Send a text or a handout

Add a Send a text step to send a message partway through a flow, or Text a handout to send a tracked link to your file. Each person gets their own link, so you can see who opened it.

Steps

1. Open your flow under Data Capture Flows.
2. Click the + where the text should go.
3. Under Send a text, choose Send a text or Text a handout.
4. Write the Text message.
5. For Text a handout, under Handout, choose Existing handout and pick it, or New handout, enter a Handout name and upload the Handout file.
6. For Send a text, you can also attach a handout under Include a handout (optional), or add a Picture (up to 525 KB).
7. Make sure the message includes {{download_link}} where the link should appear. Text a handout starts with it in place.
8. Click Add & save.

To change the last text people get, edit Final text message at the bottom of the builder instead.

Personalize a message

Under any message box, click Insert personalization and choose what to add. It goes in where your cursor is.

Choose	Adds
First name	{{contact.first_name | friend}}
Last name	{{contact.last_name}}
Email	{{contact.email}}
Company	{{contact.company}}
City	{{contact.city}}
State	{{contact.state}}
Date a week from today	{{date | +7 days}}

The word after the bar is the fallback, used when that detail isn't known yet. Change "friend" to anything you like, or remove | friend to leave it blank. {{business.name}} adds your account's name.

In a step that sends a handout, Insert handout link adds {{download_link}}, the link to the file.

A detail is only known once they've answered it, so put personalized messages after the question that collects it.

Add a short link

Click Insert short URL, paste a full link starting with https://, and click Insert. Textiful sends it as a short txtf.co link.

Keep it short

Texts are capped at 315 characters. Personalization can make a message longer than it looks in the box. See Message length.