Rally Corp

Workflow Overview

How to update your keyword workflows by editing/adding prompts and creating the final response.

Editing Keyword Workflows

Export Workflow conversation data to Excel in just a few clicks—and see when and how contacts signed up.

Exporting Workflow (Keyword) Results

Use Menus to offer multiple options from one Keyword Workflow.

Simple Workflow vs. Menu

Email support to request and purchase additional shortcode (24365) keywords.

How to Purchase Additional 24365 Keywords

Keep Text-2-Donate workflows simple using a single final response.

Text-2-Donate Workflow Example

Automate inbound texts and trigger responses.

Workflows

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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