Workflow Action: GMB Messaging

Please Note: You will need to integrate a Google My Business account for this to work. Follow our other articles for more information.

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Step 3: Setting up the Add to Custom Audience Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select GMB Messaging in the Communications section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• In the message drop you can select any of the custom values that apply to your specific needs or use a previously custom-created template (see below)

• For Example, I selected the custom field Contact>First Name & Contact>Last Name; this will automatically populate the contact's First and Last name in the GMB message

• Once complete press Save Action in the bottom right corner

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

• For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Your Workflow is set up and ready to go with the GMB Messaging!

FAQ

1. Do I need to integrate Google My Business before using this Workflow Action?
   Yes, integrating a Google My Business account is essential for this workflow action to function properly. You can refer to our other articles for detailed instructions on how to complete the integration.

2. Where can I find the GMB Messaging option in the Workflow Actions menu?
   You can locate the GMB Messaging action under the “Communications” section in the Actions Menu or use the search feature to find it quickly.

3. Can I customize the message using contact details automatically?
   Yes, you can use custom values like Contact>First Name or Contact>Last Name to personalize the message. These fields will automatically populate with the relevant contact information when the message is sent.

4. What does changing the Action Name do in the Workflow builder?
   Changing the Action Name in the Workflow builder only affects the display within the builder interface; it does not impact the actual message content or how the workflow functions.

5. How do I ensure my Workflow is working correctly?
   After setting up your workflow, use the “Test Workflow” feature next to the Publish toggle switch to verify that everything is set up correctly. For a detailed guide on testing workflows, see our article “Using the Testing Features in Workflows.”