How to Use Personalized Automated Messages
Diana Zein
Last Update a month ago
Automated Message module allows you to automate and personalize your follow-up process efficiently. You can send out targeted promotions and loyalty programs through the platform to enhance customer engagement and encourage return visits effectively.
List of event triggers currently available:
- On Date of birth (at 12 am local time)
- On the Booking Date (at 12 am local time)
- Before Booking Date - 1 day
- Before Booking Date - 3 days
- Before Booking Date - 7 days
- After sign-up
- After log-in
- After log-out
- After booking dropout (customer initiated the booking process but did not submit the form)
- After booking cancelled
- After a booking is completed
- After referring a friend
- After reviewing, give 1 star
- After reviewing, give 2 stars
- After reviewing, give 3 stars
- After reviewing, give 4 stars
- After reviewing, give 5 stars
To manage Automated Messages, go to Marketing > Automated Message:
- Here you can see a list of automated messages.
You can click on the toggle to enable or disable the automated message
- You can also choose to enable or disable it by channel: email / SMS / WhatsApp.
- Click on the New Automated Message button to set up a new automated message or click on Edit on the record to edit existing automated message
- Then, select a channel you want to configure the details: email / SMS / WhatsApp
- Specify the name and description for your reference
- Specify trigger point - this is a point where the system will trigger automatically to send out the message to the relevant customer.
- Specify a value in minutes (delay in minutes after the trigger point event)
- Select a pre-defined message template - optional.
- For email and if you have a banner, browse and upload the file.
- Specify the message to be sent out in which you can include the variables in the message. (contact support if you would like us to add more variables) eg.{full_name} {channel} {category} {message_name} {brand_name} {organisation_name} {language} {country_name} {language_name} {business_type} {industry}
- For email, specify the call to action button - text & URL when the customer clicks on the call to action button.
Note:
- E-mail messaging is already included in your subscription plan. Please check the monthly limit.
- SMS messaging requires you to connect your Twilio account in Settings > Organisation > Integrations > SMS - Twilio API Keys
- WhatsApp messaging requires you to have WhatsApp Business account and connect your Twilio account in Settings > Organisation > Integrations > WhatsApp - Twilio API Keys
