FAQ: Automated Personalized Messages

1. What is the Automated Message, and how does it work?

The Automated Message is a feature that enables businesses to automate and personalize their follow-up process effectively. It allows targeted promotions and loyalty programs to be sent through various channels, such as email, SMS, and WhatsApp. This enhances customer engagement and encourages return visits by sending messages triggered by specific events, like birthdays, booking schedules, log-ins, reviews, and more.

2. What event triggers are currently available for automated messages?

The available event triggers include:

• Date of birth
• Booking schedule date
• Sign-up
• Log-in
• Log-out
• Booking dropout
• Booking cancellation
• Booking completion
• Referring a friend
• Review ratings (1 to 5 stars)

  
  

3. How can I manage Automated Messages?

Automated Messages can be managed by navigating to Marketing > Automated Message. From there, users can view a list of automated messages, enable/disable them, and configure settings for specific channels like email, SMS, or WhatsApp.

4. What steps are involved in setting up a new automated message?

• To set up a new automated message, follow these steps:
• Click on the "New Automated Message" button or edit an existing message.
• Choose the channel (email, SMS, WhatsApp) for configuration.
• Specify details such as name, description, trigger point, delay in minutes, and optional message template.
• For email, upload a banner if necessary and specify the message content with variables like {full_name}, {brand_name}, etc.
• For email, specify a call-to-action button with text and URL.

5. Are there any limitations or requirements for using automated messaging?

• Email messaging is included in the subscription plan, but users need to check the monthly limit.
• SMS messaging requires connecting a Twilio account in Settings > Organisation > Integrations > SMS - Twilio API Keys.
• WhatsApp messaging requires a WhatsApp Business account and connecting a Twilio account in Settings > Organisation > Integrations > WhatsApp - Twilio API Keys.

6. Can I customize the messages sent through the Automated Message module?

Yes, users can customize messages by including variables like customer's name, brand name, organization name, language, country, business type, and industry. Additionally, users can add specific call-to-action buttons for email messages.

7. What support options are available for configuring automated messages?

If users require additional variables in their messages or assistance with configuration, they can contact support for help. The support team can assist in adding more variables or resolving any issues related to setting up automated messages.