Connect WhatsApp directly to CxFlow
One of the main advantages of CxFlow is its ability to connect directly with WhatsApp, without the need for external platforms or additional CRMs. By integrating WhatsApp natively, you can start sending automated messages without any complications. This functionality greatly simplifies the setup process and allows you to manage everything from a single platform. With CxFlow , you can automatically sync your customer data, personalize messages, and send them via WhatsApp at the right time.
Set up automatic triggers
One of the key benefits of CxFlow is its ability to automate the sending of messages based on predefined triggers. A trigger can be a specific event, such as a payment deadline, a scheduled el salvador phone number material appointment, or a client’s inactivity. These triggers will trigger the sending of a reminder automatically and in a customized way. To set them up, select the key events or behaviors you want to monitor and set the rules for each workflow.
Personalize WhatsApp messages
Personalization is key to improving customer experience and increasing the effectiveness of messages. With CxFlow, you can create message templates and personalize them with specific details for each customer. For example, in an appointment reminder, you can include the customer name, date and time of service, or in a payment reminder, the amount and due date. This ensures that messages are more relevant and close to home for each recipient.
Schedule Workflows
Once you’ve defined triggers and created your message templates, the next step is to schedule workflows. CxFlow allows reminders to be sent at the right time, either immediately after the trigger is activated or at specific dates and times. This flexible scheduling allows you to control when and how messages are sent, ensuring they arrive at the most opportune times to maximize their impact.
Test and adjust
Before you fully launch your automated reminder campaign, it’s a good idea to run tests to ensure that messages are being sent correctly and that the entire system is working as it should. Send test messages to a small group of clients or to your own team to review the formatting, personalization, and timeliness of the reminders. CxFlow makes it easy to adjust workflows based on the results of these tests.
