The primary objective of automated conversations is to provide a quick and accurate response to incoming messages whenever possible. However, automation is also extensively used for campaigns as well, especially for drip or nurture campaigns.
Auto-response can be used for various situations and various objects. In case of a Contact, you can set up for sending the next set of information when the recipient responds with a specific keyword.
For a Case, if you don’t get a response from the recipient in stipulated time then you can send out a reminder.
Here is the general process flow to set up auto-response:
Automated Campaign Setup
Automation can be used for setting up different campaigns as well. Here is a sample for setting a drip campaign using Marketo.
Prerequisite – SMS-Magic Converse is integrated with Marketo and Leads from Marketo are synchronized in Salesforce.
Automation can be used for setting up different campaigns as well as follows:
Check the links for more details on different scenarios and use cases.
|To Set Up …||Use …||Details|
|Nurture or Drip Campaign||Converse Ap with Process Builder|| |
Setup Nurture or Drip Campaigns
|Auto Response on Keyword||Process Builder or Workflow|| |
Setup Keyword-Based Auto Responses
|Alerts and Reminders –||Converse App Automation||Event-Based Alerts and Reminders|
|Multi-touch Campaigns||Converse App with Process Builder or Workflow||Multi-Touch Campaigns|
|Marketo Campaign||Converse App with Marketo||Multi-Touch Campaigns|
|Pardot Campaign||Converse App with Pardot||Multi-Touch Campaigns|
|Salesforce Marketing Cloud||Converse App with Salesforce MC||Multi-Touch Campaigns|
|Run a Survey||Converse App||Run a Survey|
Event-Triggered Alerts & Reminders
SMS-Magic Converse provides Converse App functionality. This can be used very effectively for bulk messaging and automated conversations.