WhatsApp Automations Update

Introduction

• Tina introduces new features for WhatsApp automation within workflows.
• Focus on WhatsApp delivery statuses and missed call responses.
• Benefits for marketing campaigns.

WhatsApp Delivery Status Setup

1. Creating a Workflow

   • Click on "Automation" on the left panel.
   • Select "Create New Workflow" and choose a recipe.
   • New recipes: WhatsApp Delivery Status and Missed Call WhatsApp Back.

2. Setting Up WhatsApp Delivery Status

   • Name: WhatsApp Delivery Status.
   • Trigger: Customer booked appointment.
   • Action: Send WhatsApp message (requires verified WhatsApp number and templates).
   • Wait for WhatsApp Delivery Status: This action holds the contact until Meta returns the delivery status.
   • Save action.

3. Logical Conditions

   • Three Steps:
     • 1. Delivery successful: Ends workflow for contact.
     • 2. Delivery unsuccessful: Send SMS.
     • 3. Delivery failed: Send email.
   • Weight Step: Use to track contacts in the workflow.
   • If Else Condition: Set up conditions for different outcomes.

Missed Call WhatsApp Back Setup

1. Creating Workflow

   • Select "Missed Call WhatsApp Back" recipe.
   • Trigger: Call stages (incoming call with busy, canceled, voicemail, or no answer).
   • Save trigger.

2. Adding Delay

   • Add a slight delay before sending the WhatsApp message to avoid appearing too robotic.
   • Use the "Wait" action to set time delay.

3. Sending WhatsApp Message

   • Choose your template for the message.
   • Enable wait for WhatsApp message delivery status.

4. Logical Conditions

   • Three possibilities:
     • 1. Message sent: Good.
     • 2. Message failed: Send SMS notification.
     • 3. Message unsuccessful: Send both SMS and internal notifications.
   • Notifications help staff respond quickly to leads.

WhatsApp Payment Management

• Access settings to manage WhatsApp payments.
• Retry payment if it fails.
• Follow instructions if payment is rejected by Meta.

Conclusion

• Encouragement to leverage WhatsApp for business as it has proven profitable in previous campaigns.
• Reminder that WhatsApp marketing is a hot trend.