Ongoing campaigns send out automatic WhatsApp notifications whenever a trigger occurs for a customer. Over and above the trigger, you can specify additional filters for who the message should be sent to.
To set up Ongoing Campaigns:
• Go to the Notifications tab and click on + New Campaign button.
• Set an appropriate name for your campaign.
• Choose Ongoing as the notification type.
Then, there are 5 steps to successfully setting up Automatic WhatsApp Notifications on Interakt:
Step 1: Specifying the trigger i.e. when should the message be sent:
There are 3 types of triggers you can specify on Interakt:
1. After a customer does an event: You might want to send a WhatsApp message to the customer after they do an event:
a. Send immediately after the event
b. Send with a delay of few mins / hours after the event.
c. Send the message only if the customer does not do another event in few hours / mins.
Examples of events:
• The customer signs up on your website/app.
• The customer abandons cart on your website/app.
• The customer abandons cart but does not place an order for 2 days.
• The customer places an order on your website/app.
• The order is shipped/delivered to the customer.
How to send Events to Interakt – check out ‘Send the trigger’ section below.
2. After a customer trait is updated: You might want to send a WhatsApp message to the customer as soon as a trait gets updated.
Examples of customer traits:
• Total Order Value till now
• Name
• Email ID
• Lead Status
How to add / update customer traits on Interakt :
• This can be done via our user track API.
• It can also be done via CSV upload.
3. Few minutes / hours after the date defined in a customer trait: You might want to send a WhatsApp message to the customer a few minutes after he has signed up / a few days after his billing date.
How to add / update customer traits on Interakt :
• This can be done via our user track API.
• It can also be done via CSV upload.
Step 2: Specify any additional filters on who should the message be sent to (optional)
You may choose to send the message to all those customers for whom the trigger (defined above) is received. Or, you can add some additional filters as below:
Option A: Send the message only to customers who have / don’t have a trait already
Option B: Send the message only to customers who have / haven’t done an event in the past already
Option C: Send the message only to customers who have opted in for WhatsApp notifications
Step 3: Specify what is the message
Select the filter condition as ‘exactly’. Then type 1 in the text box and select ‘hours’.
• Your template contains variables like {{1}} whose values will be different for every customer to whom you send this campaign.
• You may specify the value of the variables to be taken from a trait of your choice (like Name / Email id / Total Order Amount etc.)
• The WhatsApp notification to each customer would then have the trait value corresponding to him/her, in place of the variables.
• Trait values may be added for your customers via CSV upload / APIs.
• Instead of a trait, you may also choose ‘Use Fallback Value’. In that case, a constant fallback value specified by you will be sent to all customers.
Note:
• It is mandatory to enter a fallback value for the trait, which will be sent in case the trait value isn’t present for a particular customer.
• Fallback value should not contain any of the following: Newline / Tab / More than 2 consecutive spaces
Step 4: Set the campaign live
You then need to schedule your campaign.
• Start Sending: You can choose to either send it out immediately or you can schedule it to start on a later date by using the custom date option.
• Stop Sending: You can also pick an end date of the campaign, or set it to continue indefinitely. (In case you have chosen to continue it indefinitely and want to pause the campaign later, you can do so by going to the specific campaign’s page.)
You then move onto the last step where you can choose to set your campaign live immediately or save it as a draft and continue later.
Step 5: Send the trigger
Your trigger will either consist of sending an event via APIs, or, adding/updating a customer trait.
How to pass Events to Interakt:
• If you send the event from a custom built website/app/CRM – use our API docs to incorporate the API calls in your system’s code:
Step 1: If the customer does not exist in your Interakt customer list, you need to 1st call our user track API to add that customer to your customer list, or, you could also add that customer via CSV upload.
Step 2: Then, you need to call our event track API to pass an event for that customer, with relevant details of the event given in event traits.
For example: As soon as a customer places an order on your website, you could pass an event named ‘Order Placed’ for that customer, with details like – order number, order value, no. of items etc.
• If you have installed Interakt via Shopify – some events will be sent automatically from Shopify.
• If you have a WooCommerce store – read this to know how you can get your WooCommerce integration set up to send events from your WooCommerce store
• If you want to send the event from FB Leads / Zoho / any other platform etc. – fill this form& we will help you set up the integration.
How to add / update customer traits on Interakt:
• This can be done via our user track API.
• It can also be done via CSV upload.
