Templates
Find your specific template to set up auto-replies and auto-messages in no time!
I. Incoming Messages
Under this scenario, auto-replies will only be sent with an incoming message from the customer
1. Greetings and Assign New Contacts to Staff (Live Chat, FB Ads, etc.)
Greet customers based on different conditions such as channels, country code and time of contact
1. Greetings and Assign New Contacts to Staff2. Auto-reply for Existing Customers
Welcome returning customers with a warm greeting and personalized message
2. Auto-Reply for Existing Customers3. Auto-reply During Off Business Hours
Ask for contact details or business information to get back on the next day
3. Auto-Reply During Off Business Hours4. Auto-reply Based on Keywords
Reply new customers based on specific keywords and assign to specific staff
4. Auto-Reply Based on Keywords5. Auto-reply when Customers Reply a Campaign
Reply customers when they respond to a campaign message that has options of purchase
5. Auto-Reply when Customers Reply a Campaign6. Reassign Returning Customers
Reassign to a specific person or by queue when a returning customer sends you a message
6. Reassign Returning Customers7. Segmenting customers from different enquiries
Direct customers to the correct staff based off of their response to a set series of questions
7. Segmenting customers from different enquiriesII. Newly Added Contacts
An auto-message will only be sent if the contact is new and you have had no previous contact.
8 . Proactively Reach Out to Newly Added Contacts
Take the first step and greet newly added customers
8. Proactively Reach Out to Newly Added Contacts9. Proactively Send Messages to Leads
Send messages to customers who have filled out forms such as Facebook Lead Ads and Google Forms
9. Proactively reach out to newly added contacts from Facebook Lead Ads10. Send Drip Campaign Messages when Customers Sign Up
Send multiple messages in a certain period of time
10. Send Drip Campaign Messages when Customers Sign UpIII. Contact Data Field Updated
An auto-message will only be sent when a contact data field is updated
11. Notify Customers with Updated Status
Update customers' status including reward points, change of plan, booking confirmation, etc. and send them a message to notify them
11. Notify Customers with New or Updated Status12. Update Contact Data and Add and Remove from List
Update customer status from Customer to VIP, and add them to the VIP list while removing them from Customer list
12. Update Contact Data & Add And Remove From ListIV. Scheduled Actions
An auto-message will be sent on the scheduled time
13. Schedule Periodic Promotional Messages
Send birthday greetings on the 1st day of each month for birthday promotions
13. Schedule Periodic Promotional Messages14. Send Booking Reminders
Remind customers of their appointments a couple of days before their appointment
14. Send Booking RemindersChange if messages sent by you will be displayed immediately, with a delay or not at all.
15. Send Internal Reminder
Deliver reminders to internal members within your company
15. Send Internal Reminder16. Auto Close Conversations
Move inactive conversations from Open to Close periodically
16. Auto Close Conversations
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