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  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
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      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
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          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
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      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
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      • Viber Campaign
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      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
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  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
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      • Saved Reply
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    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
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  • 1. 規則一。客人未曾與你聯繫的自動化信息
  • 2. 規則一。客人曾經與你聯繫的自動化信息

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  1. 🕺Using the Platform
  2. Automation
  3. Templates

18. 新客戶與現有客戶設定不同的歡迎信息

若你希望客人能在每次發送訊息給你的時侯,都能夠接收來自你的歡迎訊息,而按照曾經與你對話或新客人有分別,你可以按照以下步驟設定自動化規則

Previous17. 於指定時間重新分配對話到其他使用者NextChatbot

Last updated 2 years ago

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在設定這些自動化信息,你首先要滿足以下條件:

  • 需要2道自動化規則限額

設定的規則會有以下的條件:

  1. 分別客人曾經或未曾與你取得聯繫的信息

  2. 只適用於希望客人在指定時間內,沒有與商家聯絡下的情況下,觸發自動化規則以發送歡迎訊息

1. 規則一。客人未曾與你聯繫的自動化信息

請到自動化,創建規則,選擇綠色 ”收到客人發送的信息“

條件:

  1. 最後聯絡時間 -> 未知

    • 在第一次接收新客戶的訊息時,系統不會立即產生最後聯絡時間,因此設為未知

  2. 聯絡負責人 -> 未知

    • 在第一次接收新客戶的訊息時,系統不會立即委派負責同事跟進對話,因此設為未知

動作:

  1. 委派 -> 指定同事 (或選擇按順序如果你想輪派對話給不同同事處理)

    • 委派了對話後,就不會重複發動規則一,因為再次不能滿足聯絡人未知的條件

  2. 發送信息

    • 寫下的你歡迎信息

2. 規則一。客人曾經與你聯繫的自動化信息

跟規則一一樣,到自動化,創建規則,選擇綠色 ”收到客人發送的信息“

條件:

  1. 最後聯絡時間 -> 不在於 -> 你設定的時間(比如 10 小時)

    • 在客人與你聯繫後,系統會自動建立聯絡人及紀錄最後聯絡時間,因此需要設定一個指定時間段。例:若你在10小時內沒有與客人聯繫,即會在客人再次聯繫時發送訊息

動作:

  1. 發送信息

    • 寫下的你歡迎信息

    • 你可以用在發送信息的右邊,聯絡人資料變項,去設定更個人化的回覆(按照客人的資料而發出獨特的回覆)

若客人於指定時間段內再次與你聯繫,則不會再次觸發自動化規則以發送歡迎訊息。 (若客人在7小時後再次與你聯繫,而你10小時內有跟客人回覆,則未能觸發自動化規則)