7. Segmenting customers from different enquiries

Scenario - Incoming Messages

Create rule under Automation and select Incoming Messages as the Scenario for this rule.

You can segment customers into different lists, which can then be also used in Campaigns for you to promote to specific target groups.

Conditions:

This guide would include both First Triggers (the first rule with the flow) and Continuous Triggers (rules that continue the flow after the First Trigger)

First Trigger: Contact Owner is Unknown

Continuous Trigger:

• List is (Customers from the First Trigger)

• Add Keywords "contains" or "contains exactly" based off of the text in the First Trigger

Actions:

First Trigger: Send Message and Add to List

Adding to List is crucial as it brings the user from the First Trigger and activating the next Continuous Trigger.

Continuous Trigger: Send Message, Add to List and Remove from List

Remove from List is required as it stops the continuation of the past flow, which stops repeating messages from the previous flow when proceeding to the next flow.

Ordering the Automation

After creating all the flows, it is also required to order it properly for it to work.

On SleekFlow, the order of the Automation is listed as the ones with higher priority / later stages of the flow is placed on the top, whereas low priority / earlier stages of the flow is placed on the bottom.