With Advisor's Growth, you can now send WhatsApp messages through workflows, track their delivery, and set conditions based on different delivery statuses, allowing for more targeted communication.
Prerequisites for Using WhatsApp in Workflows:
Ensure that WhatsApp is subscribed to and enabled in your Advisor's Growth location account.
Pre-create WhatsApp message templates before incorporating them into your workflow and configuring delivery-based conditions.
Key Highlights:
Failover Mechanism: If a WhatsApp message fails to deliver, an automatic fallback sends an SMS or email, ensuring uninterrupted communication.
Optimized Deliverability: Utilize multiple channels to enhance message reach and reliability.
WhatsApp Delivery Status Recipe: Kick-start your workflows using the WhatsApp Delivery Status recipe, offering a simple way to incorporate WhatsApp communication.
How to Set Up WhatsApp Delivery Status in Workflows:
1. Setting Up a Recipe Workflow:
Navigate to the Automation tab.
Click + Create Workflow in the top right corner.
Select Recipe.
Choose the WhatsApp Delivery Status recipe.
Modify the trigger, WhatsApp action, and conditions as needed.
2. Setting Up a Workflow from Scratch:
Navigate to the Automation tab.
Click + Create Workflow in the top right corner.
Select + Start From Scratch.
Choose the WhatsApp Action and select the template you want to send.
Enable the toggle WAIT FOR WhatsApp MESSAGE DELIVERY STATUS and save the action.
Add an If/Else action:
Select Contact Details > Valid WhatsApp.
Set conditions for True and False.
For the False and None branches, add a failover mechanism to send an SMS or email.
FAQs:
Q: How can I use WhatsApp delivery status in my workflows?
You can utilize If/Else conditions based on WhatsApp status (e.g., Valid WhatsApp) to dictate the next step in your workflow, allowing more dynamic and personalized communication strategies.
Q: What is the purpose of the toggle for holding contacts in the workflow?
The toggle ensures the workflow pauses until Meta provides the delivery status, ensuring that the process waits before moving on to the next action.
This feature ensures more precise and efficient communication by waiting for the confirmation of message delivery before proceeding with subsequent actions.