Automated Conversations
Primary objective of Automated Conversations is to provide quick and accurate response to incoming messages whenever possible. However, automations are also extensively used for Campaigns as well; specially for Drip or Nurture types campaigns.
Auto Response
Auto response can be used for various situations and various objects. In case of a Contact you can setup for sending next set of information when the recipient responds with a specific keyword.
For a Case if you don’t get a response from the recipient in stipulated time then you can send out a reminder.
Here is the general process flow to setup auto response.
Check the links for more details on different scenarios and use cases.
Automated Campaign Setup
Automation can be used for setting up of different campaigns as well. Here is a sample for setting drip campaign using Marketo
Prerequisite – SMS Converse is integrated in Marketo and Leads from Marketo are synchronised in Salesforce.
Automation can be used for setting up of different campaigns as well. Here is a sample for setting
Use Cases Covered are below:
To setup … | Use … | Bulk | Automation | Details |
Nurture / Drip Campaign | Converse App with Process Builder | ✔ | ✔ | Link |
Auto Response on Keyword | Process Builder or Workflow | ✔ | Link | |
Alerts and Reminders – | Converse App Automation | ✔ | Link | |
Multi-touch Campaigns | Converse App with Process Builder or Workflow | ✔ | ✔ | Link |
Marketo Campaign | Converse App with Marketo | ✔ | ✔ | Link |
Pardot Campaign | Converse App with Pardot | ✔ | ✔ | Link |
Salesforce Marketing Cloud | Converse App with Salesforce MC | ✔ | Link | |
Run a Survey | Converse App | ✔ | Link |
Event Triggered Alerts & Reminders
SMS Converse provides Converse App functionality. This can be used very effectively for bulk messaging and automated conversations.
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