{"id":503,"date":"2019-10-09T12:10:06","date_gmt":"2019-10-09T12:10:06","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce-quickstart\/?post_type=lsvr_kba&#038;p=503"},"modified":"2020-04-24T05:20:49","modified_gmt":"2020-04-24T05:20:49","slug":"automated-conversations","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/automated-conversations\/","title":{"rendered":"Automated Conversations"},"content":{"rendered":"\n<p>The primary objective of automated conversations is to provide a quick and accurate response to incoming messages whenever possible. However, automation is also extensively used for campaigns as well, especially for drip or nurture campaigns.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Auto Response<\/h4>\n\n\n\n<p>Auto-response can be used for various situations and various objects. In case of a&nbsp;Contact,&nbsp;you can set up for sending the next set of information when the recipient responds with a specific keyword.<\/p>\n\n\n\n<p>For a&nbsp;<em>Case,<\/em>&nbsp;if you don\u2019t get a response from the recipient in stipulated time then you can send out a reminder.&nbsp;<\/p>\n\n\n\n<p>Here is the general process flow to set up auto-response:<\/p>\n\n\n\n<figure class=\"wp-block-image no-border\"><img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"255\" src=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-content\/uploads\/sites\/4\/2019\/10\/AutoResponse-2.jpg\" alt=\"\" class=\"wp-image-723\" srcset=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-content\/uploads\/sites\/4\/2019\/10\/AutoResponse-2.jpg 950w, https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-content\/uploads\/sites\/4\/2019\/10\/AutoResponse-2-300x81.jpg 300w, https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-content\/uploads\/sites\/4\/2019\/10\/AutoResponse-2-768x206.jpg 768w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Automated Campaign Setup<\/h4>\n\n\n\n<p>Automation can be used for setting up different campaigns as well. Here is a sample for setting a drip campaign using Marketo.<\/p>\n\n\n\n<p>Prerequisite \u2013 SMS-Magic Converse is integrated with Marketo and Leads from Marketo are synchronized in Salesforce.&nbsp;<\/p>\n\n\n\n<p>Automation can be used for setting up different campaigns as well as follows:<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/KLtl7o9_SZLjTJ1VxcB_bHGTXdiSe4m868AKVz-tzOE55X_WLUVOA2mrz1f_dFn3w8_b8CPoFTYZl5TXsb-B8pa6Qhi2dJgCG0bfbnqaZQxDnxY2rQxebWKS3Pg4jzHxvC1n0TCW\" alt=\"\"\/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p> Check the links for more details on different scenarios and use cases. <\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>To Set Up \u2026<\/strong><\/td><td><strong>Use \u2026<\/strong><\/td><td><strong>Details<\/strong><\/td><\/tr><tr><td>Nurture or Drip Campaign<\/td><td>Converse Ap with Process Builder<\/td><td> <br><a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/setup-nurture-drip-campaigns\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Setup Nurture or Drip Campaigns (opens in a new tab)\">Setup Nurture or Drip Campaigns<\/a><\/td><\/tr><tr><td>Auto Response on Keyword<\/td><td>Process Builder or Workflow<\/td><td> <br><a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/setup-keyword-based-auto-responses\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Setup Keyword-Based Auto Responses  (opens in a new tab)\">Setup Keyword-Based Auto Responses <\/a><\/td><\/tr><tr><td>Alerts and Reminders \u2013&nbsp;<\/td><td>Converse App Automation<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/event-based-alerts-and-reminders\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Event-Based Alerts and Reminders<\/a> <\/td><\/tr><tr><td>Multi-touch Campaigns<\/td><td>Converse App with Process Builder or Workflow<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/multi-touch-campaigns\/\">Multi-Touch Campaigns<\/a> <\/td><\/tr><tr><td>Marketo Campaign<\/td><td>Converse App with Marketo<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/multi-touch-campaigns\/\">Multi-Touch Campaigns<\/a> <\/td><\/tr><tr><td>Pardot Campaign<\/td><td>Converse App with Pardot<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/multi-touch-campaigns\/\">Multi-Touch Campaigns<\/a> <\/td><\/tr><tr><td>Salesforce Marketing Cloud<\/td><td>Converse App with Salesforce MC<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/multi-touch-campaigns\/\">Multi-Touch Campaigns<\/a> <\/td><\/tr><tr><td>Run a Survey<\/td><td>Converse App<\/td><td> <a href=\"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/knowledge-base\/run-a-survey\/\">Run a Survey<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Event-Triggered Alerts &amp; Reminders&nbsp;<\/strong><\/p>\n\n\n\n<p>SMS-Magic Converse provides Converse App functionality. This can be used very effectively for bulk messaging and automated conversations.<br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The primary objective of automated conversations is to provide a quick and accurate response to incoming messages whenever possible. However, automation is also extensively used for campaigns as well, especially for drip or nurture campaigns. Auto Response Auto-response can be used for various situations and various objects. In case of a&nbsp;Contact,&nbsp;you can set up for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[31],"lsvr_kba_tag":[],"class_list":["post-503","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-automation-and-bulk-messaging"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba\/503","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/comments?post=503"}],"version-history":[{"count":9,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba\/503\/revisions"}],"predecessor-version":[{"id":883,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba\/503\/revisions\/883"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/media?parent=503"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba_cat?post=503"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/sf-quickstart\/wp-json\/wp\/v2\/lsvr_kba_tag?post=503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}