Workflows BETA

Salesmsg brings you a Beta version of automated Workflows to make your communication even more efficient!


In this video, we are introducing our Workflows Beta. With its five ready-made templates, you'll be able to send automated SMS, ask for reviews and NPS, send nurture campaigns and set up autoresponders. More features are coming soon!

Hi there, Tawheed here, part of the product team here at Salesmsg. You've been one of the users who requested workflows. So, workflows are in Beta now. It's open in a closed Beta for the customers who requested it, including yourself. I just wanted to record this quick video to walk you through what we have so far. It's still a work in progress, but I just wanted to give you a quick overview so that you can start using it. So the first thing you will notice when you create workflows is that we chose to go with the idea of templates. So we have five ready made templates for you. And I'm going to go through each one of them in a second. And then the next step from here would be to expand this to a flexible builder where you can build your own custom workflow. So let's take a look at some of these. There's five of them: the autoresponder workflow is the first. It's very simple. You can set a trigger criteria, like send a message and then there is an automatic wait time, a condition, and then a follow up message. So let me go through each one of these one by one, and then the rest will be self explanatory. A good example here would be if you have leads that come through and you want to initiate the first message. So one of the ways you can set the criteria for enrolling contacts into your workflow are tags. But we also have all the other fields here. A common way, for example, would be based on the opt in source. Where did that contact come from? If you have our chat widget enabled, that could be a source. If there's any other source, whether it's CRM, an inbound call, you name it, whatever the source was for that contact to end in your contact list, you can set it as criteria. You can also string conditions to make sure that you're only enrolling the people you want to enroll in this workflow. A good way here as well, is based on activity. So let's say you want to send a message to everybody who opt in through the web chat widget who you have not contacted before. In this case, you can set the last message sent to be unknown. Then you can make sure that these are the people that you have not contacted before and then you can trigger them like that. From there you can send a message. First, you can choose the inbox to send it from, as well as the message. Some of these features here are coming soon. Right now it's just text, but soon enough, you're going to be able to personalize your message. Next, we have a wait condition which is for now set by default to one day. The steps will proceed if a message is received from the customer. So let's say you send out the first message: “Thank you for joining our list, or thanks for subscribing. Would you be interested in a demo?” And then you can use an if/else condition to check for keywords in the body of the text. Let's say in my previous message, I said: “Reply 1 to book a demo”. And then based on that, you can have two branches. One for those who requested a demo and one for those who did not. The ones who requested a demo can be tagged. You can apply a tag. And here you can apply a tag or not. It's up to you. You can even skip this message altogether and just message the folks who want to hear from you. So, a quick example here, I will trigger this workflow for tag is equal to new lead, I may tag my customers in bulk, a subset of them. And these are all the new leads that came through. The moment you tag them, they'll be enrolled in this workflow with this first nurture message. Then, based on their response, if they are interested, for example into moving to the next stage, you can tag them as an active lead and then send them the link to your meetings booking. A few things to note here. So I'm going to turn this off for a second and just show you what it looks like when I turn it on. When you're ready and you publish, you have some options here. First, it will tell you how many contacts meet the criteria. You can view them, you can review the list to make sure it's all solid. You can also choose not to enroll them and only enroll new contacts that meet that criteria. You can allow contacts to reenter this scenario. This is useful. I would recommend this if you want to test this workflow yourself. So I'm going to go ahead and turn it on. And when I do that, one thing I can do as well is I can enroll contacts manually, mainly for testing purposes or for one offs you want to go through. So I can enroll a contact manually. But, if you're testing this, make sure to disable the filter on contacts because your contact most likely won't meet the trigger criteria if you're just a test user. You can enroll yourself and make sure that it goes through as needed. That's the autoresponders workflow, we have a few other simple ones and a few more complicated ones. So we have a very simple workflow called Send SMS. You set a trigger criteria. You can send a message to those customers and then you apply a tag. Maybe you want to follow up your customers on their birthday. In this case, you can set the criteria here for birthdays today. You send that message and then you tag them as ‘birthday gift sent’ or something like that. So that's a simple workflow. We have the Nurture workflow, which gives you a little bit more bells and whistles with the ability to enroll people to the workflow, tag them, send a message, wait, and then add another tag, remove a tag if needed, and then send a follow up message. We also have a couple of workflows dedicated for more service types of use. Case one is Reviews, another one is the NPS. The Reviews one is really simple. Again, you can tag customers who you want to request a review from. So let's say every time you have a good conversation with a customer, you can go to the conversations window and apply a tag. For example, request review. And then they'll get a standard message requesting them to leave you a review on Google or any review site. And then once you send them that message, you can tag them again with Review Requested, so that you don't bombard them with requests for reviews. The last one, which is a little bit more involved, is the NPS workflow. If you want to collect NPS, an example here is that I've set up a tag called Request NPS. So every time you tag customers with this tag, they'll be enrolled in this. And then obviously, once they're in the workflow, you want to remove the tag to make sure that they've already gone through it. And then, one of the things you could do with this workflow is you can update a date field. If you have a date field, in this case, I have two custom date fields: one is NPS last requested, another is birthday, you can set a date for when NPS was last requested from that customer. You can send them the standard NPS message: ‘How likely are you going to recommend their service?’ And then here in the if-condition, you can start a branch for a ten and a nine, a branch for seven and eight, which is the passives, and then a branch for one through six, which is the detractors. You can just use comma separated values here in Message Body and then use the operator in. At the end of each branch, you can send them a message thanking them or asking them what else you could do. And then you can also apply a tag. That's in a nutshell, where we have gotten so far in workflows, there's a lot more coming, so keep an eye on it. But wanted to give you early access since you requested it. And then I would be very much happy to sit down with you to go through your own use case in detail or if you can just reply back to me with any feedback you have. Thanks so much.
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