Text Message after customer is interested in the s...
# support
r
Hi, I was able to set up a workflow using Brendan's tutorial (interest level) workflow. I want that If the customer is interested, I want to text or email them. Any recommendations on how to do it, should I add the module or make a separate one and how to do it. Thank you!
v
@Reggie Young That's great to hear that you've set up a workflow using Brendan's tutorial! If you want to text or email customers who are interested, you can indeed add modules to your existing workflow to handle these actions. Here's a general approach to how you can do it: 1. Text Messaging (SMS): - You can integrate with an SMS gateway API like Twilio, Nexmo, or Plivo. - Add a module in your workflow that triggers an SMS when a customer expresses interest. - You'll need to collect the customer's phone number and consent to text them. 2. Emailing: - For emailing, you can use services like SendGrid, Mailgun, or Amazon SES. - Similar to the SMS module, add an email module that sends an email when the interest level is high. - Ensure you have the customer's email address and permission to email them. Whether you should add the module to the existing workflow or create a separate one depends on how you've structured your workflow and your specific needs. If the action of sending a text or email is a direct continuation of the interest level workflow, it might be more streamlined to add it as a module within the same workflow. However, if the process involves many different steps or conditions, creating a separate workflow might help keep things organized. Would you like guidance on integrating with a specific SMS or email service provider, or do you need help with the logic and structure of the workflow modules?
You can continue this conversation by mentioning me in the message.
r
the logic and structure of the workflow modules.
s
We are currently having an office hour, can you please join it? We will help you directly. https://discord.gg/WPQuUJkF?event=1290804148354416710 @Reggie Young
s
@Reggie Young just checking in case it is resolved?
because of no response closing this ticket.
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