Now with the WhatsApp Connector, you can send proactive WhatsApp message sequences automatically to multiple users, without uploading files.
For example, you can schedule messages to users with the tag "send_promo" and who do not have the tag "do_not_send_whatsapp", using different templates for each message.
Optionally, you can add a tag such as "promo_sent" when the message is sent.
The available sequence types are:
- Campaign: Messages scheduled for specific dates. For example, send a message on December 20 with a promotion, another on the 23rd with a special offer, and another on the 25th with Christmas greetings.
- Automation: Messages that are sent automatically n days after the user receives a specific tag in Zendesk. For example, a welcome message when a user signs up, another 3 days later with an offer, and another 7 days later with a new promotion.
The "Check users" button will show you how many users meet the conditions defined by the entered tags.
You can also enter dynamic parameters for your templates:
- {user.name} - The user name
- {user.user_fields.my_user_field} - Value of the user field with id "my_user_field"
Why we did this change
Automation is key nowadays. Sometimes Zendesk triggers and automations are not enough or too difficult to set up for some WhatsApp workflows.
In addition to that, sometimes users are already at Zendesk so it does not make sense to upload a file in order to send them proactive messages; with this feature, we also cover that use case.
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