How to Activate a Keyword Responder Use Case

Follow this step-by-step guide to activate a Keyword Responder Use Case in Conversive:

Step 1: Preview Keyword Responder Template

1. Log in to your Conversive account.

2. Navigate to the "UseCases" section in the Main Menu.

3. Filter the list of templates to find "Keyword Responder Use Case."

Step 2: Template Preview

1. Preview the Keyword Responder template.

2. Click "Get this Automation" to activate the template.

Step 3: Configure the Use Case Template

Clicking "Get this Automation" will clone the automation to your account. The configuration process is organized into the following sections:

Mappings and Settings

1. CRM Object: Select the relevant CRM object (e.g., Contact, Lead) to map for accurate personalization.

2. Phone Field: Choose the appropriate phone field from the CRM object (e.g., Mobile Number).

3. Sender ID: Select the Sender ID for sending keyword responses, ensuring a recognizable sender for recipients.

Setting Up Keyword Responses

1. Define Keywords: Enter the keywords that will trigger specific automated responses.

2. Set Response Timing: Choose whether responses should be sent immediately upon detecting a keyword or with a specified delay (in seconds, minutes, or hours).

3. Select or Create Message Template: Modify the cloned template by creating a new message template or selecting an existing one.

4. Customize Content: Adjust the message template for each keyword, ensuring relevance and personalization.

Step 4: Activate the Use Case

Activate the use case once all configurations are complete.

Step 5: View Activated Use Case

The activated Keyword Responder use case can be found in the "MyAutomation" section.

Key Concepts

• Keyword Responder Use Case: This use case allows businesses to automate responses based on specific keywords, enabling instant replies to common inquiries.

• CRM Object: Represents data stored in your CRM, such as contacts or leads, used for mapping and personalization.

• Phone Field: Specifies the phone number field from the CRM object used for sending responses.

• Sender ID: The identifier that recipients see as the message sender.

By following these steps, you can successfully activate a Keyword Responder Use Case in Conversive.