1. Can I personalize automated messages for individual users?

Yes, you can personalize automated messages in all use cases—Nurture, Notification, Reminder, and Keyword Responder—by using dynamic fields like name, appointment time, or other details stored in your CRM. With Conversive’s integration, each message can pull data from CRM records, making it relevant to each recipient.

2. Can I send automated messages across multiple channels (SMS, WhatsApp, etc.)?

Yes, Conversive supports multiple channels, including SMS, WhatsApp, and more. You can set up each automation use case to work with different channels depending on your customer’s preference and the availability of these channels in your organization.

3. How do I automate follow-up messages based on customer responses?

Conversive allows for automated follow-ups triggered by customer responses. In a Nurture or Notification use case, for example, you can set conditional logic to send follow-up messages based on keywords or reply types received from the customer. This ensures timely and relevant follow-ups based on customer engagement.

4. Can I use rich templates in the automation?

Yes, rich templates, including those with images, buttons, and links, can be used in channels that support them, like WhatsApp and RCS. Nurture and Notification use cases particularly benefit from these enhanced templates, helping you create more engaging messages.

5. Can I schedule messages at specific times or intervals?

Yes, all automation use cases support scheduling. You can set messages to be sent immediately, at specific times, or after set intervals. For Reminder automations, this is particularly useful for ensuring timely communication about upcoming events.

6. Can I track the automated messages sending out?

Conversive provides an Activity Log and tracking features across all automation use cases. This allows you to monitor message delivery, customer responses, and engagement metrics, helping you evaluate the success of your automated campaigns.

7. How can I edit or update an existing automation template?

You can easily edit or update templates from the MyAutomation section. Simply open the automation template you want to edit, make changes, and save the updated version. This can be useful for keeping message content relevant and up-to-date.

8. Are there limits to the number of keywords I can use in a Keyword Responder?

Yes, while you can define multiple keywords, it’s recommended to keep the list manageable for effective performance and accuracy. If you have numerous keywords, consider grouping them logically or prioritizing the most commonly used keywords.

9. Can I re-use templates for different use cases?

Yes, templates created in Conversive can be re-used across different use cases, such as applying a reminder template to a nurture campaign. This helps maintain consistent messaging and saves time on setup.