How to Activate a Notification Usecase

Here is a step-by-step guide on how to activate a Notification use case in Conversive based on the provided source:

• Step 1: Preview Notification Type Usecase from Templates

  • Log in to your Conversive account.

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

  • Filter the list of templates to find "Notification Type Usecase".

• Step 2: Template Preview

  • Preview the Notification use case template.

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

• Step 3: Configure the Usecase Template

  • Clicking "Get this Automation" clones the automation to your account.

  • The configuration is organized into three sections:

    • Mappings and Settings

    • Setting up Message Template

• Setting up Mappings and Settings CRM Object: Choose the relevant CRM Object to map your message template for personalization.

• Phone Field: Select the corresponding phone field for the CRM Object (e.g., Mobile Number from the HubSpot Contact Object).

• Sender ID: Choose the Sender ID for sending automation messages.

  • Setting up Message Template

    • Setting up an automated use case configuration: When you use the conversive use case type, you see two options to select when a file is updated or changed, and the message will be triggered. You need to provide the two values of the field and the value you expect when it should trigger.

    • Select or Create Template: You can change the cloned template by creating a new template or choosing an existing one.

    • Define Timing: Set the time for sending the message as immediately, hour(s), day(s), or month(s).

    • Customize Content: Modify the message template according to your needs.

• Step 4: Activate the Usecase

  • Activate the use case after completing the setup.

• Step 5: View Activated Usecase

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

Prerequisites:

• Ensure that your CRM is connected to Conversive through integration. or you ensure that you are using audience manager as a data source and you are using a conversive-related automated use case.

Key Concepts:

• Notification Usecase: This refers to a series of automated messages designed to deliver specific information or updates to users.

• CRM Object: Represents data stored in your CRM system, like contacts or leads.

• Phone Field: Specifies which phone number field in the CRM object will be used for messaging.

• Sender ID: This is the identifier recipients will see as the sender of the messages.

By following these steps, you can successfully activate a Notification use case in Conversive.