User Documentation for Conversive - Use case Automation for Nurture

Overview

This document provides guidance on using the Conversive to send Nurture series messages. 

Prerequisites

- Ensure your CRM is connected in Conversive via Integration. 

Activate the Nurture UseCase

Step 1: UseCase 

• Users needs to login to Conversive

• The User needs to look for the “UseCases” on the Main Menu

• User needs to select the template of Nurture Usecase. 

Step 2: Template Selection

• Once the selection is done, to activate the follow user must click on the template

  • Once the template has been selected and opened, User/customer needs to activate the automation by clicking on “Get this Automation”

Configure Usecase with CRM Object and Template

Step 1: Selection of Mapping and Setting

• User needs to select the CRM Object type such as “Contact, Companies, deals and tickets” in case of HubSpot

• Then, the User needs to select the Phone field category which can be “Mobile Number, Phone Number”

• Then, the User will select the “SenderID” from which they want to send Message. 
  

Step 2: Selection of Message template 

• Once the Mapping and setting is done, then the user can select the message template and timings when to send the message

• User can modify the message template as per their requirement and can modify the message template as per their requirement

• Once the template selection is done. The user can setup the exit criteria
  

Trigger Nurture Usecase from Zoho

Step 1: Requirements in the ZOHO CRM: 

• To use this in any of the Zoho family CRM. The particular CRM should have webhook option available in It

• Example: We will trigger the UseCase when a Lead is Created this condition is created in the Zoho Workflows 

• In ZOHO the Workflow will start by asking on which object you are creating the flow. After that there will be a condition of when we should trigger this. Created/updated/deleted

• After the condition Select all leads if it will be applicable to all the leads → Instant Actions → WebHooks → Create a webhook/select an already created webhook.

Step2: Create a WebHook:

Provide a  name to the webhook.

Method : POST

URL: https://app.sms-magic.com/api/v2/converse_app/tasks

Authorization Type: General

Custom Parameters → apikey : provide the SMS-Magic Portal APIKey ( you can find this in Get Started Page)

Body → Type: Raw and Format : JSON

Paste the following Code: 

{ "record_ids": "${Leads.Lead Id}", #give the {object.objectID}

    "app_id": "784e3ca2-5a8d-41c5-a828-671aa326c756", #Paste your APPID here.

    "record_type": "Leads", #object

    "crm_user_email": "${Users.Email}" #SMS_Magic Portal email ID}

Flow Activation: 

Save and Activate the flow to start the flow.

Video Reference for the Automating Your Messages

1. Reminder - Conversive Reminder Automation