Workflow automationWorkflow automation
6 min read
WhatsApp follow-up workflow: 24-hour window and templates
A WhatsApp follow-up workflow: the 24-hour window, utility and marketing templates, opt-in, cadence and a stop condition for every step.
Workflow automation
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4 of 4 posts shown
Workflow automationWorkflow automation
6 min read
Marketing campaign to CRM: getting the data flow right
Data flow from a marketing campaign into the CRM: six fields, a naming rule, the path per channel, asking the customer, consent and testing before launch.
Workflow automationWorkflow automation
6 min read
Appointment reminder workflow: message, call, confirmation
An appointment reminder workflow: four touches from confirmation to final reminder, reply statuses, channel choice, privacy and the step after a no-show.
Workflow automationWorkflow automation
6 min read
Workflow automation mistakes: the nine most common
Nine common workflow automation mistakes: ownerless steps, stop conditions, dedupe, platform rules, quiet hours, testing, logs and measurement.
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