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Engage and Onboard New Customers

When new users or customers sign up for your services or buy your product, you want to engage with them right away. You can do this using Moments and the communication channel your customers perfer, such as WhatsApp.

Solutions to combine:

Moments
People
Channels (in this tutorial, we've used WhatsApp)

This tutorial shows how to welcome your new customers by sending them a message to announce enticing new products that are in store for them.

Process Workflow

IMPLEMENTATION STEPS

Before you implement this use case and start using WhatsApp interactive message templates, the template needs to be approved by WhatsApp.
Once your buttons_retail template is approved, you can reuse it and personalize it for each customer who will receive the notification.

PREREQUISITES:

There are three possible ways to track customer actions/events using:

In this particular use case, we need to track events with JavaScript SDK.

For detailed instructions, refer to the JavaScript SDK article on our Documentation Hub or visit the WebSDK library directly from our web interface (navigate to the People platform > Events > Web SDK).

NOTE

Event tracking is possible when customers are logged into your website.

Start by creating a new event that will be the trigger. Navigate to the People data platform > EVENTS > NEW EVENT DEFINITION.

In this case, you could use Registration as an event that will trigger other actions in the communication flow.
(You will need to do the same for every event you plan to add to your communication.)

Once you have created a New Event Definition obtained your definition ID, go back to the Web SDK library and copy the tracking method code to the body of your website.

Steps over Web Interface

In the Communicate module (on the navigation bar), click CREATE FLOW and then Start from Scratch.
As your starting point, select Trigger > People Real-Time Event.
Select (previously set) Registration as the profile behavior behavior the flow will wait for as an event.

Add the Send WhatsApp message element and choose the buttons_retail template.

Now you need to define the payload for each button.

Add the Evaluate Inbound element and choose WhatsApp as the communication channel.

Create the button variable which will save your customer’s response.

Update the person profile’s already defined answer attribute with the newly created button variable.

Create a new entry point called Change in People Profile and evaluate which button the customer has clicked on.
To be evaluated successfully, the attribute must be in the following form:
- BUTTON - Text: Button text, Payload: Payload text

Finally, based on the button your customers have chosen, send them the required information.

The preview below shows how the message looks like on your end-user's device: