How to Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated ?
Automating Update Notifications with Webhooks
This guide demonstrates setting up an automation workflow to receive automatic updates for the following events:
New customer creation
Transaction creation
Custom field updates on a customer profile
Steps to Set Up:
Create Webhook URL: In your automation builder, generate a unique webhook URL.
Integrate with Rewards Store: Copy the generated webhook URL and paste it into the appropriate section of your rewards store to capture incoming data.
Configure Basic Router: Set up a basic router with specific filters to differentiate between new customers, transactions, and custom field updates.
Add CRM Blocks: Incorporate CRM blocks in your workflow to send template messages via WhatsApp, customized with relevant information for each trigger scenario.
Testing Your Workflow:
New Customer: Create a new customer profile to verify the trigger and messaging functionality.
Transaction: Create a transaction to test the transaction update trigger.
Custom Field Update: Modify a custom field on a customer profile to ensure the custom field update trigger functions correctly.
Successful setup and testing will enable the automated sending of update messages via WhatsApp for each scenario.
To enable sending alerts to customers instead of only to an admin, you need to modify the workflow in the CRM blocks. Replace the fixed WhatsApp number with a variable that dynamically maps to the customer's number. Use the variable mapping WANUMBER to achieve this.
This adjustment ensures that alerts are sent directly to the customer's WhatsApp number, personalized and targeted based on the specific trigger event.
You can copy the automation from the given link:
/products/automation/flow/a9a00f046d4f097db22cef0fbd2ccf6c
Kindly add your dashboard url in front of above link.
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