Auto Messages (Trigger-Based Automations)

Setting Up an Trigger (Step-by-Step)

1. Name Your Trigger

Give your trigger a clear, meaningful name so you can easily identify its purpose later.

2. Add Triggers

Define what should start this workflow:

Whenever a customer interacts with a field (e.g., "Messaging", "Lead State", "Course Interest"), and that field matches the specified condition, a trigger is activated automatically.

Choose a customer field (e.g., “WhatsApp Template”, “Lead State”).

Define the condition logic (e.g., “is”, “contains”).

Set the expected value (e.g., “MBA Leads”).

You can also combine multiple conditions using OR/AND logic to build advanced trigger scenarios.

3: Add Action — Send Message

• Click "Add Action"

• Choose "Send Message"

• Select the WhatsApp template you want to send

• Personalize it using variables (e.g., {{name}}, {{course}}, {{date}})

• Choose the phone number field the message should go to (e.g., Mobile)

4: Save and Activate

• Review your trigger name and conditions

• Click "Save" and toggle the status to Active