Send customers SMS with link to download the application
In today’s retail landscape, engaging customers through smart technology is essential. This use case demonstrates how a customer service system, integrated with automation and messaging tools, can boost customer interaction. By using Synerise’s API, retailers can send timely SMS notifications, promoting app downloads and driving personalized marketing campaigns.
The workflow is triggered when a customer contacts a consultant, sending an SMS with an app download link. This enhances the customer experience by providing immediate app access, improving efficiency, and encouraging deeper engagement with the platform.
This strategy fosters customer loyalty, ensures relevant, well-timed communications, and respects preferences with a weekly message cap. The integration is simple, scalable, and adaptable to future needs.
Prerequisites
- Implement a dedicated custom event, triggered when a customer contacts a consultant, sending an SMS with an app download link. In this use case, we use
customer.callevent. - Integrate with the SMS provider.
Create a workflow
You will create a workflow which will be triggered by a custom.call event and send an SMS to a customer with a link to the application.
Select the trigger
- Go to Automations > Workflow > New workflow.
- Enter a name of the workflow.
- Define the trigger by choosing Profile Event.
- To open the settings of the node, click the node.
- In the settings of the node, from the Choose event dropdown list, select customer.call.
- Confirm the settings by clicking Apply.
Select the action node
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To add a node, click THEN.
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From the dropdown list, select Send SMS.
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To open the settings of the node, click the node.
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In the settings of the node, in the Content section, click Define.
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From the From phone number dropdown list, select the SMS account from which the message will be sent.
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Click Create message.
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In the upper right corner, click New template.
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In the SMS Message field, enter the contents of your message. You can use inserts to personalize the message, you can use emoji to make the message look breezy or use short links.
Profile Event trigger configuration -
After the content is ready, click Use in Node.
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In the Content section, click Apply.
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If you want to add custom parameters to the events generated automatically by this Automation (for example, sms.send), in the Additional parameters section, click Define and add a pair or more of parameter and value. Confirm the settings by clicking Apply.
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If you want to send a test SMS, perform the instructions in the Sending a test message section.
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You can define additional node setting such as enabling ignoring limits or global control group. You can find more information about it in Defining additional node settings section.
Profile Event trigger configuration -
To confirm the node settings, click Apply.
Result:
Profile Event trigger configuration
Add finishing node
- To add a node, click THEN.
- From the dropdown list, select End. This node doesn’t require configuration.
Note: Remember to define additional settings for the workflow, in this case: capping, for example 1x per week. - In the upper-right corner, click Save & Run.
Check the use case set up on the Synerise Demo workspace
You can check the workflow configuration directly in Synerise demo workspace.
If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.
