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Step 1: Access the Report First, navigate to the Reports section from the main navigation menu. Scroll down the list of available reports and click on Referral Reports. Step 2: Set Your Global Filters At the top of the report, you will find several filt...

Step 1: Navigate to Flow Automation First, navigate to the Configuration section from the main menu on the left. From the sub-menu, click on Flow Automation. Step 2: Create a New Simple Flow On the "Existing Flows" dashboard, click the + Create a Flow but...

Step 1: Navigate to Flow Automation First, navigate to the Configuration section from the main menu on the left. From the sub-menu, click on Flow Automation. Step 2: Create a New Advanced Flow In the "Existing Flows" dashboard, click the + Create a Flow b...

Save Frequently: Always click the Save button as you build. Plan Your Logic: Before you build, sketch your flow on paper. It's much easier to plan your branches and logic in advance. Use 'Stop' Nodes: Every branch in your flow must have an end. I...

1. Tiered Birthday Bonus This flow sends a different bonus to a customer on their birthday based on their loyalty tier. Trigger: Webhook (This assumes you have a daily system that finds all customers with a birthday today and sends a webhook for each one...

Q: Why isn't my flow working? A: Check three things: Is the Status toggle set to Active? Did you click Save after your last change? Are all your branches connected? Check every Condition node to ensure both the "Yes" and "No" paths lead to another node (...

Q: Why isn't my flow sending? A: Check three things: Is the Status toggle set to Active? It must be "on" to run. Did you click Save after making your most recent changes? Is the trigger event actually happening? Check your other reports to ensure you are...

Always Use a Wait Time: Avoid immediate actions (0 minutes). A short wait of 5-10 minutes feels more natural to the customer and prevents any system race conditions. Clear Naming: Name your flows descriptively (e.g., "Post-Purchase NPS Survey - 2 Day ...

Welcome Message: Trigger: Loyalty Enrolment Wait: 5 Minutes Action: Send Email (with a "Welcome to the club!" message) Post-Purchase Feedback: Trigger: Loyalty Issuance (which happens on a purchase) Wait: 2 Days Actio...

Step 1: Navigate to Campaigns Select Campaigns and click on the +Create a Campaign button. Select SMS from the available "Mode of Communication" options. Step 2: Define Campaign Details Campaign Name: Enter a clear, internal name for your campa...

Step 1: Navigate to Campaigns From the main dashboard, select Campaigns from the left-hand navigation menu and click the +Create a Campaign button and select Email.   Step 2: Select Campaign Type You will be prompted to select the campaign type. For a st...

Step 1: Access the Templates Section From the main navigation menu, click on Assets. Under Assets, select Templates. Step 2: Start Template Creation 1. On the Communication Templates page, click the + Create a Template button. 2. In the ...

Step 1: Select Carousel Message Type In the Add Template screen, under Message Type, select Carousel (highlighted). 2. The interface will update to show an Add Cards button. Step 2: Add and Configure Cards Click the + Add Card button. You c...

Step 1: Access the Templates Section From the main navigation menu, click on Assets.vUnder Assets, select Templates. Step 2: Start Template Creation 1. On the Communication Templates page, click the + Create a Template button. 2. In the Mode of Communi...

Area Best Practice Rationale Brevity Keep messages concise, ideally under 160 characters (for GSM-7 encoding) to ensure they are delivered as a single message part and reduce costs. Prevents message splitting, which can be confusing and more exp...

Use Case Sample Template Structure (Placeholders as [VARIABLE]) Flash Sale Flash Sale! Get [DISCOUNT_PERCENT] % OFF for 24 hours only. Shop now: [SHORT_LINK]. Reply STOP to opt out. Abandoned Cart Hi [FIRST_NAME], your items miss you! Comple...

Q1: Why is my template not sending? A: There are three potential causes: Missing or Unapproved ID: You might have a missing or unapproved DLT/Registration ID. Sender ID Whitelisting: Your Sender ID may not be whitelisted for the specific country/net...

Step 1: Access the Templates Section From the main navigation menu, click on Assets. Under Assets, select Templates. Step 2: Start Template Creation 1. On the Communication Templates page, click the + Create a Template button. 2. In the Mode of Communi...

A Carousel template allows you to showcase multiple products or services in an interactive, horizontal scrollable view, requiring a minimum of two cards. Step 1: Select Carousel Message Type In the Add Template screen, under Message Type, select Carousel...

To maximize engagement and maintain a high-quality rating for your WhatsApp Business Account, follow these best practices: Be Concise and Clear: WhatsApp is a fast-paced channel. Ensure your message is direct, offers immediate value, and clearly states th...