Creating an Auto-Mailing
Mailings in Telegram, WhatsApp, VKontakte messengers. Setting up automatic message chain delivery with delays.
Setting up auto-mailings in a chat bot: creating sales funnels, client segmentation, automatic reminders in messengers.
How to create a mailing in messengers
Step #1 - Open the auto-mailing interface
Select your bot, then in the left menu select Auto-mailings
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Auto-mailings menu
Step #2 - Auto-mailing setup
Create an auto-mailing
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Auto-mailings page
Fill out the form
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Auto-mailing creation interface
- Specify the auto-mailing name, any name you like.
- Select the messengers for which the mailing will be sent. The client will receive a message only in the messenger through which they wrote to the bot.
- You can also segment the audience for the mailing; to do this, specify the corresponding tags that mark your clients. You can also add exclusion tags; in that case, only clients not marked with those tags will be included in the mailing. You can also not specify these tags at all; then all clients of the selected messengers will be included in the mailing.
- By default, only new clients are included in the auto-mailing, but if you want to add current clients to the auto-mailing, set the corresponding flag.
Step #3 - Adding auto-mailing steps
Information
Each step contains a scenario and a delay/time for the mailing. Steps are executed sequentially.
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Auto-mailing steps interface
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Auto-mailing step addition interface
- Specify the step name, any name you like.
- Select the scenario that will be sent to clients, i.e. the client will receive the scenario's start block and will be able to interact with the sent scenario. Scenarios are created in the bot scenario editing section in the bottom right corner (see image below).
- Delay after the previous step or time/date of step receipt. Can take values: immediately, minutes, hours, days, time, date.
Adding a new scenario
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Adding a new scenario
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Auto-mailing steps management interface
Important
If you delete the step where the client stopped, they return to the first step and start receiving the mailing again, so try not to delete steps.
Step #4 - Launching the auto-mailing
The launch button is in the Settings tab
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Launching auto-mailing
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Auto-mailings list
Note that the "Request phone number" block cannot be used in an auto-mailing. This means it cannot be sent without user action. I.e. it is acceptable when it is in the mailing scenario but only arrives after an action.
Note that slow mailing is configured in WhatsApp in accordance with messenger limitations. After launching the auto-mailing, all messages are queued.
After creating an auto-mailing, you must test it. To do this, assign yourself a tag, for example "test", and send the mailing with a filter by tag "test", i.e. only to yourself.
Setting up auto-mailings - automatic reminders and mailings by user tags
Complete guide to creating an automatic mailing system in chat bots using tags and time intervals.
Learn the principles of working with user variables, setting up sending conditions, creating multi-stage reminders, and filtering the audience for maximally effective customer communication.
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