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Create Automation UsecasesNotification Usecase Automation

Configuring and Managing Notification Usecase

Steps to Create Notification Usecase Automation

Prerequisites: Ensure that your CRM is connected to Conversive through integration. or you ensure that you are using audience manager as a data source and you are using a Conversive-related automated use case.

  1. In the navigation bar, click on Automation Use Case.

  2. Click the Create New button on the Automation page.

  3. In the modal, select Notification.

  4. Select the CRM, channel, and sender ID.

    • Setting up Mappings and Settings CRM Object:** Choose the relevant CRM Object to map your message template for personalization.
    • Phone Field: Select the corresponding phone field for the CRM Object (e.g., Mobile Number from the HubSpot Contact Object).
    • Sender ID: Choose the Sender ID for sending automation messages.

  5. Rename the Notification message at the top of the page for example ‘Interview call out for candidates’.

  6. Edit the template as per your Notifications. 

  7. After Editing the message, Click on Activate button at the top.

  8. Confirm the Automation Activation by clicking OK.

  9. Automation is successfully executed. Click on Back to go to Automation.

  10. Click on My Automations and Check the Automation is Active.

Key Concepts:

  • Notification Usecase: This refers to a series of automated messages designed to deliver specific information or updates to users.
  • CRM Object: Represents data stored in your CRM system, like contacts or leads.
  • Phone Field: Specifies which phone number field in the CRM object will be used for messaging.
  • Sender ID: This is the identifier recipients will see as the sender of the messages.

By following these steps, you can successfully activate a Notification use case in Conversive.