Activate Keyword Responder Automation
How to Activate a Keyword Responder Use Case
Follow this step-by-step guide to activate a Keyword Responder Use Case in Conversive:
Step 1: Preview Keyword Responder Template
- Log in to your Conversive account.
- Navigate to the “UseCases” section in the Main Menu.
- Filter the list of templates to find “Keyword Responder Use Case.”
Step 2: Template Preview
- Preview the Keyword Responder template.
- Click “Get this Automation” to activate the template.
Step 3: Configure the Use Case Template
Clicking “Get this Automation” will clone the automation to your account. The configuration process is organized into the following sections:
Mappings and Settings
- CRM Object: Select the relevant CRM object (e.g., Contact, Lead) to map for accurate personalization.
- Phone Field: Choose the appropriate phone field from the CRM object (e.g., Mobile Number).
- Sender ID: Select the Sender ID for sending keyword responses, ensuring a recognizable sender for recipients.
Setting Up Keyword Responses
- Define Keywords: Enter the keywords that will trigger specific automated responses.
- Set Response Timing: Choose whether responses should be sent immediately upon detecting a keyword or with a specified delay (in seconds, minutes, or hours).
- Select or Create Message Template: Modify the cloned template by creating a new message template or selecting an existing one.
- Customize Content: Adjust the message template for each keyword, ensuring relevance and personalization.
Step 4: Activate the Use Case
Activate the use case once all configurations are complete.
Step 5: View Activated Use Case
The activated Keyword Responder use case can be found in the “MyAutomation” section.
Key Concepts
- Keyword Responder Use Case: This use case allows businesses to automate responses based on specific keywords, enabling instant replies to common inquiries.
- CRM Object: Represents data stored in your CRM, such as contacts or leads, used for mapping and personalization.
- Phone Field: Specifies the phone number field from the CRM object used for sending responses.
- Sender ID: The identifier that recipients see as the message sender.
Note: By following these steps, you can successfully activate a Keyword Responder Use Case in Conversive.
