Nurture Use Case Trigger with Pre-recorded Template
Here is a step-by-step guide on how to activate a Nurture usecase Trigger with Pre-recorded Template in Conversive:
- Configure the Nurture Use Case:
- Navigate to the Use Case tab and select the Nurture Use Case.
- Click on “Get This Automation”.
- Enter the Use Case template name under the Use Case section.
- Select CRM Object and Channel:
- Choose the CRM object and phone field.
- Select the desired channel and sender ID.
- Note: Selecting the channel will remove the existing default template.
- Configure Message Action:
- Decide when to send the message. In this case, select “Immediate Action”.
- Select Template:
- In the Selection Template section, choose between “Create Template” or “Select Existing Template”.
- Select an existing template and click “Save”.
- Activate the Use Case:
- Activate the Use Case by clicking the “Active” button.
- Trigger and View Activity:
- Once activated, creating a record in Audience Manager will automatically trigger a pre-recorded audio for that number.
- After creating the contact, view the Use Case activity to confirm the record was successfully triggered.
- Check SMS and Call History:
- In SMS History, verify the voice call history and confirm the pre-recorded template was triggered.
- Check the call status and recording.
- Ensure the record is displayed on the desk as well.
- Review Converse Desk:
- In Converse Desk, confirm the pre-recorded audio record is displayed for the Audience Manager record.
By following these steps, you can successfully configure and activate the Nurture Use Case with a pre-recorded template.