Triggers are powerful tools that allow you to personalize and optimize your interactions with customers. At Konvo, we offer different types of triggers, like Customer Interaction Triggers. In this guide, we will explore how these triggers can transform your support and marketing strategy, and provide a step-by-step guide on how to set them up.
The Importance of Triggers
Triggers are essential for creating automated flows that cater to the specific needs of your customers. Here are some key benefits:
Personalization: Send relevant and timely messages based on customer interactions and important dates.
Efficiency: Automate repetitive tasks, freeing up time to focus on more strategic initiatives.
Customer Satisfaction: Improve customer experience with personalized and timely responses.
Customer Interaction Triggers
Closed Conversation
This trigger is activated when a conversation with a customer is marked as closed. Here’s how to set it up and some practical use cases:
Configuration
Go to Your Flow: Navigate to the flow you want to edit in the Konvo dashboard.
Select "Edit Trigger": Click on the trigger section of your flow.
Choose "Closed Conversation": Select the "Closed Conversation" option as the trigger type.
Practical Use Case
Follow-Up Messages and Surveys: Send follow-up messages and surveys after resolving customer queries to gather feedback and improve service.
Thank-You Messages: Send thank-you messages to show appreciation for the customer interaction and strengthen the relationship.
Date-Based Triggers
These triggers activate flows based on specific dates related to your customers. Here’s how to set them up:
Configuration
Go to Your Flow: Navigate to the flow you want to edit in the Konvo dashboard.
Select "Edit Trigger": Click on the trigger section of your flow.
Choose "Date Property": Select the "Date Property" option as the trigger type.
Select the Key Date: Choose the key date (before or after) and configure the trigger time for the flow.
Repetition: Decide if the flow should repeat monthly, annually, or never.
Practical Use Case
Birthday Greetings: Automatically send birthday greetings to show you care about the customer.
Renewal Reminders: Send renewal reminders to ensure customers do not miss their subscriptions.
Anniversary Greetings: Send anniversary greetings to celebrate the long-term relationship with the customer.
Addressing Potential User Questions and Pain Points
How Do I Know If My Trigger Is Working Correctly?
To ensure your trigger is working as expected, thoroughly test the flow. Send test messages or interact with your widgets and buttons to see if the flow is triggered as intended. You can also use Konvo's analytics to monitor the performance of your triggers and make necessary adjustments.
Can I Have Multiple Triggers for a Single Flow?
Yes, you can set up multiple triggers for a single flow by adding multiple trigger conditions. This allows you to cover various entry points and ensure that the flow initiates correctly regardless of how the customer interacts with your platform.
Summary and Next Steps
Customer interaction and date-based triggers are powerful tools in Konvo that can transform your support and marketing strategy. By understanding how to set up these triggers, you can create automated flows that cater to the specific needs of your customers, improving customer satisfaction and efficiency.
Closed Conversation Triggers: Ideal for sending follow-up messages and thank-you messages after resolving customer queries.
Date-Based Triggers: Flexible and perfect for sending birthday greetings, renewal reminders, and anniversary greetings automatically.
Don’t stop here; explore more of Konvo's features to maximize your automation potential. With Konvo, you can save 70% of your time and improve your customers’ experience with instant answers, real-time updates, and 24/7 support.
Learn more about our features with our Guides & FAQs.