We close a reasonable number of deals that start in the DMs but the record of it lives in someone's head and a spreadsheet. What should actually be recorded, and where, so the pipeline is real?
Our welcome flow sent a first time discount to people who have been buying from us for two years. They were not impressed. How do you exclude an existing customer from a flow meant for new people?
A customer told us they had asked to stop receiving messages and we kept sending. I checked and they wrote please stop the daily ones. Did we do something wrong or did that just not register?
Ask for it with a collect step that validates the answer, save it to the contact, then subscribe them to email so you have a channel with no messaging window. Do this in almost every Instagram and WhatsApp flow. It is the single most valuable thing a chat conversation can produc…
The Instagram window closes and then we cannot reach people who genuinely wanted to hear back. Collecting a phone number in the chat and texting later seems like the answer. How is that set up and what are the rules?
Broadcast to a segment of 4,100 contacts, delivered count came back as 260. No error anywhere. I expected some failures but not that ratio, so I assume I am misunderstanding something fundamental.
We sell skincare and people do not know which set to buy. A short quiz in the DM that ends with a recommendation would save us a lot of typing. How is that put together, and does it need AI?
We are choosing between two platforms and nobody wants to talk about leaving. Realistically, what moves with you and what do you rebuild if you switch DM automation tools in a year?
Our flow asks for an email so we can send a PDF. Someone on the team said collecting personal data in a chat is a GDPR problem. Is it, and what do we have to do differently?
Someone comments on my post asking for a link. If my automation DMs them the link, is that consent? And is it different from adding them to a list I message later?
Send buttons or quick replies, then branch on which one came back and add a tag on each branch. Two steps, and it turns every conversation into segmentation you can use later. The reason this is worth doing on almost every flow: a tap is a stated preference, and it is the cheape…