Help Center Request

Update Existing KB Page - https://help.respond.io/l/en/broadcasts/workflow-based-on-broadcast-response Business Problem: Business wants to give their customers the option to opt in or out of broadcast messages. Pain Points: Business customers are the recipients of broadcast messages that they do not want to receive. Context: Business is sending broadcast messages and wants to give their customers the option to opt in or out of the broadcast messages in an effort to avoid sending them SPAM messages.

Business Problem: Business wants a way to automatically close a conversation after a defined period of inactivity, in cases where agents forget to do so or when awaiting feedback from the customers. Pain Point: Conversations remain open indefinitely due to agent oversight or awaiting customer responses.

Business Problem/Pain Point: Business wants to automate sending booking details to customers after confirming a booking through a 3rd party app (SimplyBook) Use Case: Booking made through SimplyBook > After booking is made, contact is created on Respond > Message template is sent to customer with booking details obtained from SimplyBook Conversation Led Growth (CLG): Convert

Business Problem: Business wants to send a notification/message to remind customers of their abandoned carts. Pain Point: Business has high abandoned cart rates and wants to re-engage with customers.

Business Problem: Business wants the capability to return to the (main) workflow after triggering another (sub) workflow. Pain Points: Business cannot return to the main workflow after triggering another workflow. Context: The business has created a main workflow which gives contacts the option to book a meeting (amongst others). When contacts click this option, they are assigned to agents who help them schedule appointments. The business wants to allow contacts to return to the main workflow after appointment has been scheduled.

Business Problem: Businesses want to send follow up messages to leads or Contacts imported to the platform. Pain Points: Businesses do not know how to automate a follow-up message to imported Contacts. Businesses do not know how to bulk send a follow-up message to imported Contacts. Solutions: Businesses can send messages to Contacts via: 1. WhatsApp transactional notification using API . 2. Broadcast.

Stage: Capture Objective: Capture from Website Business Problem: Businesses want to create Contacts from web form registrations on the respond.io platform. Pain Point: Businesses do not know how to create Contacts on the respond.io platform after customers/leads registered through business web form. Solutions: Contacts registered through a business web form can be created on the respond.io platform via: 1. Contact import 2. Automation software such as Zapier/Make 3. API There is a feature request to have the web form embedded on a widget. Upvote this feature request here .

Business Problem: Business wants to automatically add contacts that have filled a Facebook Lead Ad Form to the respond.io platform so that interested customers can be addressed immediately. Pain Points: Business is potentially losing customers because they are unaware of new leads from Facebook Ad Forms. The process of adding contacts that have filled a Facebook Lead Ad Form is not automatic and requires manual import which causes delay in response from business to customer. Context: Business automation where contacts are created in Respond.io when they fill out a Facebook Lead Ads Form.

Business Problem: Business wants to identify and assign returning Customer back to the same/dedicated agent. Pain Points: Business doesn’t know how to automatically assign the returning customer back to the dedicated agent, if there’s one. Business doesn’t want returning customers with a dedicated agent to go through the same round robin assignment logic as new customers.

Business Problems: Business wants to automatically send appointment reminders to leads who have booked meetings with the business’ Sales team "x" number of days before the meeting. Pain Points: Time-Consuming: Sales team members have to continuously draft and send reminders for each appointment, which diverts time from core business activities. Lacks Scalability: As lead volume grows, managing reminders manually becomes increasingly challenging and inefficient.