Help Center Request

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: The business wants to send birthday greetings to its contacts but is unable to do so due to an error in the workflow. Pain Point The workflow is failing to execute successfully, preventing the business from sending birthday wishes to the contact. Context The customer uses a workflow, Birthday Sendouts, on make/zapier to send birthday greetings to their contacts. The contact’s personal details, including their birthday, are stored in an Airtable database. Make/zapier watches the Airtable database to identify records whose birthdays match the current date. It retrieves these records as bundles. This data, along with a birthday greeting message, is then sent to Respond.io , which delivers the greeting message to the contact. Additionally, Respond.io assigns the conversation to an agent for further interaction if needed.

Business Problem: The business wants to integrate contacts from various platforms, including HubSpot, TikTok, and Shopify. They then want to send a follow-up message to qualify the lead. If the lead does not respond to the initial message, the business wants to wait for a specified time before sending a second message. Additionally, they want to route the lead based on the selected quick reply. Pain Point: Business is finding it difficult to automate the process of adding leads (from various platforms), messaging them using templates, waiting for a response, following up, and routing based on their choices.

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 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 to send different PDF Files to customers via WhatsApp. Pain Point: Business does not know how to send dynamic files on WhatsApp using Message Templates.

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.

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.