Article: Send customers Birthday greetings through respond.io based on CRM’s reminders
S
Sana Nazir Ahmad
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.
S
Sana Nazir Ahmad
Proposed Solution:
- Add an error handler to the workflow to handle scenarios where:
- The contact is not found in the database.
- The workflow fails to process the record.
- Redirect such cases to another module or mark the journey as failed for further review.
- Implement an alternative approach:
- Watch for the contact’s record in Airtable.
- Attempt to send the birthday message to the contact.
- If the message fails to send, use an error handler to:
1. Create a new contact in Respond.io.
2. Resend the notification message to the newly created contact.
OR
1. Synchronize data between the CRM and Respond.io by creating or updating the contact
details in Respond.io.
2. Once the contact details are updated, send a personalized birthday message to the
contact to ensure the greeting is successfully delivered.