Import Contact

Introduce your brand and convert contacts into customers.

All the journey made with Import Contact as the starting point starts as soon as a CSV file with specified format is uploaded with customer details. In case you don't know how to import a contact, tap here.

Scenario

A business is hosting an event and wants to send a confirmation message to all the participants informed about all the updates.

Explanation: Uploading a CSV file with participants' information triggers a journey, participant receives a confirmation message (template with quick reply 'check event details') and when they respond the journey starts that sends the event details to them.

How can you create the same scenario as a journey?

Steps To Create The Journey

1. Select Import Contacts under Business Initiated Journey.

1. Choose a message template that, when sent to the customers and if they respond with the desired reply, they are directed to the journey flow.

For the scenario above, we have a template called 'event confirmation message,' we select that. Tap below to see the sample template:

Sample Template

Header: Hey {{User's Name}}! Body: 🎉 Exciting news - your spot for {{Event Name}} is confirmed! Can't wait to see you there! 😊👋 Button: Check event details

If you don't have a template, tap here to create.

It's recommended to create templates with button replies to ease down the process of conversation and AI can match the intent clearly to initiate the journey flow.

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1. Once you have opted for a template, its preview will be displayed on the right side of the screen (If not, tap the 'edit' button beside the template drop-down). You can set attributes for the dynamic variables in the template.

Here we want to address the users with their first name so we select User Attributes>first name.

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You will get option to set attributes only if your template has dynamic variables.

Attributes selected replaces the dynamic variable {{ }} in the template. There are many attributes you can choose as per your needs and wants.

• Once done tap ‘Save’ templates.

1. Enter an attribute name. This is where the user response gets saved, which decides whether the journey will continue or terminate.

For the time being, let's name our attribute as User Reply.

This is where the journey flow starts based on the user response to the template sent above.

We will use different cards like display cards, rules cards, utility cards and plugin cards to create the journey.

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1. Creating the Journey Flow

We have already sent the confirmation message in the form of a template. So the only thing left, as per the scenario, is to send the event details only if they tap the button on the template, i.e. 'Check Event Details.'

For the same, we first add a Run-If card.

• Run-If Card

We add attributes as 'User Reply' (taken above), select the condition 'Is' and enter the value as 'check event details.'

What will this run-if card do?

When the flow moves to the run-if card, it checks what the user has replied to the template, and if the response stored in the attribute is the same as the value entered in the card, the flow moves to the next card.

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Here, if the user taps on the template button 'check event details', the flow moves to the next card in the flow.

We now add an interactive message card to send the event details.

• Interactive Message Card

For engagement, we select the image that showcases the event template with details. We add a body massage with the details like:

Join us on 07.02.24 at the Bandra Mall, Raipur. Can't wait to see you there for a magical time! 😊🌟

We select the CTA URL and enter the button label as explore more, which redirects to the website with further event details.

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1. We lastly add an end conversation card to end the journey.

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Cards placed after end conversation card will not run.

How does the above journey work?

As soon as a file is imported with customer details, the template is sent automatically to all the customers added to the journey.

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Now, when the customer taps on the template button, their response gets saved and is then matched with the value in the run-if card. If it matches, the next interactive message card is sent with the event details.

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The conversation ends automatically and gets closed as soon as the interactive message card is sent to the customers, as the flow moves to the end conversation card.