The Call Follow-Up workflow will allow you to automatically send a simple SMS with a pre-defined message to your mobile callers after they called, in order to be able to give the caller an improved customer experience.
For example, if a mobile caller dropped the call or hung up too quickly, shortly after the call they will receive an SMS with a text of your choice. In combination with activating the Kaisa workflows Missed call notifier or the Dropped call notifier, this could help you recover a caller and make a better impression towards your prospects and customers.
How to activate it step by step
1. Log in to your Kaisa Dashboard, click on the Workflows menu, search for the Call Follow-Up messaging workflow and press the Request button. (This only needs to be done once and only if it is not done before). This will send a ticket to our support team that will enable the Workflow for you as soon as possible. Note that your agreement must include this workflow in order for you to use it.
2.When you have got an email saying the workflow has been enabled you can go to the workflows site again and click on Setup to fill in the required settings for it to be appropriately activated.
3. Fill in the settings that you want to apply to the SMS.
- How often should the customer receive the Follow-up SMS (optional): After each call, once a day, once a week or once a month.
- Maximum duration: if you set it up to f.e. 30 seconds, it will include all the calls that lasted from 0 to 30 seconds (all missed calls, and most of the dropped calls for example when you have an IVR).
- Sender name: you can enter any name that you want the mobile users to see when receiving the SMS, but the limitation is 11 characters and no spaces.
- SMS Text: here you have to insert the text content of the message that will be sent to customers. You can use the macro {custname} to include in the text the name of your Kaisa account.
Now enable the workflow by simply clicking Save changes. Done!
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