Learn how to automate sending follow-up WhatsApp messages to Facebook leads using Trigger, English, and Make. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up Trigger for Facebook Leads
The first step in automating follow-up WhatsApp messages is to set up Trigger with Facebook. This integration allows you to automatically respond to new leads generated from Facebook lead ads.
To start, log into your Trigger account and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate a new workflow. Name your workflow appropriately, such as ‘Automatically Send Follow-Up Messages on WhatsApp to Facebook Leads.’ This name helps you identify the workflow later.
2. Connecting Facebook Lead Ads to Trigger
In this section, you will connect your Facebook account to Trigger. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event will be set to ‘New Lead Instantly.’ This means that every new lead generated will trigger the workflow.
- Connect your Facebook account by clicking on ‘Add New Connection’.
- Select the appropriate Facebook page from the dropdown menu.
- Choose the lead generation form you want to use.
After setting up the connection, click ‘Save’ and send a test request to ensure everything is working. You will need to fill out the form from the Facebook lead ad to see the response in your Trigger dashboard.
3. Sending WhatsApp Messages Using Interact
Once Trigger captures new leads, the next step is to send WhatsApp messages using the Interact application. Select Interact as your action application. The action event will be ‘Send WhatsApp Template Message.’ This allows you to send a pre-defined message to the lead’s WhatsApp number.
To connect, click on ‘Add New Connection’ for Interact. You will need to provide your secret key from the developer settings in Interact. After connecting, map the phone number field to the lead’s contact number captured from Facebook.
- Select the template name you created for Facebook leads.
- Set the language code to ‘en’ for English.
- Fill in the body variable with the lead’s name and email address.
Once you have filled in all required fields, click ‘Save’ and send a test request. Check WhatsApp to confirm the message was sent successfully.
4. Adding Follow-Up Messages with Delay
After sending the initial WhatsApp message, you can add a delay to wait before sending follow-up messages. Use the Trigger delay module to pause the workflow for a specified time. For instance, set a delay of 2 days to give leads time to review the brochure you sent.
After the delay, select Interact again for the follow-up action. Choose the same action event, ‘Send WhatsApp Template Message,’ but this time use a different template for follow-ups. The new template should ask if they have checked the brochure and if they are ready to make a decision.
Map the phone number field as you did before. Change the template code name to the follow-up template. Fill in the body variable with the lead’s name.
Click ‘Save’ and send a test request for the follow-up message. Ensure that the message is sent successfully to the lead’s WhatsApp.
5. Conclusion
Integrating Trigger, English, Facebook, Make, and XY Z allows for efficient follow-up communication with leads. By automating WhatsApp messages, you enhance customer engagement and streamline your marketing efforts. This tutorial provides a clear pathway to set up your automation.
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With this setup, you can ensure timely follow-ups with your leads and improve your chances of converting them into customers. Start using this automation today for better business results!