Free WhatsApp workflow template
New and returning contact greeting: every step, in order, before you switch it on
Greet a brand-new contact and somebody coming back after a day away differently.
- 3 steps
- 2 messages
- When: Chat starts
Routing: new and returning contacts
Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.
When: Chat starts
Also when they write again after 24 quiet hours
- 1
Returning?
If Returning: their answer contains closed, quiet
- 2
Send a message
Welcome back! [Your name] here again. What can I do for you today?
If Everyone else
- 3
Send a message
Hi! Thanks for messaging [Your business]. [Your name] here - what can I help with?
What it does
Greet a brand-new contact and somebody coming back after a day away differently.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Routing: new and returning contacts". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use ActivityTracker? Open the workflow templates in the app
Workflows like this one
When contacts first message your business, respond with a chat menu offering self-service options and a way to speak to you. The answer to Products is left blank for you to write, so it cannot publish until it says something true about your business.
6 stepsThe moment your AI agent tags somebody hot, it goes to you with a comment, before the interest cools.
2 stepsA menu with a road per option, each one ending back at the menu so nobody gets stranded. Pair it with the Sub Menu template for the deeper questions. The two answers are left blank for you to write, so it cannot publish until they say something true about your business.
9 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.