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  • 🧤Features
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      • Track Campaign Performance
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
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        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
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  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
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    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
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      • WhatsApp Onboarding
      • How to use Mercuri?
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On this page
  • Why Automated Messages are Helpful for Both Businesses and Customers
  • Steps to Set Up Automated Message
  • Supported Automation Flows in Mercuri CX
  1. Features

Automations

The Automation feature lets you send automated SMS or WhatsApp messages based on user actions, like cart abandonment to re-engage users.

PreviousTrack Campaign PerformanceNextAutomated workflow for e-commerce businesses

Last updated 14 days ago

Why Automated Messages are Helpful for Both Businesses and Customers

For businesses:

  • No need to manually send updates to every customer, thus saving time.

  • No need to worry about forgetting to send confirmations or reminders, thus reducing mistakes or confusion.

  • helps to build trust with customers, as they feel valued and cared for when they get timely updates.

  • Gentle reminders (like abandoned cart or booking reminders) can bring customers back and improve conversion, eventually leading to increased sales and bookings.

For customers:

  • Instantly gets updates regarding their orders or bookings without any hassle.

  • Customers get notified immediately if there is any cancellation or rescheduling.

  • Clear and timely communication helps customers feel valued and confident in the business, which enhances the customer experience.

Steps to Set Up Automated Message

Follow the instructions below if you have already set up the WhatsApp and SMS templates.

  1. Go to the Automation section in the dashboard.

  2. Click on Create Automation.

  1. Choose the required automation type from the list and click on Create Automation .

  2. Next,select the preferred communication channel — WhatsApp, SMS, or both — for delivering the automated message.

  3. Choose a pre-approved template for each selected channel (you can add multiple templates to one automation).

Supported Automation Flows in Mercuri CX

Mercuri CX supports automated messaging workflows across the following categories:

🧤
E-commerce
Restaurants
Restaurant Table Reservation
Booking related events
Customer Signups
Form Submissions
Automations
Automations