Automations

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

Automations

What are Automations?

Automation means setting up messages that are automatically triggered when a customer takes a specific action on your website. For example, when a customer places an order, an automated message is instantly sent to confirm their purchase, eliminating the need to send each message manually.

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.

Automations

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

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Supported Automations for Different Platforms

Platforms	Available Automations
Wix	E-Commerce Automations Booking Related Automations Restaurant Table Reservation Automations Restaurant Order Automations New Customer Sign-up Automations Form Submission Acknowledgement Automation
Shopify	E-Commerce Automations New Customer Sign-up Automations
Pipedrive	New Customer Sign-up Automations