Auto-Send WhatsApp Booking Confirmations
Let us look at the use case of how to Send an Automated Confirmation Message After a Wix Booking
How to Auto-Send WhatsApp Booking Confirmations for Your WIX Site with Mercuri CX
Streamline your customer communication and save valuable time by automatically sending personalized booking confirmations via WhatsApp.
This guide will walk you through setting up an automated workflow using Mercuri CX for your WIX Booking system.
Why Automate Booking Confirmations?
Improve Customer Experience: Provide instant reassurance to your customers the moment they book.
Reduce No-Shows: A timely confirmation and reminder keep the appointment top-of-mind.
Eliminate Manual Work: Free up your team from the repetitive task of sending confirmation messages.
Look Professional: Deliver a seamless and professional booking experience from start to finish.
Step-by-Step Guide
We'll set this up in two main parts: first, creating the message template, and second, building the automation that sends it.
Part 1: Create Your WhatsApp Booking Confirmation Template
This is the message your customer will receive. We need to create it first so WhatsApp can approve it.
Step 1: Navigate to Templates
Log in to your Mercuri CX dashboard.
From the left-hand menu, go to Templates and then select WhatsApp.
Step 2: Create a New Template
Click the + Create Template button in the top-right corner.
Step 3: Define Template Basics
Template Name: Give it a clear, lowercase name (e.g., booking_confirmed).
Category: Select UTILITY. This is crucial for transactional messages like confirmations.
Language: Choose the language for your message.
Step 4: Craft the Message Body This is where you'll write the confirmation message. We will use variables (like {{1}}, {{2}}) as placeholders for customer-specific details that Mercuri CX will automatically fill in.
In the Body text box, enter your message.
Hello {{1}}!
Your booking at {{2}} is confirmed!
When: {{3}} Location: {{4}} Service: {{5}}
If you need to make any changes or have any questions, feel free to contact us. We look forward to seeing you!
Best regards
Step 5: Map Your Variables Now, let's tell Mercuri CX what data each variable represents.
For each variable, use the "Select value" dropdown to map it to the correct WIX Booking data:
{{1}}: Select First Name
{{2}}: Select Business Name (or Resource Name)
{{3}}: Select Start Date and Time
{{4}}: Select Location Name
{{5}}: Select Service Title
Step 6: (Optional) Add a Call-to-Action Button You can add a button that links to your website or a booking details page.
Under the Buttons section, click + Add a Button.
Select the Type of action: Visit Website.
Enter the Button text (e.g., "View Details").
Enter the Website URL where the button should lead.
Step 7: Submit the Template
Once you're happy with your message, click Create Template.
Part 2: Create the Automation Workflow
Now that we have our WhatsApp Template ready, let's us now automate this process.
Step 8: Navigate to Automations
From the left-hand menu in your Mercuri CX dashboard, click on Automations.
Step 9: Start a New Automation
Click the + Create Automation button.
Step 10: Select the Automation Trigger This is the event that will start the workflow.
From the "Select automation type" dropdown menu, choose bookingConfirmed.
Ensure the Enable toggle is switched on.
Click Create Automation.
Step 11: Configure the Automation Channel
On the "Edit Automation" screen, you'll see options for channels. Click on WhatsApp.
Step 12: Link Your Template
The system will display your available WhatsApp templates.
Select the booking_confirmed template you created in Part 1.
Step 13: Save and Activate
Click the Create button to save your settings.
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