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Detect the moment a customer makes a purchase on your website and send them a message asking for their opinion via WhatsApp with Oct8ne, to monitor the follow-up of that WhatsApp through Oct8ne.
Objective: Customer loyalty.
Difficulty: Intermediate.
When to use it: To monitor satisfaction with your purchases.
This strategy is not in our template pool because, to implement it, you first need to have completed the integration with Oct8ne in your account. Once done, you can follow the steps in this article to set up the workflow in your store.
Before you start: prerequisites
To automate sending WhatsApp messages with Oct8ne through Connectif, you will need:
- Having implemented the WhatsApp Delivery API from Oct8ne.
- The namespace: account namespace. You can find it in the admin panel if you use 360Dialog, or, in all cases, on the WhatsApp Manager page of the Facebook account associated with the sending number.
- The following data, which you should request from Oct8ne:
- Host or endpoint (different if you have an account in Europe or LATAM).
- AccountId
- Provider
- x-oct8ne-token
- The phone number configured in Meta to send WhatsApp messages.
This data will make up the Webhook URL to which Connectif will send the data to send the WhatsApp message from Oct8ne.
How it works
To send the WhatsApp message through Oct8ne, it is necessary to create a custom data sending integration. Then, create a workflow with the trigger node resulting from the integration that instructs Oct8ne to send a WhatsApp to the contact with the information collected in the event.
Workflow configuration
STEP 1. Creating the sending event
(In this section, the fields that will be shared with Oct8ne to send WhatsApp messages are configured).
1. In the Send data tab of your Integration with Oct8ne, click on Create new sending event.
2. Add the header with the Name x-oct8ne-token and the Value of the Oct8ne token assigned to you.
STEP 2. Creating the message structure in Connectif
(In this section, the properties of the WhatsApp message to be sent are configured. In the example, a real and practical message structure is documented).
To configure the WhatsApp message in Connectif, you will need to extract the message template structure to a JSON file based on the guidelines provided in the official Meta documentation.
3. Use a tool like JSON Path Finder, which will allow you to extract the path of the properties you need to create.
4. In our example, the template structure to replicate is:
{
"template": {
"name": "TEMPLATE_NAME",
"namespace": "NAMESPACE",
"language": "LANGUAGE_TEMPLATE"
},
"targets": [
{
"number": "PHONE_NUMBER",
"components": [
{
"type": "header",
"parameters": [
{
"type": "image",
"image": {
"link": "https://yourdomain.com/image.png"
}
}
]
},
{
"type": "body",
"parameters": [
{
"type": "text",
"text": "CUSTOMER_NAME"
}
]
}
]
}
]
}
5. Click on Create new Field.
Find more information about contact fields in this article.
6. Check the box Enable JSON options in the fields that require it.
It is necessary to enable JSON options when you need to send nested object values in JSON, meaning when you need to simulate a complex structure with nested objects or arrays.
7 . Copy the path and paste it in Connectif.
8. Edit the path, replacing the (x.) at the beginning and the (.) with backslashes.
9. Create the sending event fields. In our example:
- A Text field with the Name /template/name and the ID template-name
- A Text field with the Name /template/namespace and the ID template-namespace
- A Text field with the Name /template/language and the ID template-language
- A Text field with the Name /targets/0/number and the ID targets-0-number and mark it as Required
- A Text field with the Name /targets/0/components/0/type and the ID targets-0-components-0-type
- A Text field with the Name /targets/0/components/0/parameters/0/type and the ID targets-0-components-0-parameters-0-type
- A Text field with the Name /targets/0/components/0/parameters/0/image_link and the ID targets_0_components_0_parameters_0_image_link
- A Text field with the Name /targets/0/components/1/type and the ID targets-0-components-1-type
- A Text field with the Name /targets/0/components/1/parameters/0/type and the ID targets-0-components-1-parameters-0-type
- A Text field with the Name /targets/0/components/1/parameters/0/text and the ID targets_0_components_1_parameters_0_text
PRO TIP: Assign the same name to the field in Connectif as the JSON path to make it easier to locate.
10. Click on Save to register all fields.
STEP 3. "Start" Node
(In this node, the audience to which the action will be directed is set).
11. Click on (Edit node configuration) of the “Start” node.
12. In Select a restriction, check "All my list" and select "Contacts with mobile phone".
13. In Select the data source, check "All existing and new ones".
14. Click on Update.
STEP 4. "On purchase" Node
(In this node, the contact will be introduced to the workflow when making a purchase on the web).
15. Click on (Edit node configuration) of the “On purchase” node.
16. Click on Limitations and uncheck the "Deactivate after being triggered" box.
17. Click on Update.
STEP 5. Action type node "Send WhatsApp" from the integration
(This node will send the order to Oct8ne to send the WhatsApp).
18. Click on (Edit node configuration) of the node “Send WhatsApp" (or the name you have indicated in your integration).
19. Associate the information contained in the contact fields and cart information (left column) with the values to be transmitted to Oct8ne to personalize the WhatsApp message (right column).
- Associate the contact fields (in this case, phone and name) from the right column with those to be transmitted to Oct8ne. The rest of the fields, in our example, should be assigned the Literal value and indicate what information corresponds to the WhatsApp template.
20. Click on Finish .
21. Once your Workflow is activated, the WhatsApp message in our example would look like this:
Success!
Your workflow to send a satisfaction survey after purchase via WhatsApp with Oct8ne is now ready.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
- Custom integration to receive data, to learn how to use information that is not registered by default on the platform.
- Integrations with external systems, to integrate your Connectif account with Facebook, forms, and other webhooks on your website.
-
Integrations via API, to manage events such as purchase registrations or contact sign-ups.
- Batch mass email campaign, to design a phased campaign that avoids server saturation due to increased website traffic.