Use personalized attachments to boost customer engagement via SMS or WhatsApp automation.
Create a new workflow from scratch in your CRM system.
Add a step to the workflow, typically using SMS or WhatsApp. The WhatsApp plugin is recommended for enhanced functionality.
Navigate to your sidebar, find the plugin under "Docs and Bolt-On," and install it to automate messages via WhatsApp.
Automate the sending of videos or photos with your messages. For SMS, keep the file size small; WhatsApp allows larger files.
Use attachments for outreach, like a personalized video introducing yourself, and highlight the benefits your program offers. Keep the message simple, like asking for a thumbs-up if they want to learn more.
Include personalized details like the recipient's first name by using custom fields in your message.
Test the SMS or WhatsApp message by sending it to another phone number before reaching out to clients.
Personal, visually-driven content often leads to higher engagement and conversion rates.