Automate customer cadence emails & SMS with Centro
What’s it handy for?
Create time-saving customer facing emails and texts on a cadence without leaving Slack. With the help of Centro, automatically email or SMS a customer if they haven’t responded. Don’t feel like you’re dropping the ball again!
A few uses for this workflow:
- Business Development: Prospecting new customers on a defined cadence
- Account Executives: Scheduled handoffs to Customer Success
- Customer Success: Check-in with existing customers on a regular basis
- Marketing: Conduct account-based marketing
To get started:
- Install the Centro Slack app
- Download the example
- Navigate to Workflow Builder and select “Import”
- Once imported, edit the workflow to make sense for your team
- Publish and let everyone know about your masterpiece
See it in action:
- Install the Centro Slack app
- Creating and publishing the workflow takes only a few minutes. Import the downloadable template, and decide what will start the workflow. Select a standard trigger, or use the Centro webhook. The webhook executes when a Salesforce record is linked. The linked record contains the recipient info and merge data for email templates.
- Add a single Centro Email/SMS step to the workflow, or multiple to send a series of emails.
- Configure the step. The basic step sends a parameterized email or SMS with user specified data and/or variables from prior steps. The webhook triggered step is intended for Salesforce records that are pinned to a channel. The step is configured with a message template merged with Salesforce data. The configuration can optionally be set to auto-send or post as a draft. Finally, the step can wait a number of days before moving on to the next step (i.e. another email/sms in a series) or can end the workflow when receiving a Email/SMS reply.
- Publish the workflow.
- Copy the Webhook URL into the Centro App Home setting. This is optional if you configured step 2 to use the webhook.