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ScaleUp |
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Setting up your regular touch points with clients has never been easier with GoalsMapper's WhatsApp automation feature.
You can now set up this automation at a click of a button,
- Automation Enrolment for Annual Review Reminder
- Automation Enrolment for Policy Premium Reminder
- Automation Enrolment for Birthday Wishes
While many of our users have adopted the automation, we also receive requests to keep the granular control to a specific group of clients that they will like to provide a personal touch.
Now you can!
How to remove clients from a bulk enrolment of automation?
Go to https://live.goalsmapper.com/automation
Under any of the automation categories, click onto "Show Enrolment List"
We have added a button at the end of the row for un-enrol the client from the "Clients" tab to "Exclusions" tab.
By doing down, you have successfully remove the client from the automation enrolment list.
How to re-enrol the client back into the automation?
You will need to select "Exclusions" tab, click onto the plus icon at the end of the row to move the client from "Exclusions" to "Clients" tab.
By doing down, you have successfully enrolled the client back into the automation enrolment list.
Do you know that you can suggest a WhatsApp template now? simple click here!