Workflow templates / Sales & leads
Pick several options at once
Numbered menu, saved choices, tag.
Works with: Any channel
How it works
- A customer sends your keyword.
- It asks 1 quick question and saves the answer.
- The contact is tagged for later.
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set contact field, End, Add tag, Send message.
Who it is for
Anyone running a preference survey.