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Workflow templates / Marketing & re-engagement

Ask happy customers to refer a friend

A few days after delivery, happy customers are asked to refer a friend.

Works with: Any channel, Store

How it works

  1. An order is marked delivered
  2. The workflow waits three days
  3. The customer gets the referral message

Steps in the workflow: Trigger, Delay, Send message.

Who it is for

Shops and services that grow by word of mouth.

Good to know

Can I change the wait?
Yes. Edit the wait step before publishing.
Does it work on WhatsApp?
Yes, with an approved template, it sends days after the customer's last message.
What are the channel limits?
On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.

Try it on real customer chats

Connect your number and start replying today.