Use case

Automated customer journeys

Send the right message when something happens, without anyone pressing send.

Automated journeys send messages based on what a customer does or what changes in your systems: a welcome after sign-up, a nudge after an abandoned cart, a follow-up after delivery. Simple rules cover a lot of ground. Complex branching across many channels may call for a dedicated journey tool connected to your messaging provider.

What matters when choosing

  • Triggers from your website, app, store or CRM, sent as events or webhooks (automatic notices between systems).
  • Clear rules with waits, conditions and exits when a customer replies or buys.
  • Consent and frequency limits applied automatically to every journey.
  • A choice of channel at each step, with fallback when one is unavailable.
  • Reports showing where people drop out and what each journey achieves.

Questions to ask providers

  1. Which events can start or stop a journey, and how do they reach you from our systems?
  2. How do you stop one customer receiving too many messages from overlapping journeys?
  3. Can non-technical staff build, test and change journeys safely?

Common mistakes

  • Building many overlapping journeys that flood the same customer.
  • Journeys with no exit, which keep sending after the goal is reached.
  • Automating a process that does not yet work well when done by hand.

Typical channels: Email SMS WhatsApp Push notifications In-app chat RCS

Listings that fit (7)

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  • InfobipSolves: Automated customer journeys
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  • Bird (formerly MessageBird)Solves: Automated customer journeys
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  • UnifonicSolves: Automated customer journeys
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  • respond.ioSolves: Automated customer journeys
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  • Kore.aiSolves: Automated customer journeys
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  • Webex Connect (Cisco)Solves: Automated customer journeys
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