How do I turn on, in one tap, the messages that bring customers back?

With your WhatsApp connected, go to Chatbot → Marketing → Automations and, under Activation recipes, press “Activate in one tap” on the recipe you want. You check the message, press “Activate” and it’s running.

The three recipes

• “Win back customers”: writes to people who haven’t visited for 60 days and repeats every 90 if they still haven’t come back.
• “Suggest the next visit”: invites each customer to book when they are due to come back. It has “At each client’s own pace” turned on: the message goes out shortly before that customer usually comes back, based on the time between their last visits. With fewer than three visits it goes out after three weeks. If they have already come back or have another appointment, it isn’t sent.
• “Ask for a review”: a few hours after the visit, with the same public link for everyone and only once per customer. It uses the “Google review link” from Settings → Your business.

What happens when you press “Activate in one tap”

1. You see “How a customer will receive it (example)” and the maximum number of customers it can reach: those who agreed to receive marketing.
2. You press “Activate”. We send that message to Meta as a marketing template on your WhatsApp and create the automation already active.
3. Nothing is sent until Meta approves the message (it usually takes between a few minutes and a day). Afterwards it starts on its own. If Meta rejects it, the automations list tells you.

Good to know

• It is only sent to customers who agreed to receive marketing communications. If none of them has agreed yet, the confirmation tells you; you ask for consent from the Consent & QR tab.
• Each marketing message has a Meta fee: Meta charges it directly to the card on your business’s Meta account and all of it goes to Meta. CitaFlow doesn’t charge it or keep any of it.
• Each recipe can be activated only once: if that automation is already on your list, the confirmation tells you.
• You can turn it off whenever you want with its switch in the list.
• Would you rather change the wording or the timing? Press “Edit first” (or “Use recipe”): the editor opens with everything filled in and nothing is sent until you activate it.
• Marketing is part of the AI Chatbot.