Automation Workflows
- To Create a Workflow rule, Go to Settings -> Automation -> Workflow Rules. Click Create Rule Button.
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Workflow Rule
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Create Rule
- Follow Create New Rule Popup window will open. Now,
- Choose Module
- Input a Rule Name & Description
- Click Next
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Create New Rule
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Set Event
- Choose Date/Time or event to execute the rule
- Select condition.
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Select a Condition.
- Select Custom Action As WhasappMessageByGupshup
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Select Custom Action
- Select Channel
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Select Channel
- Select Receivers Number
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Select Receivers Number
- Select the category
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Select Category
- Users can search for a template using the search bar or opt to filter templates by category, displaying only the selected templates in the list and Choose the desired Template from the List.
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Select Template
- Then select variable if any from drop down.
- Click on Save button to save workflow.
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Save workflow
- Enter Name and click on Save and Associate
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- Click Save. New Rule will show in Workflow Rules. Make sure status is ON.
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Updated 9 months ago
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