Introduction
Do you already have an existing automation and now want to obtain the opt-in in the same step? In Superchat we provide you with the Opt-in method, which enables you to manually collect subscribers for your newsletter, but you can also advertise this as part of an ongoing conversation in your automation.
Step 1: Mentioning the Newsletter
You can easily implement the following steps into an already existing automation, or you create a new one. In this example, we start a new automation from scratch. Then:
- Create a new trigger for incoming messages.
- Add a message content filter with a filter word (our automation will be triggered when the customer writes “help!”).
- Add a new WhatsApp: List node and click on it, the menu will appear on the right side.
- Write something like “Subscribe to Newsletter” in the title field to encourage your customers to sign up and collect the opt-ins.
The WhatsApp: List node allows you to create up to ten buttons, so you can expand your automation from here (you can also use quick replies for the buttons).
Step 2: Subscribe
Now that we’ve created our “Subscribe to Newsletter” button, we need to ensure that the button collects the opt-ins when a customer clicks on it, by either assigning these customers a contact attribute or automatically adding them to a contact list.
- Draw a new arrow from the “Subscribe” button and create a “Update Contact Attribute” node. Alternatively, you can work with contact lists.
- Click on the newly created “Update Contact Attribute” node to open the menu on the right side and select the contact attribute.
- Afterwards, you can thank your customers for signing up and ask if they have any further questions and continue the conversation as you like.
Step 3: Unsubscribe
Always allow your customers the option to unsubscribe.
- To do this, use the message content filter and specify that if the message contains "unsubscribe," a follow-up message will be sent asking if the person really wants to unsubscribe. This can then be confirmed via a button.
- You can then use the "Update Contact" node again to reset the contact attribute. If you used contact lists here, you can remove the contact from the list.
Finally, you can confirm the unsubscription and ask if there are any further questions.
