Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
Click “Add New Workflow Trigger”
Select Customer Replied in the Contact Actions section of the Workflow Triggers Menu or use the search feature. Once selected, the Customer Replied trigger setup menu will appear.
(Optional) Change the display name of this trigger within the Workflow builder in the text box under Workflow Trigger Name.
Select + Add filters to bring up the Filters section. There are several options for customization under Filters
Contains phrase will trigger this workflow when a customer’s response includes a phrase. For example, if you type “hello” in this filter, then a customer who replies “Hello, my name is Cade” would be added to the workflow because their reply included the phrase you listed.
Note that this filter is NOT case-sensitive
Exact match phrase will only add customers who reply with the exact phrase that you write. Nothing more, nothing less. For example, if you type “hello” in this filter, then a customer who replies “Hello, my name is Cade” would NOT be added to this workflow. Only a customer who replies exactly “hello” in this case would be added to this workflow.
Not that this filter is NOT case sensitive
Doesn’t Have Tag will disqualify contacts that have a selected tag from being added to this workflow
Has Tag will only allow contacts that have a selected tag to be added to this workflow
Intent type will only allow either positive or negative customer replies to trigger this workflow using AI detection to determine whether the customer’s response is positive or negative
Replied to Workflow will add contacts to this workflow if they give a reply within a separate workflow
The reply channel will only allow contacts to be added to this workflow who reply through a specified communication channel.
These channels are Chat Widgets, Email, Facebook Messenger, GMB Messaging, Instagram DM, and SMS
Press Save Trigger in the bottom right corner of the Trigger setup menu
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Actions to be triggered by the Customer Replied trigger or you can leave this workflow without any actions.
Step 4: Press Save in the top right corner of your browser to save the workflow
If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Now your workflow is set up and ready to go with the Customer Replied Workflow Trigger.
FAQs
1. What is the Customer Replied Workflow Trigger? The Customer Replied Workflow Trigger activates a workflow when a message is received from a contact. This allows you to automate responses or actions based on customer replies.
2. How do I start setting up a workflow with the Customer Replied trigger?
Start a new workflow or edit an existing one.
Click “Add New Workflow Trigger.”
Select “Customer Replied” from the Contact Actions section or search for it in the Workflow Triggers Menu.
3. Can I rename the Customer Replied trigger? Yes, you can change the display name of the trigger in the Workflow Trigger Name text box. This is optional and helps identify the trigger within the workflow builder.
4. What customization options are available under the Filters section?
Contains Phrase: Triggers the workflow if the customer's reply includes the specified phrase. This filter is case-insensitive.
Exact Match Phrase: Triggers the workflow only if the customer’s reply matches the exact phrase specified. This filter is also case-insensitive.
Doesn’t Have Tag: Disqualifies contacts with the selected tag from being added to the workflow.
Has Tag: Only allows contacts with the selected tag to be added to the workflow.
Intent Type: Uses AI to determine if the customer's reply is positive or negative, and triggers the workflow based on the detected intent.
Replied to Workflow: Adds contacts to this workflow if they reply within a separate workflow.
Reply Channel: Only triggers the workflow if the reply comes through a specified channel (e.g., Chat Widget, Email, Facebook Messenger, GMB Messaging, Instagram DM, SMS).
5. What should I do after configuring the Customer Replied trigger? Set up applicable Workflow Actions. You can review our articles on Workflow Actions for more detailed setup instructions. You can choose any Workflow Actions or leave the workflow without actions if desired.
6. How do I save and publish my workflow?
Click the “Save” button in the top right corner of your browser.
Ensure the toggle switch under “Save” is set to “Publish” to enable the workflow.
7. How can I test my workflow before enabling it? Use the “Test Workflow” button next to the Publish toggle switch to test your workflow setup. This helps ensure that the workflow is functioning as expected.