Automatic Whatsapp Template from Jwero

Automatic Whatsapp Template from Jwero

Automatic Messages via Whatsapp

Tired of manually sending Birthday, anniversary or payment reminders on Whatsapp?
Now you can make it easier with automatic messages!
You set it up once and the Jwero will send messages such as Birthday, Anniversary, Order Update, Order Note, and Digigold Reminders, on your brand's behalf.

Benefits of Automatic Messages:

  1. Saves time and effort : Automatic messages allows you to set up a message once and the Jwero will send it out to your CRM Contacts automatically.
  2. Customized Templates : With Jwero Templates can be Jewellers can changes the messages templates and assign it for auto-trigger as per their choice.
  3. Increases Efficiency: As the manual work is reduced you can focus more brand building and customer engagement.
  4. Special offer: By using automatic Templates you can send Unique Personalized coupon Codes for customers to purchase of their special occasions such as birthday and anniversary.



How to Enable/Set Up Automatic Messages

1. Go to Integrations


2. Click on Meta


3. Click on Settings

Here you will see and option called assign Templates.


4. Click on Assign Templates

Under This option Multiple options are enabled using which you can set Set Templates which will be triggered on set actions.

Ex. Birthday Template will get sent automatically to the customers on their Birthday.


5. Click on Birthday

To Assign a Template for Birthday > from Dropdown > Select which approved message you would like to sent customers on the set labels.


6. Click on birthday

All the approved Templates created by your brand will be visible here.

If no template is available, then Create a Template and submit it for approval to Meta from Jwero.

Once Approved it will be enabled in the dropdown.

You can change the templates anytime from the dropdown.


7. Click on Anniversary

Just Like Birthday, automatic Template can be set for Anniversary too!


8. Click on Assign

Once Template is Set Up, Select Assign and it is ready to be triggered.


💡 Birthday and Anniversary Templates will only get triggered when Customer's Birthdate and anniversary Date is Mentioned or added in CRM.

Automatic Template is Set Up, But how will it get triggered lets understand ?

For The templates to be send automatically on customers birthday or anniversary,we need to ensure customers birthday and anniversary date is added.

9. Click on CRM to Add the Birthday and Anniversary Date of a Customer


10. Click on Any Customer in CRM.

On the RIght > Under Personal Info > Add Birthday and Anniversary Date..


11. Add Birthday or Anniversary.

You can add Dates via:
  1. Manually by Jeweller.
  2. In Bulk via Google Sheets from CRM,
  3. Using InStore App.


12. Add the Birthday Date


13. Add Anniversary Date.


Now that the Birthday and Anniversary Dates are Mentioned, the Automatic Templates will be triggered to the customer automatically.