How to automate an WhatsApp template

Automating WhatsApp messages templates in PaxFlow helps ensure timely and accurate communication with your guests. By setting schedules and targeting specific recipient segments, you can streamline reminders and updates with minimal manual effort. Here's how to add automation to your existing templates.
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Click on "Messages" and then click on "WhatsApp Templates"

Find the template you want to add the Automation and click on the name of the template, you can also click on "Actions" and then click on "Edit"

Start off by setting up an Automation for the template. Click on the "Automation" toggle to start setting it up.

Next you want to choose all the products/departures/start times, you want to apply to this template.

Next you want to set the schedule for the template - since this is a Confirm Pickup Location reminder template let´s choose "Before"

And choose "Departure start time"

Here we have chosen all the active products/departures/start times, set the schedule for Before Departure start time, next we select the "When" - You can enter a time format using days/hours/minutes. since this is a Confirm Pickup Location template let´s set the duration for 5 days before start time.

Next you want to turn on Target Recipients.

if you want to learn more about Target Recipients before applying them click here.

Here we have opened up Activity Status and chosen "Confirmed"- as you only want to send out a Confirm Pickup Location WhatsApp message to passengers that are confirmed.

To save the changes click on "Update"

And now your template has been automated.