By integrating Spoki with ActiveCampaign you will use WhatsApp in your Marketing Automation strategy, sending scheduled notifications to your customers.
You can send notifications to the contacts in your database to:
- Remember appointments
- Communicate payment deadlines
- Send communications (promotional messages are allowed)
- Integrate WhatsApp into the customer journey
Follow the steps below to create Automations:
Actions on the Spoki Platform
- Log in to Spoki (you need to buy a PRO Plan)
- Create your “template” message in the following path: Menu > Templates > New
- Give a title to your message and write down the text.
- Click on “Save” and wait the approval by WhatsApp (it can take up to 48 hours)
After the approval of the message, you can create the new Automation:
- Click on “Automations” on the Menu
- Click on “Create” button which is located on the top side at right
- Give a title to your Automation and click on “Save“
- Click on “Add Starting Trigger” button and select ActiveCampaign
- Copy the link that you will insert in ActiveCampaign and click on “Close“
- Add an automatic message to the Automation using the button located at the bottom of the page
- In the field “Type of message” select “Template” and choose after how many seconds you want to send the message
- Select the standard message that you want to send and click on “Add“
- At the end, click on “Save“
How to integrate Spoki with ActiveCampaign
1. Spoki CX App in Automations
You can add a Spoki task step anywhere in your AC automations – offering great flexibility and making sure you send the WhatsApp message at the perfect time.
Actions on ActiveCampaign:
You will be able to connect Spoki with ActiveCampaign via Spoki CX App.
- Add Spoki CX App to your AC
- Click on “Create an automation” or select an existing one
- Select a Trigger
- Add a New Action: click the + button to add your first action
- Select “App CX“
- Click on The Spoki action you prefer and insert the Automation ID or Template ID if needed
- Insert the Secret to connect your Spoki Account to AC (You can find the secret in the AC Integration Detail)
- Click on “Save” and the automation is completed
2. Spoki Webhook in Automations
You can add a Webhook step anywhere in your AC automations with a Spoki Automation url (it will be generated from Spoki as AC Trigger) – offering great flexibility and making sure you send the WhatsApp message at the perfect time.
Actions on ActiveCampaign:
You will be able to connect Spoki with ActiveCampaign via Webhook.
- Click on “Create an automation” or select an existing one
- Select a Trigger
- Add a New Action: click the + button to add your first action
- Select “Conditions and workflows“
- Click on WebHook and insert the link previously copied from Spoki generated at the starting step
- Click on “Save” and the automation is completed
