Automation Flow - Sending Tracked Files

Automation Flow - Sending Tracked Files

You can send tracked files in a message via Automation Flow, and thus monitor who is accessing your content and how they are interacting with it, through Tracked Files.

• To learn about Tracked Files click here

Now let's configure an Automation Flow.

1- Click on Automation Flow, click +New

2- Enter the Name, add the Segment in which it will be triggered, and leave Published to activate, click "Open Builder"

• Learn how to create segments here

3 - In the builder, add the first message block. In it, send an initial greeting message, WITHOUT the tracked file.

NOTE: we adopt this strategy because WhatsApp may make your link unclickable in the first message sent; this happens as a security measure by WhatsApp itself. To learn more, click here.

In the second message block add the tracked file link TOGETHER WITH THE MESSAGE that will be sent followed by:

• ?lid={contactfield=id} ➡️ in case the link does NOT end with the ? character

OR

• &lid={contactfield=id} ➡️ in case the link ends with the ? character

NOTE: {contactfield=id} will be added via the token button, choose the Lead (ID) token Click Apply, Save the Flow.

This way, leads who click on this file and have already been identified in SprintHub (for example, because they have already filled out a form) will appear in the Tracked Files list, as shown in the screenshot below: