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How to Run Bots & Drip Campaigns (Mobile)

 Run a Bot on an Individual

1. Tap the people icon in the bottom navigation

2. Tap on Contacts

3. Tap on the . . . next to the name of the contact you want to send the bot to

4. From the drop down menu tap on Run Bot

To send a drip campaign to an individual, tap on Run Drip, just below the bots icon. You will follow the exact same steps as bots for the rest of the tutorial.

5. Select which service (Marketing) to send the bot through

Available Services: Shout to Shout, Customer Service, Marketing, Facebook, or Instagram

6. Select the name (Contact Info Test Bot) of the bot to send

7. Tap on Save

  • You can choose to send your bot immediately or you can schedule it for the future.
  • You can also choose to start your bot on any question. This step is optional and if nothing is selected, it will start on the first question.


Run a Bot on a List

 1. Tap the people icon in the bottom navigation

2. Tap on Lists

3. Tap on the . . . next to the name of the list you want to send the bot to

4. From the drop down menu tap on Run Bot

To send a drip campaign to a list, tap on Run Drip, just below the bots icon. You will follow the exact same steps as bots for the rest of the tutorial.

5. Select the name (Deal Test Bot) of the bot to send

 

6. Select Start Question (optional)

7. Select which service (Shout to Shout) to send the bot through

Available Services: Shout to Shout, Customer Service, Marketing, Facebook, or Instagram

7. Tap on Save

  • You can choose to send your bot immediately or you can schedule it for the future.
  • You can also choose to start your bot on any question. This step is optional and if nothing is selected, it will start on the first question.

  • Bots on the mobile app can only be run for individual contacts at this time. When you run one on a list, you are directed to the web browser on your mobile phone.

  • They can also be run from the web browser on your mobile phone.

  • You can’t run a bot from a new conversation, only within an existing one.

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