Mass triggers in different sectors

In order to segment a trigger return to a specific sector within the Spread.chat account, there are some specific actions that we must include in the workflow. To do this, we're going to create a new property in HubSpot, which will serve as an essential tool in this construction.

Creating this new property in HubSpot will allow for precise and targeted segmentation of interactions based on the company's sectors. By correctly defining this property in the workflow, you can ensure that trigger returns are targeted and handled by the appropriate sectors, optimizing service and the efficiency of your process.

By using this strategy, you will have a more effective and personalized approach, ensuring that each sector receives the relevant information and demands, resulting in a more efficient workflow and a better experience for your customers.

Step 1 - Creating a new property.

To create a new contact property in HubSpot, follow this path:

1. Access the HubSpot settings panel.

2. Navigate to the "Properties" section.

3. Select the "Create property" option.

On the property creation page, fill in the basic information considering the following references:

• Object type: Select "Contact".

• Group: Choose "spread.chat" as the group.

• Label: We recommend using "sector spread" as the label to identify the property.

In the next step, you'll need to select the field type for this property. Choose "Multiple checkboxes" and then fill in the corresponding internal values. The labels relating to the sectors that will be used can be added just below.

After completing these steps, the new property will be available in the contact's information, allowing you to segment and organize interactions properly based on the relevant departments.

Step 2 - Assigning a Value to the Property in the Workflow

When adding the WhatsApp sending action to the workflow, it is necessary to define a value for the newly created property before adding the action itself. This step is essential to correctly route the WhatsApp interaction to the desired specific department.

To do this, we will use the "Set Property Value" action.

In the next step, you can now assign the desired value to the "sector spread" property.

Step 3 - Include the WhatsApp Action

At this stage, you can proceed with the WhatsApp sending action, configuring all the necessary details as outlined in the previous section. It is important to highlight that regardless of the sector executing the send-out, the reference sector in the WhatsApp action must always be the company's main account sector.

Step 4 - Include Delay and Clear Property

After a predetermined period, it is recommended to clear the values assigned to the "spread sector" property. This ensures that the property is ready to be used again accurately and without conflicts.

To do this, simply include a delay that determines the time after the workflow activation before the property is cleared. We recommend following these guidelines (Action: "Delay for a set amount of time" → Two days).

Right after setting the required time to clear the property, we can remove its value using the "Clear property value" action and selecting the "spread sector" property.

Now, it's all set! The WhatsApp sending is configured within the workflow and will route contacts to the desired sector within the chatbot configured by spread.chat.