Email templates with dynamic information

General task description:

Email automation is a significant addition to any business system aimed at simplification and accelerating client processing. However, it often occurs to be a challenge to automate messages containing constantly changing elements, or dynamic texts. While Bitrix24 CRM relations provide easy and fast ways for inserting simpler dynamic information such as client names, the responsible manager contacts etc., there are still cases when a more sophisticated text structure should be applied on the run.
For example, a customer buys Product/Service 1, and the system sends them an automated message to confirm this deal. In the same message, management wants this client to be notified about all other Products/ Services they have to offer. They don't want to notify the client about services that already were bought previously.

Let's just say, if the company had just 2 products/services, there would be no problem to keep 2 different email templates for each case. However, imagine having 5 services. Maybe 10 services? Imagine this client already bought 3 out of those 10 services. The automation should be smart enough to analyze which services this client already bought in the past, so the message would be as informative about other offers and less repetitive as possible.

Implementation result:

This business problem can be solved with Bitrix24 automation. We can help to keep minimum email templates with maximum diverse variations of dynamic details within them. Would you need to embed this automation on your ongoing pipelines with dependency on the sophisticated structure of your client hierarchy or develop certain time relations for the templates to be sent out, Webbee business analysts can help you out.

For more features and additional information, please, don't hesitate to contact us: sales@webbee.co.nz