Peach Automations

guide to setting up automations on peach this document outlines the steps to create and manage automations on the peach platform automations allow you to streamline communication and user management by defining a series of actions that are triggered by specific events 1\ creating a new automation navigate to automations from your peach dashboard, click on your username in the top right corner and select "automations" start new automation click the "new automation" button name and description provide a unique name for your automation and an optional description to explain its purpose create click "create" to begin building the automation workflow 2\ building the automation workflow the core of an automation is a sequence of steps click "add block" to add your first step and define the actions you want the automation to perform here are the available steps and their functions send template message sends a pre approved whatsapp or reply template delivery window set specific days and times when the template can be sent response actions if your template includes quick reply buttons, you can define "sub automations" that trigger when a user clicks a specific button you can also define a fallback action if the user doesn't respond within a set timeframe send flow sends a pre published whatsapp app flow to the user, linked to a template wait pauses the automation for a specified time interval before proceeding to the next step webhook sends payload data to a target url at any point in the automation list operation adds or removes a user from a specific list assignment assigns or unassigns a chat to a specific agent or a group change status updates the conversation status to open, closed, pending, or another defined state opt in/opt out changes the user's subscription status to opted in or opted out (note options like query, hand off to bot, and update user will be removed from peach automations and are no longer available ) 3\ setting up triggers once the workflow is built, you need to define what will start the automation access triggers go to the "triggers" tab within your automation add a start trigger click "start trigger" select event source the most common source is the "peach" event source other options may be available depending on your integrations choose a condition under the peach event source, you can select from conditions such as conversation – first message in thread the automation runs when the user sends the first message to your number fire on command the automation runs when a user sends a specific keyword or text fire on topic the automation runs when a webhook containing a specific topic is triggered configure phone number if you have only one phone number, you can leave the field blank for multiple numbers, specify which one the automation should apply to data mapping if you are triggering via a webhook, you must set up data mapping to correctly use the data from the payload in the data mapping section of automations, you’ll see placeholders that come directly from the whatsapp template message you’re using for example, in one template the placeholders were wellness score and factors in your case, the placeholders will depend entirely on the fields defined in the whatsapp template you have created to map data correctly, make sure your webhook sends the values in the required format always follow this structure $ data (field name) if your template includes a placeholder called wellness score, then your webhook should pass it as $ data wellness score if your template includes a placeholder called factors, then your webhook should pass it as $ data factors important the field names in your webhook payload must exactly match the placeholder names defined in the whatsapp template this ensures that the correct values are dynamically inserted into the outgoing whatsapp message during automation update click "update" to save your trigger settings you can also configure an "end trigger" if needed 4\ activating and managing your automation activate after setting up the workflow and start trigger, click the "activate" button a confirmation message will appear click "ok" to make your automation live performance overview once activated, you can view the automation's performance on the "overview" tab, which shows the number of total, in progress, completed, and failed runs pausing and editing to make changes to a live automation, you must first "pause" it after editing, click "activate" again to make the changes live take a look at this video to learn about how to setup automations on peach