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Introduction
In this detailed tutorial, we explore step-by-step how to create recurring weekly or monthly notifications for your audience.
Whether you're offering weekly deals, monthly updates, or any periodic message, this guide provides a clear, structured approach to automate and manage these notifications efficiently.
The process involves creating notification topics, managing user engagement through stop and resume flows, building opt-in requests, and designing dynamic sequences that deliver content at specified intervals. This comprehensive overview ensures you can implement recurring messaging with confidence, maximizing engagement while maintaining user control.
Step-by-Step Breakdown of Setting Up Recurring Notifications
1. Creating a Recurring Notification Topic
Navigate to Content Section
Access your platform's content area to initiate a new notification topic.Create a New Topic
Name it, e.g., "Weekly Offer" or "Monthly Deal".
Set the frequency to weekly or monthly.
Enable Reopening to allow users to re-engage or opt-in again later.
Save the topic to proceed.
2. Building Stop and Resume Notification Flows
Purpose: To give users control over their subscription, allowing them to stop or resume notifications.
Stop Notification Flow
Triggered when a user clicks "Stop".
Send a confirmation message, e.g., "Are you sure you want to stop receiving our great offers?"
Use buttons or quick replies for user response.
If "Yes":
Remove the associated tag (e.g., "Receive Weekly Deal").
Send a confirmation message, e.g., "You will no longer receive weekly offers."
If "Just kidding":
Send a friendly message, e.g., "Glad you're still with us!".
Resume Notification Flow
Triggered when a user opts to resume notifications.
Send a welcoming message, e.g., "Welcome back to our weekly offer!"
Add back the relevant tag to subscribe the user again.
Connecting Flows
Link the stop and resume flows to the main notification content, ensuring seamless user experience.
3. Building the Weekly (or Monthly) Opt-In Request
Initial Engagement
Ask users: "Do you want to receive our weekly offer?"
Provide quick reply options: Yes and No thanks.
Handling User Response
If "Yes":
Send a notification message with the topic (e.g., "Weekly Offer") selected.
Include an image and a call-to-action button (e.g., "Get Deal").
Add a tag (e.g., "Receive Weekly Deal") to track opt-ins.
Subscribe the user to the corresponding sequence.
If "No thanks":
Send a polite message, e.g., "No problem, maybe next time.".
Sequence Subscription
Create a sequence (e.g., "Weekly Offer Sequence") that manages the delivery of weekly content.
When a user opts in, subscribe them to this sequence.
4. Designing the Weekly (or Monthly) Offer Sequence
Sequence Structure
Contains multiple messages representing each week's (or month's) offer.
Each message is scheduled with a time delay (e.g., immediately, after 7 days).
Conditional Logic
Use conditions to check if the user has the "Receive Weekly Deal" tag.
Confirm recency: e.g., ensure the user is within a 24-hour window before sending the offer again.
Sending Offers
For users with the tag, send a notification message with the offer details (images, discount codes, etc.).
Include call-to-action buttons for engagement.
Handling User Responses
If the user clicks "Yes":
Send the offer message.
Optionally, include a discount code or special deal.
If "No thanks":
Send a friendly message, e.g., "No worries, we'll check back next week."
Optionally, remove the tag to prevent further offers.
5. Managing Recurring Offers with Conditions and Tags
Using Conditions
Check if the user has the tag (e.g., "Receive Weekly Deal") before sending offers.
Verify timing conditions (e.g., within 24 hours) to avoid spamming.
Tag Management
Add tags when users opt-in.
Remove tags when users stop receiving notifications.
Re-add tags when users resume.
6. Extending the Sequence for Multiple Offers
Adding Weekly or Monthly Offers
Create separate messages within the sequence for each week's or month's** offer**.
Use delays to schedule them appropriately (e.g., every 7 days).
Duplicating and Customizing
Once the initial sequence is set, duplicate it for subsequent weeks/months.
Update the content and offers accordingly.
Example Schedule:
Week | Offer Name | Delay Before Sending | Content Description |
---|---|---|---|
1 | Week 1 Offer | Immediately | Discount code, product image, CTA |
2 | Week 2 Offer | 7 days after Week 1 | New discount, updated product image |
3 | Week 3 Offer | 7 days after Week 2 | Special promotion, limited-time deal |
... | ... | ... | ... |
7. Automating Multi-Channel Delivery
Email Integration
Check if the user has an email address and opted-in for email notifications.
Send email offers alongside messenger notifications for broader reach.
SMS Notifications
If phone number is available and opted-in, send SMS alerts for urgent or exclusive deals.
Combined Strategy
Use conditions to send messages via messenger, email, and SMS based on user preferences, maximizing engagement.
8. Finalizing and Publishing
Test the Flows
Run test scenarios to ensure tags are added/removed correctly, sequences trigger as intended, and notifications are sent at scheduled times.
Publish the Automation
Once verified, publish the entire setup.
Monitor user responses and engagement metrics to optimize timing and content.
Summary
Implementing recurring weekly or monthly notifications is a powerful way to keep your audience engaged, promote offers, and build loyalty. By following this structured approach, you can create flexible, user-friendly automation that respects user preferences while delivering timely content. Remember to manage tags carefully, schedule messages thoughtfully, and offer easy options for users to stop or resume notifications. With these best practices, your recurring messaging strategy will be both effective and respectful, fostering a positive relationship with your audience.
Summary Table: Key Steps for Recurring Notifications
Step | Action | Details |
---|---|---|
1 | Create Notification Topic | Name, set frequency, enable reopening |
2 | Build Stop/Resume Flows | Confirm user intent, manage tags |
3 | Build Opt-In Request | Ask for permission, handle responses |
4 | Design Offer Sequence | Schedule weekly/monthly offers, use conditions |
5 | Manage Tags & Conditions | Track opt-ins, prevent spam |
6 | Extend Offers | Add multiple weeks/months, duplicate sequences |
7 | Multi-Channel Delivery | Email, SMS, messenger based on preferences |
8 | Test & Publish | Verify flows, monitor performance |
By mastering these steps, you'll be equipped to automate recurring notifications that boost engagement, drive sales, and enhance user experience.