How to Create an Automated Message

Automation

Create an automated message in UpBlick when you want customer communication to happen through a repeatable workflow instead of sending each message manually. A good automated message setup combines a connected WhatsApp channel, an approved template, the right trigger, and a clear follow-up plan.

What an automated message usually includes

• A connected WhatsApp setup
• An approved template for the message purpose
• A trigger that tells UpBlick when to send
• A customer record with valid contact details
• Consent to receive the message

Before you start

• Select the correct business location.
• Confirm that WhatsApp is connected.
• Decide what type of automated message you want to send.
• Choose or prepare the right message template.
• Make sure the target customers have valid phone details and consent.

Step 1: Connect the WhatsApp channel

1. Open Automation.
2. Select Channels.
3. Open the WhatsApp tab.
4. Confirm that the correct WhatsApp option shows Connected.

Without a connected channel, an automated WhatsApp message cannot be delivered.

Step 2: Prepare the message template

1. Open Automation > WhatsApp Templates.
2. Choose the message category that matches your automation.
3. Review the language and wording.
4. Confirm the template is approved.
5. Make the required template active.

The template should match the purpose of the automation, such as a reminder, follow-up, or thank-you message.

Step 3: Define the automation purpose

Before you turn on an automated message, decide exactly what it should do. For example:

• Send a first message after a customer is added
• Send a reminder if the customer has not responded
• Send a thank-you message after a completed action
• Follow up after a previous campaign or interaction

Keeping the purpose clear makes it much easier to choose the right trigger and template.

Step 4: Choose the trigger and timing

Every automated message needs a rule that tells UpBlick when to send it. That rule can be based on an event, a follow-up delay, or another workflow condition in your account.

After defining the trigger, choose whether the message should go out immediately when the event happens or after a delay.

Step 5: Test the automation safely

Before broader use, run the automated message against a safe internal test contact or a permitted test workflow. Confirm that:

• The right location is used
• The right template is used
• The message waits for the correct trigger
• The message reaches the right customer journey

Best practices

• Automate one clear purpose at a time.
• Use templates that sound natural on mobile.
• Start simple before adding layered follow-ups.
• Keep customer consent and data quality in check.
• Review automation performance regularly after launch.

Troubleshooting

Frequently asked questions

What is the difference between an automated message and a manual message?

A manual message is sent by a team member when needed. An automated message is sent by a defined workflow after the right trigger or timing condition is met.

Do automated messages still need templates?

Yes. Templates are one of the main building blocks of automated WhatsApp communication in UpBlick.

Should I test an automated message before wider use?

Yes. Testing helps confirm that the trigger, template, timing, and customer experience all work the way you expect.