Source (referral) wise Automation

Available for Meta Channels (Facebook, Instagram, WhatsApp)

You can create referral source wise automation for Messenger, Instagram and WhatsApp through MyAlice Automation.

Once you create referral rule, you can see the referral usage in Reporting. Customer Metrics will include count of unique and total referral trigger. Also Customer Attributes will include the latest referral source for that customer.

Creating Referral rule for WhatsApp (Click to WhatsApp ads)

1. On top of the sequence, click on the "Create a Rule" option.

2. Select referral as Action.

3. Add the fb ad link as referral value (example: https://fb.me/3IDfDFibx)

4. Once created, anyone clicking on that ads CTA WhatsApp button will get the sequence automatically triggered.

5. You will also be able see the source as Customer Attributes against that customer.

Creating Referral rule for Messenger

1. On top of the sequence, click on the "Create a Rule" option.

2. Select Messenger as source channel, and referral as Action.

3. Create the referral value for which you want to trigger the sequence.

4. Once created, you can copy the link that will trigger the sequence, or create a QR code with that link as well.

5. The link will have this format: https://m.me/<USERNAME>?ref=<REF_VALUE>

Creating Referral based Rule for Messenger

Creating Referral rule for Instagram DM

1. On top of the sequence, click on the "Create a Rule" option.

2. Select Instagram Messenger as source channel, and referral as Action.

3. Create the referral value for which you want to trigger the sequence.

4. Once created, you can copy the link that will trigger the sequence, or create a QR code with that link as well.

5. The link will have this format: https://ig.me/m/<USERNAME>?ref=<REF_VALUE>

Create Referral rule for Instagram DM