How to Create a Script
Step 1. Specify Script Settings
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Go to the Scripts section of your personal edna Pulse account.
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Click Create chain.
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Enter a name in the Script name field.
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From the drop-down list, select one of the available WhatsApp accounts to use as the sender’s signature when sending messages in the script.
tipWhatsAppUse the selected account only to send messages in scripts and don't use it to send broadcasts. If you have any questions, contact edna support. -
If necessary, enable the Do not run for same recipients option to prevent the added recipients from re-entering the script after it has finished.
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Select Run after saving to start the script automatically after clicking on the start button, or Set date and time to set a future start date for the script.
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Click Save and continue to go to the builder with a workspace for configuring the start block and adding actions and script conditions.
Script Builder
Step 2. Configure Start Block
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Click Select a condition in the start block of the script to set the start condition at which the script should automatically start for the audience.
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Select and configure one of the startup conditions described below, and continue to create the following script steps.
- Incoming message received
- Recipients with tags
- External trigger
This condition is useful, for example, if you want to run an FAQ script to reduce the workload of managers.
Select the Incoming message received start condition and click Save.
Once launched, the script will only run for those recipients who send an incoming message to the WhatsApp account selected in the script settings.
This condition is useful, for example, if you want to send a series of automated messages inviting people to a webinar.
- Select the Recipients with tags start condition.
- Make sure that the tags you want to select have already been assigned to the recipients in the Audience section of your personal edna Pulse account. Otherwise, the condition won’t work.
- Select a group of recipients in the appropriate section and click Tag tree. Sections:
- Include recipients with these tags. Select the required tags from the available categories that are only assigned to the recipients you want to run the script for, and click Continue.
- Exclude recipients with these tags. Select the required tags from the available categories, assign them only to the recipients you don’t want to run the script for, and click Continue.
- If there is no matching tag in the list, click New tag in the required section and add the tag manually by selecting a category for it.
- If necessary, click Add another group to add additional recipient groups to each section.
- Click Save.
Once launched, the script will only run for those recipients who have already been assigned the selected tags.
This condition is useful, for example, if you want to run a script for onboarding or warming up the audience.
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Select the External trigger start condition.
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Click Save.
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Follow step 3 described below.
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Go to the Audience section of your personal edna Pulse account.
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Click Add to database → Add list.
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Upload a pre-prepared list of clients in the
Uploading a List of Clients.xlsx
format for which you want to run the script with the External trigger start condition and click Next. -
Activate the Run a script for the clients in this list, starting with an external trigger switch.
infoThis switch is only available for activation if the script has the Active status with the External trigger start condition.
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In the drop-down list, select one or more created scripts with the External trigger start condition.
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Specify other settings and save the list of clients.
Once launched, the script will only run for those recipients for whom an external trigger has been triggered.
Step 3. Add Actions and Conditions
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Add a script action:
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Select the Action block.
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Hold down the left mouse button and drag it into the builder’s workspace.
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Click Select an action and configure one of the script actions.
Script Actions
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Add a script condition:
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Select the Condition block.
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Hold down the left mouse button and drag it into the builder’s workspace.
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Click Select a condition and configure one of the script conditions.
Script Conditions
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Add and configure the required number of actions and conditions, placing them in sequential order.
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Point to the gray dot
below the configured action or condition, and drag the connecting arrow to the next step in the script to connect to it. Drag the required number of arrows to connect to the steps in the sequential script chain.infoThe arrow from the Yes point in the Condition block means that the specified condition should be met in order to complete the next step of the script, and from the No point means that it shouldn’t be met.
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Click Save.
infoIf errors are detected when saving the script, edna Pulse will offer to correct them. A script with errors cannot be saved.
Once saved, the script is added to the general list with the status Draft.
You can create and run recurring scripts if necessary for your business. If you create or run a recurring script, edna Pulse will notify you and ask you to agree that you accept the risks of running such a script.
Running a recurring script may result in unnecessary expenses.
Step 4. Run Script
- Go to the general list of scripts
- Open the action menu in the script line and click Start script.