Fromni. Conversations x Pipedrive

Fromni. Conversations.
Setting up and using the App in your Pipedrive account

Contents

Fromni app description

Fromni. Conversations app for Pipedrive is a simple and easy-to-use solution for automating conversations. We operate from Finland and deliver SMS all over the world.

The app can automatically ask for a review when the deal’s status changed to Won. You can set your own template and scenario. The app can start the conversation either immediately or with a delay.

Stage 1. Searching and installing the App

1. Log in to the Pipedrive account.

In your Pipedrive account go to Marketplace. Enter Fromni. Conversations in the search bar and click Install now.

2. Set-up process.

Log in if you're already registered or register a new account by clicking Sign up.

If you're already registered, enter email and password and press Continue.

If you don't have an account, press Sign up.

1. Enter your first name and phone number (you'll receive a confirmation code), press Continue.

2. Enter 6-digits code sent to your phone as SMS. Press Confirm.

3. If the Code is entered correctly, you'll be redirected to the next page.
Enter Email (your future login), password and confirm the password, then press Continue.

4. Follow the link in your email to complete the registration.

5. Then press Sign in, enter email and password and press Continue.

3. Installation process finished.

You will be automatically redirected to Fromni&Pipedrive app.

Stage 2. Set up the bot

Choose the pipeline.

The bot will send messages only to the won deals from that pipeline.

Then, decide in which situation you want to send the campaign and press Settings button.

Currently, only Status changed to Won is available.

There will be 5 steps to follow in new opened window:

sending time;
choosing the channels;
choosing the scenario;
setting the template;
providing contact information.

1. Set the time.

You can either send the message immediately after the deal changed status to Won, or set the exact time after an event.

2. Choose the channels and connections and set their priority.

In this step, you should add SMS and WebChat connection.

After enabling connections at Fromni, press Update connections.

3. Choose the scenario to use with the template.

Currently, there is one available scenario — PIPEDRIVE. feedback_won_en.

4. Set template for scenario to status Won.

There will be prepared template where you should enter your Company name. You can change the whole template, if needed. You can also add variables and emojis in your message.

Note: Do not delete the service variable #FROMNI_WEBCHAT_LINK# – it is necessary for there will be a personal link to a chat with a client.

5. Set variables data for bot scenario.

In case you'll get 6 or less, the respondent will be asked to leave a review, which will be sent to this email address.

6. Check all the steps once more and press Save messaging settings button.

7. In order to enable the scenario, just press the switch.

Stage 3. Statistics

Statistics can be checked in the App. All the messages are collected inside the Campaign Statistics tab of the App.

Connecting SMS channel

1. Press connect.

You will be directed to the new page.

2. Press manage.

3. Press Add.

4. Enter the name of the connection — it could be anything, only you can see it.

5. Here you have two opportunities:

Log in to Fromni. Notifications;
Create account.

If you don't have Fromni. Notifications account, select the first option.

The account will be created automatically using your credentials (phone number and email address). You will only need to create a password and confirm it.

You will receive an email with your Fromni. Notifications credentials. In order to start messaging, you should fill-up your account and register at least one sender's name.

If you don't have Fromni. Notifications account, select the first option.

The account will be created automatically using your credentials (phone number and email address). You will only need to create a password and confirm it.

If you have login and password for Fromni. Notifications platform you can press Log in to Fromni. Notifications.

Hint: if you are already log in in the same browser, you won't need to enter anything.

6. The authorization process is finished, and you will be redirected to this page. Press Next.

7. The connection process is complete. Here you can choose Sender's name (default option is fromni, but you can register your own).

8. After pressing Next button, you will see the connection in the list, where you can either edit or delete.

9. Then return to the app page and press Update connections.

Connecting WebChat channel

WebChat is an online exchange of messages between a bot and a user in a brouser.

1. Press connect.

You will be directed to the new page.

2. Press Manage.

3. Press Add.

4. Enter the name of the connection — it could be anything, only you can see it. Press Next.

5. The connection's in the list. Now you can customize it: set up how your messenger will appear in a browser.

You can add:

Company's name (no more than 64 symbols);
Domain name;
Title (no more than 128 symbols);
Logo (suggested image size is 256×256 px);
Company's color scheme.

9. Then return to the app page and press Update connections.

Need more help?

Write us email to support@fromni.com

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Fromni. Notifications

Fromni. Conversations

Transactional messaging. Deliver SMS-messages around the world on a platform trusted by 2000+ customers.

Customers support, engagement and marketing through multiple channels including WhatsApp, Instagram and SMS.

Fromni. Notifications

Fromni. Conversations

Transactional messaging. Deliver SMS-messages around the world on a platform trusted by 2000+ customers.

Customers support, engagement and marketing through multiple channels including WhatsApp, Instagram and SMS.