welcomes new customers with an automatic message
Active automationSegmented and automated communication for real estate clients
Inmocredit uses automations and segmentation to optimize communications and customer service for real estate lending and sales.
Summary: Helps recover opportunities, reduces the team's manual work, keeps customers informed about their financial processes, and creates a communication cadence that strengthens relationships and trust.
A feature connected to the customer's real workflow.
Inmocredit provides integrated financial solutions for mortgage loans, property renovation and sales, with fast processes and personalized consulting for the real estate market in Colombia. The program aims to improve customer relationships through automated and segmented communication, keeping them informed and engaged throughout the financing and sales process.
Use automations to send welcome messages to new customers, automatic confirmations for approved orders, and shipping updates, as well as to segment audiences with tags for specific campaigns, avoiding generic communication or spam.
01
Personalized and segmented communication
02
Reduce manual work with automations
03
Constant updates to customers about their processes
04
Improved engagement and relationships
The project turns conversation into an operational process.
The case shows the objective, resource used, and experience created on WhatsApp, without relying on internal metrics.
Ensure efficient, personalized communication for different customer profiles in the real estate market, avoiding generic messages and maintaining engagement during complex financial processes. Implement automations integrated with Wix sites and use tag-based segmentation to send specific messages according to the customer's profile and stage, optimizing support and the user experience.
WPP Marketing resources used.
This reading comes from the configuration available in WPP Marketing and is displayed publicly, without real sales numbers, messages, or revenue.
keeps the customer informed about shipping and tracking
Active automationautomatically confirms approved orders
Active automationSegmentation: use labels to separate audiences and campaigns
How it works for the customer.
The page translates the usage flow into a public-facing, clear narrative that doesn't read like internal documentation.
01
Welcome automation for new customers
The company quickly understands where WhatsApp fits into the journey.
02
Automatic confirmation of approved orders
This step keeps service, sales, campaign or support connected to the conversation history.
03
Shipping update and tracking
This step keeps service, sales, campaign or support connected to the conversation history.
04
Tag-based segmentation for targeted campaigns
This step keeps service, sales, campaign or support connected to the conversation history.
05
Sending targeted messages based on customer profile
This step keeps service, sales, campaign or support connected to the conversation history.
Next steps for setup.
Segmentation prevents generic communication and increases relevance
Automation reduces manual effort and improves efficiency
Keeping customers informed strengthens trust and relationships
Integration with Wix platform makes process management easier
Expand the use of segmentation for promotional and educational campaigns, and integrate new automations to support customer service and satisfaction assessment.
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