Messaging workflows for business
The workflows CRM and retention teams use most often: payment recovery, first deposit, VIP, reactivation and OTP.
Your platform decides who receives which message and when.
Payment recovery
A failed payment triggers a recovery workflow: the customer receives an SMS with a link to try again. While they still intend to pay, they can complete the deposit in the same session.
Your payment system or CRM triggers the workflow through the HTTP API.
- Event
Failed payment
- Message
- Message status
Delivery confirmations
- Customer action
The customer can complete the deposit in the same session.
First deposit
Your CRM guides a new user from the welcome message to the first deposit: a message after registration, a bonus reminder at the decision point, an invitation to top up their account and an additional offer after the deposit.
- Event
Registration
- Message
Welcome message after registration
- Message status
Delivery confirmations
- Customer action
First deposit
Transition to VIP
Your CRM tracks high-value player segments—deposit size, betting level and session frequency—and triggers outreach from a personal account manager as soon as a player crosses the set threshold.
The personalised message is sent to the customer via SMS.
- Event
Player crosses the set threshold
- Message
- Message status
Delivery confirmations
- Target action
Contact with a personal account manager
Bringing inactive customers back
Customers who have been inactive for 30, 60 and 90 days are offered increasingly strong incentives: a gentle reminder on day 30, a more substantial offer on day 60 and the strongest offer on day 90 — before the customer is considered lost.
Segments and inactivity periods are defined in your CRM.
- Event
Inactive for 30, 60 or 90 days
- Message
Reminder and offer
- Message status
Delivery confirmations
- Target action
Customer returns
OTP and 2FA via SMS
Verification codes are sent via SMS during registration, login and withdrawals.
- Event
Registration, login or withdrawal
- Message
- Message status
Delivery confirmations
- Action
Verification
Contact us
Tell us how your system is set up.