Project Overview: Automated Messaging System
Purpose
The purpose of this project is to create an automated messaging system that sends personalized messages to customers regarding their subscription status, renewal reminders, and special offers. This system aims to improve customer engagement and retention by ensuring timely communication through multiple channels, including WhatsApp, SMS, and an XC messaging app.
Goals
Customer Engagement: Increase customer interaction through timely messages about their subscriptions and offers.
Retention Rates: Remind customers of their upcoming renewals and special promotions, which may lead to higher retention rates and reduced churn.
Efficiency: Automate the process of sending messages, minimizing manual effort and the risk of human error.
Data Tracking: Maintain a record of messages sent and their delivery status for future analysis and decision-making.
Key Features
Multi-Channel Messaging: The system will send messages through WhatsApp, SMS (using Textlocal), and the XC app, allowing flexibility in communication methods.
Automated Scheduling: Messages will be scheduled based on customer expiry dates, ensuring that communications are timely and relevant.
Error Handling: Built-in error handling will ensure that issues are logged and addressed, improving the reliability of the messaging system.
Performance Metrics: The system will track delivery statuses and performance metrics to analyze the effectiveness of the messaging strategy.
Workflow
Data Collection: The system will use a spreadsheet to store customer information, including their usernames, WhatsApp numbers, expiry dates, and message statuses.
Message Preparation: The developer will write functions to send messages via different channels based on the schedule (e.g., 1 month in advance, 14 days, 7 days, day of expiry).
Sending Messages: The system will send messages automatically at random intervals, ensuring that no more than six messages are sent per hour, starting at 09:00 CET daily.
Fallback Mechanism: If a WhatsApp message fails to send, the system will attempt to send the same message via SMS, ensuring that the customer receives the communication.
Tracking and Logging: Each sent message will update the spreadsheet to log its status, which will aid in tracking customer interactions.
Why This Project Matters
This project is crucial for businesses that rely on subscriptions or renewals, as it directly impacts customer satisfaction and loyalty. By automating messaging, the project not only streamlines communication but also allows the business to maintain a strong relationship with its customers. A well-implemented automated messaging system can significantly reduce manual workloads, leading to more time for strategic initiatives and overall improved operational efficiency.
Detailed Project Plan
Step 1: Set Up Vysor (Completed)
- Time Allocation: 1 hour
- 1.1: Download Vysor from the official website. (15 mins)
- 1.2: Install Vysor on your PC. (15 mins)
- 1.3: Connect your phone via USB and enable USB debugging. (15 mins)
- 1.4: Launch Vysor and ensure your phone is recognized. (15 mins)
Step 2: Install Tasker and AutoInput (Completed)
- Time Allocation: 1 hour
- 2.1: Open the Google Play Store on your phone. (5 mins)
- 2.2: Search for and install Tasker. (10 mins)
- 2.3: Search for and install AutoInput. (10 mins)
- 2.4: Open Tasker and grant necessary permissions. (10 mins)
- 2.5: Open AutoInput and configure any required settings. (10 mins)
- 2.6: Link Tasker with AutoInput within Tasker settings. (15 mins)
Step 3: Create a Database or Spreadsheet (Completed)
- Time Allocation: 1 hour
- 3.1: Open Google Sheets or Excel. (5 mins)
- 3.2: Create a new spreadsheet. (5 mins)
- 3.3: Set up columns for:
- Username
- WhatsApp No
- Expiry Date
- Email Status
- Renewal Dates (e.g., Renewed date, Renewal email sent date) (30 mins)
- 3.4: Save the spreadsheet with a clear name (e.g., Customer Renewal Tracking). (5 mins)
- 3.5: Share the spreadsheet with relevant team members, if applicable. (15 mins)
Step 4: Combined Messaging Setup
- Time Allocation: 4 hours
- 4.1: Choose a programming language (e.g., Python). (15 mins)
- 4.2: Install Python and necessary libraries (e.g., pywhatkit, openpyxl). (30 mins)
- Command: pip install pywhatkit openpyxl
- 4.3: Set up a project folder for the script. (15 mins)
- 4.4: Write functions for:
- Sending WhatsApp messages (45 mins)
- Sending SMS via Textlocal (45 mins)
- Sending XC messages (45 mins)
- 4.5: Integrate functions in a main script file. (30 mins)
Step 5: Implement Database for Tracking
- Time Allocation: 2 hours
- 5.1: Create a function to log delivery status in the spreadsheet. (45 mins)
- 5.2: Write a function to update delivery status for WhatsApp, SMS, and XC messages. (45 mins)
- 5.3: Test the database integration with the messaging functions. (30 mins)
Step 6: Setup Make.com Integration
- Time Allocation: 2 hours
- 6.1: Create a Make.com account and log in. (10 mins)
- 6.2: Create a new scenario for sending messages. (20 mins)
- 6.3: Set triggers for message sending based on expiry dates. (30 mins)
- 6.4: Connect actions to send messages via WhatsApp and SMS. (30 mins)
- 6.5: Test the scenario to ensure proper function. (30 mins)
Step 7: Implement Basic Error Handling
- Time Allocation: 1 hour
- 7.1: Identify potential points of failure in the script. (15 mins)
- 7.2: Use Try-Except blocks to handle errors in the messaging functions. (30 mins)
- 7.3: Create a log file to record errors for future debugging. (15 mins)
Step 8: Optimize Message Segmentation and Performance Metrics
- Time Allocation: 2 hours
- 8.1: Define criteria for message segmentation (e.g., by expiry date). (30 mins)
- 8.2: Write a function to calculate performance metrics (e.g., delivery rates). (30 mins)
- 8.3: Integrate metrics tracking into the messaging functions. (30 mins)
- 8.4: Create a report function to summarize metrics. (30 mins)
Step 9: Limit Message Sending
- Time Allocation: 1 hour
- 9.1: Use Python's time library to introduce delays. (15 mins)
- 9.2: Write logic to limit the number of messages sent per hour (4 to 8 messages). (30 mins)
- 9.3: Ensure messages are sent randomly between 1 and 8 minutes apart. (15 mins)
Step 10: Testing
- Time Allocation: 2 hours
- 10.1: Run the script to test all functionalities. (30 mins)
- 10.2: Monitor logs for errors and message statuses. (30 mins)
- 10.3: Adjust based on feedback and observed issues. (30 mins)
- 10.4: Confirm successful integration with all systems (Vysor, WhatsApp, XC, Textlocal). (30 mins)
- Approx time 10-12 hours
Fixed price $100