Step 1: Configure Message Link/QR Code
Log in to the BM backend with the corresponding Facebook account at https://business.facebook.com/.
Go to WhatsApp Manager → Phone Numbers → Settings → Message Link and complete the following:
1. Create Message Link/QR Code
-
-
Set up a pre-defined message.
-
When users scan the QR code, the pre-edited text will appear in their input box.
-
By sending this message, the system will trigger the auto-tagging workflow.
-
2. Download QR Code / Copy Link
-
Download the QR code or copy the link.
-
Place it on websites, in stores, or other channels where users can scan/click to initiate a consultation.
Step 2: Configure Auto-Tagging Workflow
Log in to the NXLink system at https://nxlink.nxcloud.com/ and complete the following:
1. Create Customer Tags
In the Customer module, under Customer Tags, create the required tags.
2. Set Up Auto-Tagging Workflow
-
In the Digital Workflow module, create an auto-tagging workflow triggered by keywords.
-
Example: When the keyword “vip” is detected, the system automatically assigns the “VIP Customer” tag to that customer.
Step 3: Auto-Tagging When User Initiates Inquiry
-
When users scan the QR code and send the pre-set message, the keyword in that message will trigger the auto-tagging workflow.
-
The system will then apply the corresponding tag to the user.
-
At the same time, NXLink will automatically create a customer profile (except for already existing users), including name, WhatsApp number, and creation time.