市场自动化的利与弊:从单向信息到双向对话
鸟
2020年8月31日
市场营销
1 min read

关键要点
Traditional marketing automation has limits. Tools like Salesforce Marketing Cloud or Marketo excel at one-way, scheduled messages but struggle to convert them into live, conversational interactions.
Customers expect to reply. Modern audiences want to engage directly within the same messaging channel — not click external links or switch platforms.
Two-way messaging drives better outcomes. By integrating Bird’s Conversations API, Flows, and Inbox, businesses can seamlessly shift from marketing to sales to support — all inside a single chat thread.
Real-world proof. Similar conversational automation has improved experiences across industries — such as healthcare platforms that reduced costs and wait times with appointment-based messaging flows.
Unified engagement, not fragmented tools. Bird’s omnichannel stack lets teams collaborate across multiple apps (WhatsApp, SMS, Line, etc.) without losing message context or continuity.
From automation to conversation. Businesses can use Flows to respond to replies automatically, qualify inquiries, or route high-value conversations to live agents in Inbox.
Customer-first continuity. End-users experience an uninterrupted thread of communication, while agents see full conversation histories across all channels for better personalization.
Outcome: A consistent, human-feeling experience that transforms static campaigns into interactive, trust-building dialogues.
Q&A Highlights
What’s wrong with traditional marketing automation?
It focuses on sending messages, not holding conversations. Customers can’t easily respond within the same channel, making engagement feel one-sided.
Why are two-way conversations important?
They allow customers to act immediately — asking questions, confirming purchases, or resolving issues — without leaving their chat app. This improves conversion and satisfaction.
How does Bird make this possible?
By integrating channels like WhatsApp or Messenger into Bird’s Conversations API, Flows, and Inbox, businesses can manage both outbound campaigns and inbound replies in one place.
What’s an example of this in action?
A company can send a WhatsApp notification via Salesforce Marketing Cloud, let Flows handle automated replies, and seamlessly transfer complex inquiries to agents in Inbox — all within one thread.
Do agents see the full conversation?
Yes. Inbox shows every message from every channel, ensuring context isn’t lost as the conversation transitions between automation and human support.
How does this benefit customers?
They never have to switch platforms, reintroduce themselves, or repeat information — every interaction feels connected, fast, and personal.
What’s the bigger takeaway for marketers?
The future of automation isn’t about volume — it’s about connection. Turning campaigns into conversations builds stronger customer relationships and boosts long-term engagement.
营销自动化平台(如 Salesforce Marketing Cloud、Marketo 等)在大规模发送一次性电子邮件或消息给个人方面表现出色。但是,您如何能与客户推动更多的对话式互动?
好
营销自动化平台(例如 Salesforce Marketing Cloud、Marketo 等)非常擅长大规模地向个人发送一次性电子邮件或消息。
您可以构建非常复杂的旅程,这些旅程会对用户行为做出反应并在一天中的不同时间发送消息,同时有成千上万,甚至数百万用户同时经历相同的自动化旅程。
坏的
更好
在Bird,我们花了多年时间了解客户沟通,并开发了强大的工具帮助企业创造出色的客户体验:具体而言,通过conversations API、Inbox 和 Flows。
当您在Bird上启用一个社交渠道,比如WhatsApp,整个对话将通过我们的conversations API进行。医疗保健组织在这些对话方式方面处于领先地位,DrDoctor's NHS患者体验转型 演示了如何通过自动化预约流程在提高患者满意度的同时节省数百万。任何监听该对话的应用程序都可以通过接收和发送消息进行参与。
这意味着您可以在一个(内部)平台开始对话,并在另一个平台继续对话,而最终用户不会注意到转换 - 提供无缝的市场营销 - 销售 - 支持体验,全部在客户首选的通信渠道上。
有什么可能?
我们已经看到我们的用户(并且在我们自己的某些解决方案上工作)展示了企业如何轻松创建这些新型的双向通信体验。
例如,您可以使用Bird的Salesforce Marketing Cloud插件来构建一个旅程,发送WhatsApp通知给匹配特定受众的客户。
企业可以在用户注册后立即发送消息,提供一个简单的渠道用于支持、教育,甚至向上销售/更多购买。

Flows将监听这个对话并准备处理用户的回复:

在必要时,可以顺畅地将对话转交至在Inbox中等待的客服,将对话转换为支持案例(或潜在客户):

终端用户体验的样子
对于用户来说,对话无缝进行,完全在他们的WhatsApp账户内进行,他们完全不知道自己在企业内部工具和平台之间转换。

代理的体验是怎样的
对于代理,一旦客户开始对话,他们将拥有整个对话历史(跨消息通道)作为未来任何互动的上下文。

技术配置是什么样子的
这完全是通过结合我们的一些工具实现的:
现成的Salesforce Marketing Cloud连接器,并启用了WhatsApp渠道

经过批准的WhatsApp HSM模板,允许我们向用户发送通知消息
一个Flows流程,自动处理支持和渠道问题的消息,并将其转发给代理以进行定价和采购查询

Inbox作为我们代理的UI工具
结论
我们希望这对您有所帮助,并使您能够为您的用户创建出色的对话体验。如果您想了解更多关于我们的营销解决方案,或我们的产品如 Flows 和 Inbox - 请告知我们!



