Communication Module In Flavor CRM - AI Automation

Communication Module

The Communication Module in Flavor CRM offers advanced tools to help you connect with your customers and manage all communications from one central place.
New features include multi-channel messaging (Email, SMS, Notification, WhatsApp), smart recipient selection, and actionable insights with Smart Actions to target new leads, students, and follow-ups easily. You can choose from templates, enhance subject lines with AI, personalize messages with dynamic values, and attach files—all within a user-friendly editor.
Additionally, Brand Intelligence and Campaign Ideas guide you to create professional, targeted campaigns that reach the right audience at the right time for maximum impact.

Compose Message

Step 1: Compose Message

From the Dashboard, click on Communication.
Click on + Compose Message button located at the top right.

Step 2: Select Channel & Recipients

Select the preferred communication channel (Email or WhatsApp).
Next, select the Recipients based on your requirement.
If required, you can also enable additional email options such as: Add CC Email or Add Reply-To Email

Step 3: Select Subsidiary & Branch

Select the required Subsidiary & Branch.
Once selected, you can choose recipients based on the selected subsidiary & branch.
Note: Emails will be sent using the email configuration set for the selected subsidiary (if configured).

Step 4: Add Template or Write Message

Select a predefined Template or manually enter the Subject and compose your Message in the editor.
Select a predefined Template from the dropdown menu or manually enter the Subject and compose your Message in the editor.

Use the AI option to generate a subject line or choose from AI-generated suggestions for the message body as shown in the bellow image.

You can also select the desired tone or style for the message, such as Formal, Casual, Elegant, Professional, Friendly, etc.

Review and choose the most suitable AI-generated body text for your message.
Add attachments if needed.

Click Save Draft to save your work or continue to proceed.

Step 5: Message Delivery Option:

While clicking over continue, the Message Delivery Options pop up will appear. Select one of the following options.

Send Now: The message will be sent immediately.
Schedule for Later: Choose a specific date and time to send the message.
Save as Draft: Save the message and send it at a later time. Now click on preferred option, click on Save.

When you select Schedule for Later to send the message, you can choose the preferred Date and Time, then confirm, this will make sure the message is delivered automatically at the scheduled time.

Smart Action

Actionable insights with Smart Actions to target new leads, students, and follow-ups easily.

New Leads This Week
New Students Registered
Messages Sent Last Week
Leads Awaiting Follow-up

New leas this week: If you click over new Leads this week- You will be able visit adding new lead option.

New Student Register: help you send onboarding and welcome note to the students.

Message sent last week: will help you in tracking your communication.

Leads Awaiting Follow-up: This section shows leads that still need follow.

Brand Intelligence

Brand Intelligence helps you maintain a consistent and professional brand identity in all your communications by automatically applying your brand’s unique details and tone.

Go to Settings.
Click on the Brand Intelligence option.
Copy and paste your website URL into the Website section.
Click Auto fill with AI.

Another way to do this:

Go to Compose Message.
Click the pen icon (✏️) next to Brand Intelligence to fill in or update your brand detail.

This feature ensures your messages always match your brand’s identity and tone.

Campaign Ideas:

Click on any campaign idea that interests you.
The system will help you create content and messages related to the selected campaign, which you can customize further if needed.
Use these campaigns to run focused communication drives that resonate with your audience and promote engagement.

View Recipient

Once a message is sent, the Recipients column displays the total number of users the message was sent to.

By clicking on View Recipient, it opens the Sent To window. This shows the detailed list of recipients, including their name, email address, and delivery status.

Scheduled Section

The Scheduled section in the Communication Module displays all messages that are planned to be sent at a later date and time.
This section helps you monitor upcoming communications and ensure messages are delivered as planned.

Drafts Section

The Drafts section in the Communication Module displays all messages that have been saved but not yet sent. Here you can, Edit, update, or send the message when ready.
This section allows you to manage unfinished messages and complete them at your convenience before sending.

Sent Section

The Sent section displays all messages that have been successfully delivered to recipients.
This section helps you track completed communications and maintain a clear record of all sent messages.

Manage Option

Click Manage at the top right of the communication Module to:

Use message Templates
Manage Recipient Lists
See Unsubscribed Lists

This helps you organize your messages easily.

Template

Create and edit message templates for faster communication.
You can view, manage, and use these templates to maintain consistent communication and save time when creating new messages.

Adding a New Template

Click + Add Template at the top right.
Choose the Template Type.
Select a Title for your template.
Write your Message.
Click Save to create your template.

Recipient List

The Recipient List allows you to organize and manage your contacts for communication. You can view and manage recipients under the following categories: Leads, Students & Parents.
These categories help you easily select and target the right audience when sending messages.

Groups

The Groups section allows you to create and manage custom recipient groups for targeted communication.

Add Groups
To create a new group, click on + Add Group, enter the Group Name, add a Description (optional), and select the recipients you want to include & save.

Creating groups help you organize your contacts and send messages to the right people quickly and easily.

Segments

The Segments section allows you to create filtered recipient lists based on specific criteria.
Segments help you target a specific audience using defined conditions, ensuring more precise and effective communication.

Add Segment

To create a new segment, click + Add Segment.
Enter the segment name and select the users to include. Add a description if you want (optional).
Next, apply filters to narrow down your segment. You can filter by Academic Information, Personal Information, Date Range, or Payment details.

Then click create segment to save it.

Unsubscribed Lists

The Unsubscribed List displays all email addresses that have opted out of receiving communications.
This section allows you to view and manage unsubscribed emails, ensuring that messages are not sent to recipients who have chosen to unsubscribe.

Add Unsubscribe User
To manually add an unsubscribed user, click on Add Unsubscribe User in the top right corner. Enter the following details: Email Address, Reason and Unsubscribe Date and click on Save.

Unsubscribed User's In Recipient List

Recipient Lists indicate unsubscribed users are indicated with icon (⚠️) next to their email address. As you move your mouse over the icon or look at it, a message like “Email is Unsubscribed” appears. By using this indicator, you’ll be able to see which contacts have chosen not to receive communications and ensure that you don’t send them any.