Understand key concepts and see how they apply to your business.
Clear definitions and concrete examples for key sales, marketing, and customer operations terms.
Action
The concrete task executed by an automation once all defined conditions are satisfied.
Approved message template
A structured message format reviewed and approved by Meta for outbound WhatsApp business communications.
Automation
Executing predefined operations sequentially within a workflow based on specified events and conditions.
Cart tracking
Monitoring uncompleted purchases and managing compliant follow-up based on real-time order status.
Condition
A evaluation rule checked before a workflow proceeds down a specific branch.
Conversion rate
The proportion of participants completing a targeted action out of a clearly specified denominator pool.
CRM
A disciplined approach and toolset for managing customer relationships, sales opportunities, history, and scheduled follow-ups.
Cross-channel marketing
Evaluating relevant customer interactions across multiple channels together to orchestrate a consistent communication journey.
Cross-sell
Recommending complementary products that pair naturally with an item a customer is considering or has purchased.
Customer context
Evaluating conversations, orders, touchpoints, and internal team notes together to understand a customer’s current needs.
Customer timeline
A chronological view of all events, messages, orders, and interactions associated with a customer.
Messaging consent
A documented customer preference or permission status authorizing communication on a specific channel for an explicit purpose.
Meta Lead Ads
An advertising format on Meta platforms allowing prospects to submit contact details and requests directly via on-platform forms.
Revenue attribution
The measurement methodology used to assign monetary outcomes to preceding marketing touchpoints or campaigns.
ROAS
The ratio of attributed campaign revenue to advertising expenditure within a defined measurement scope.
Sales opportunity
A tracked record representing a specific customer need for a product or service moving through the sales process.
Sales stage
The specific phase a sales opportunity occupies during consultation, negotiation, and quotation.
Segment
A targeted group of contacts filtered by specific criteria, purchase history, or behavioral rules.
Send status
Granular status indicators showing dispatch progress and platform-reported delivery and engagement stages.
Team handoff
Transferring an active customer conversation or task with complete historical context to a designated team member.
Trigger
An event or schedule rule that initiates an automated workflow.
Wait step
A business-defined delay or schedule rule before the next workflow step is evaluated.
Win-back
Targeted follow-up designed to re-engage existing customers who have not interacted or purchased for an extended period.