---
url: https://docs.corbitaltech.dev/products/whatsbot/marketing-automation.md
description: >-
  Automate WhatsApp marketing inside Perfex CRM with WhatsBot. Trigger campaigns
  from CRM events, schedule messages, send personalized template messages, and
  boost engagement with rule-based automation.
---

# Marketing Automation 👥🤖

In whatsbot **marketing automation** system focuses on automating actions triggered by specific events.

![marketing-automation](./images/marketing-automation/marketing-automation.png)

* **Select Type:** Choose select type which you can use from template.
* **Action:** Choose action you want to perform for project or ticket.
* **Status:** Choose status for project/ticket to get flow template form.
* Templates are essential for using marketing automation effectively.
* When you select a type in marketing automation, it is necessary that it is available in the template bot.
* Template bot must be active and it is created for customer
* It is necessary that correct template is available in templates.

## How It Works

* **Templates are Managed:** The system will send the feedback form only after choosing the right template. In marketing automation, only the selected template will be sent to make sure the message is correct.

* **Projects are updated:** You have to change the status of project so that it will send the feedback form.

* **Communication is triggered:** The system can automatically send WhatsApp messages using ready-made templates, allowing quick feedback confirmation, follow-ups, or promotions.

## 🎥 Watch the Tutorial

[![Watch the video](https://i.ytimg.com/vi/GFCig1Xh8LE/hqdefault.jpg?s…BACGAY4AUAB\&rs=AOn4CLDutUx687LTUqlXtL6c0GX6rOQPpQ)](https://youtu.be/GFCig1Xh8LE?si=N-4tUa880zSBKrfA)