BambooHR Whatsapp Automation
Use the BambooHR Offer letter release WhatsApp workflow to instantly notify customers when shipments are delayed, keep them informed with follow-ups, and track performance with a clear delivery communication speed KPI.
Why This Workflow Matters
When shipments are delayed, silence causes frustration and support tickets. This workflow ensures customers are contacted quickly and consistently through WhatsApp, giving them clarity instead of uncertainty.
By automatically creating or updating contacts, tagging them with an offer-sent status, and starting a hiring automation that doubles as a structured communication journey, you standardize how and when delay messages are sent. This leads to faster delivery communication speed, better customer experience, fewer manual tasks, and more predictable follow-up.
How the Automation Works
- Trigger: The workflow begins with the event “BambooHR: Offer letter sent.” This event acts as the starting point for sending timely WhatsApp updates related to delivery communications you’ve tied to this stage.
- Actions: Once triggered, the system will Create/Update contact; add offer-sent tag; start hiring automation. This ensures each person is stored correctly, marked with the right tag, and enrolled into a consistent automated communication path.
- WhatsApp message: The first WhatsApp notification is:
“Hi {{first_name}}, your shipment is delayed. We’re working to deliver it soon.”
This gives immediate clarity and sets expectations.
- Follow-up: The automation then continues with Send revised ETA; closure message so customers receive a clear new timeline and a final closure note when the incident is resolved.
- KPI: Throughout, you track Delivery communication speed to measure how quickly customers are informed and to optimize your process over time.
Workflow Table
| Step | Stage | Description |
|---|---|---|
| 1 | Trigger | BambooHR: Offer letter sent event fires and starts the workflow. |
| 2 | Contact management | Create/Update contact in your system so every recipient has a complete, current record. |
| 3 | Tagging | Add offer-sent tag to segment and identify contacts who should receive delivery updates. |
| 4 | Automation enrollment | Start hiring automation to drive a consistent, structured communication sequence. |
| 5 | Initial WhatsApp notification | Send: “Hi {{first_name}}, your shipment is delayed. We’re working to deliver it soon.” |
| 6 | Follow-up ETA | Send revised ETA WhatsApp message with the updated delivery time. |
| 7 | Closure communication | Send a closure message confirming the shipment status has been resolved. |
| 8 | Performance monitoring | Track Delivery communication speed and refine timing and content based on results. |
WhatsApp Message Variants
Original message:
“Hi {{first_name}}, your shipment is delayed. We’re working to deliver it soon.”
Variant 1
Hi {{first_name}}, there’s been a delay with your shipment. We’re on it and will get it to you as soon as possible.
Variant 2
Hi {{first_name}}, a quick update: your shipment is delayed. We’re working to resolve this and will share a new delivery time shortly.
Variant 3
Hi {{first_name}}, your shipment is running late. We’re working to deliver it soon and will follow up with an updated ETA.
Who Should Use This Workflow
This workflow is useful for any organization that needs structured, timely communication around deliveries and status updates, including:
- E‑commerce and online retail businesses
- Logistics and courier companies
- Subscription box and D2C brands
- Warehousing and fulfillment providers
- Corporate teams coordinating internal deliveries or equipment shipments
Any operation that wants to standardize delay notifications and benchmark delivery communication speed can benefit from this setup.
