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Featured

What is SMS Pumping: Plivo’s Quick Guide

Jan 8, 2024
7 mins

Learn about SMS pumping, the risks it poses to businesses, how fraudsters generate fake traffic to exploit them, and how to prevent it.

In the digital age, SMS remains a cornerstone for user authentication, particularly through One-Time Passwords (OTPs). However, this reliance has made businesses vulnerable to a growing threat: SMS pumping fraud.

What is SMS pumping?

SMS pumping, also known as Artificially Inflated Traffic (AIT) or SMS toll fraud, is a fraudulent scheme where attackers exploit SMS-based services to generate large volumes of fake traffic. This is typically achieved by:

  • Automated Bots: Using bots to flood online forms with fake OTP requests.
  • Premium Rate Numbers: Directing these requests to phone numbers that incur higher charges, often controlled by the fraudsters or complicit telecom operators.

The perpetrators profit by receiving a share of the revenue generated from these inflated SMS charges, leaving businesses to bear the financial burden.

Real-World Impact: The Twitter Case

A notable example of SMS pumping's financial impact is Twitter (now X). In 2023, Elon Musk revealed that the platform was losing approximately $60 million annually due to SMS pumping fraud. The scheme involved over 390 telecom operators worldwide, who were either complicit or negligent in allowing the abuse of SMS services.

How does SMS pumping work?

The process typically unfolds as follows:

  1. Targeting Vulnerable Endpoints: Attackers identify websites or applications that send OTPs via SMS.
  2. Flooding with Requests: Bots submit numerous fake requests, often using disposable or premium-rate phone numbers.
  3. Revenue Generation: Each SMS sent to these numbers incurs a cost, which is shared with the fraudsters.

This leads to significant financial losses for businesses, as they pay for messages that serve no legitimate purpose.

Signs Your Business Might Be a Target

Be vigilant if you notice:

  • Unusual Traffic Patterns: A sudden spike in OTP requests, especially from unfamiliar regions.
  • Sequential Number Requests: Multiple OTP requests to consecutive phone numbers, indicating automated bot activity.
  • Low Conversion Rates: A high number of OTPs sent but a low rate of successful authentications.

Preventive Measures: Safeguarding Your Business

To protect against SMS pumping fraud, consider implementing the following strategies:

  • Rate Limiting: Restrict the number of OTP requests per user or IP address within a specified time frame.
  • Bot Detection: Use CAPTCHA or other bot detection mechanisms to prevent automated submissions.
  • Geo-Blocking: Limit OTP requests to regions where your user base is located.
  • Traffic Monitoring: Regularly analyze traffic patterns to identify and mitigate suspicious activities.

Plivo’s Solutions to SMS Pumping

Recognizing the growing threat of SMS pumping, Plivo is proud to offer two innovative tools, free of charge, designed to protect your business from fraudulent SMS traffic:

  1. SMS Pumping Protection for OTP Traffic: This solution is specifically built to safeguard your SMS API endpoints that handle OTP traffic. By detecting and preventing fraudulent OTP requests, it helps ensure your messaging services remain both secure and cost-effective. Read more about SMS Pumping Protection here.
  2. Fraud Shield for Verify Applications: Designed for applications leveraging Plivo’s Verify API, Fraud Shield delivers advanced fraud detection by analyzing traffic patterns, identifying anomalies, and blocking suspicious activities. This ensures your verification processes stay protected from abuse. Read more about Fraud Shield here.

Learn more about Plivo’s tools for combating SMS pumping by requesting a trial.

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Jun 19, 2025
5 mins

RCS Marketing 101: Your Complete Guide

Discover how RCS marketing delivers rich, branded messages that drive engagement for your business.

SMS marketing works, but let’s be honest: it feels a bit outdated compared to modern apps.

But what if you could send rich, interactive messages with branded content, images, buttons, and carousels straight to your customers’ native messaging apps?

Rich communication services (RCS) makes that possible.

If you’re ready to explore how RCS marketing can transform your engagement strategy, this guide will walk you through everything you need to know. Let’s get started.

What is RCS marketing? 

RCS marketing uses rich communication services to send interactive, branded messages through a customer’s default messaging app. It’s a modern upgrade to SMS that lets businesses share images, buttons, carousels, and more — all without needing third-party apps.

A user on Reddit summed up this perfectly:

Screenshot of a Reddit comment explaining what RCS is
RCS explained by a Reddit user

RCS lets you send messages that are visually branded with logos and colors while remaining interactive. This turns static updates into an app-like experience inside a message.

This shift is part of a broader industry move, led by Google and backed by major mobile carriers, to upgrade messaging infrastructure and make RCS the default standard on Android devices.

As support continues to grow, businesses are adopting RCS as part of their customer engagement strategy. Platforms like Plivo make that adoption easier with a reliable, enterprise-grade gateway to deliver rich, reliable RCS campaigns at scale.

RCS vs. SMS marketing: A quick comparison

Marketers today are looking for ways to deliver more interactive and visual communication, and RCS is clearly leading the way.

While SMS still works well for simple alerts, it lacks the creativity and engagement that RCS marketing offers.

Let’s take a quick look at RCS vs. SMS marketing.

Key feature SMS marketing RCS marketing
Message length Limited to 160 characters; with longer messages split Up to 8,000 characters in a single message
Multimedia Supports only plain text and links; needs MMS for multimedia Natively supports high-resolution photos, videos, audio, and GIFs
Security and verification No built-in sender verification Includes verified sender profiles with business name, logo, and custom colors
Read receipts No standardized way to know if a message was delivered or read Provides delivery and read receipts for real-time engagement tracking
Typing indicators Doesn't show when the other party is typing Displays typing indicators, creating a more conversational feel
Interactive buttons Not supported; calls to action (CTAs) are limited to plain text links Allows interactive buttons with predefined replies and actions
User experience Static, text-heavy, and transactional Dynamic, visually rich, and conversational — feels more like a mobile app
Analytics and reporting Basic delivery tracking (if supported by carrier) Advanced analytics: opens, clicks, conversions, and user behavior tracking

4 key benefits of RCS marketing

RCS marketing makes messaging feel more natural for both you and your customers. And since you can see what’s working and what’s not, it’s easier to pivot your strategy and get better results.

Here are its four key benefits.

1. Improved user interaction

One of the biggest advantages of RCS marketing is how seamless it makes the experience for your customers. Instead of typing out replies or clicking a link to open a website, users can just tap a button right inside the message.

Want them to book a demo, check order status, or browse products? It’s all possible with just a tap.

Fewer steps mean less effort, and that leads to more people following through. In fact, individuals spend up to 37 seconds engaging with RCS messages, which is a lot longer than most other types of mobile messaging.

 Image showing the engagement results of RCS messaging
People engage more with RCS than any other platform

That extra time and interaction can make all the difference when you’re trying to convert interest into action.

2. Consistent brand experience

RCS marketing doesn’t just tell people who you are — it shows them.

Verified business profiles help people know they’re getting messages from the real brand. Every message shows your brand’s logo, name, colors, and a checkmark. These small details make it clear that the message is coming from a genuine source.

Image showing that MAYI - HOMES sends a verified RCS message with branding
Verified RCS message from MAYI - HOMES

This consistency matters because 88% of people are more likely to buy from a brand they trust.

3. In-depth analytics

With RCS marketing, you can track open rates, button clicks, and how people interact with each part of your message.

You get clear visibility into what’s working and where users are dropping off. 

This makes it much easier to measure the return on investment (ROI) and fine-tune your campaigns. The more you understand how people engage, the better you can shape your messaging for results.

4. Higher conversion potential

RCS marketing makes it easier for customers to take action — whether that’s browsing products, booking a service, or making a purchase — all within the message itself.

With fewer clicks and no need to switch apps, the path to conversion feels effortless. And when it’s that easy, more people follow through.

For example, EaseMyTrip used RCS to run a post-COVID travel survey. They added quick-tap answer options and followed up with a thank-you coupon. The campaign saw a 4x higher click-through rate than email, 10x more survey completions, and a 2.7% increase in conversion rate.

5 major use cases of RCS marketing

Here are five major use cases showing how brands are using RCS marketing effectively.

1. Product promotions

RCS makes product promotions feel more like browsing a store than reading a message. Brands can send image carousels that customers can swipe through to explore new arrivals, check product details, and see what’s available without leaving their messaging app.

Verified RCS message highlights a 25% off promotion on all items
Verified RCS message from Daily-donuts

Example: A fashion retailer promoting its spring collection could send an RCS message featuring a carousel of outfits with styled images, prices, and buttons like “View Lookbook” or “Shop Now.”

Tapping a button could open a mini product page inside the chat, letting customers browse and buy without switching apps.

2. Abandoned cart reminders

The average cart abandonment rate is over 70%, which means most shoppers never make it to the finish line. RCS marketing can help bring them back by making the reminder more engaging and easier to act on.

You can send a message that shows exactly what they left behind, along with a clear button to complete the purchase. It’s visual, straightforward, and the entire experience stays within their messaging app.

Example: A home electronics store could follow up with customers who left a pair of wireless earbuds in their cart. The RCS message might include a product photo, the price, and a “Buy Now” button that takes them straight to checkout.

3. Appointment confirmations and reminders

A PhD thesis from Manchester Metropolitan University found that forgetfulness is the most common reason people skip their appointments.

RCS makes it easier for both businesses and customers to stay on the same page. You can send a message that shows the appointment details along with a simple calendar view. Add buttons to confirm, reschedule, or cancel — all within the chat.

Image depicting an interactive RCS booking confirmation message
Booking confirmation via RCS with quick action buttons

Example: A dental clinic could use RCS to remind patients of upcoming cleanings. The message might show the date, time, and location of the appointment, plus a “Confirm” button and options to “Reschedule” or “Cancel.”

Patients can respond instantly, helping the clinic manage its schedule more efficiently.

4. Customer surveys and feedback

Getting feedback is important, but most customers lack the time or patience to complete lengthy forms. RCS marketing makes it easier by allowing brands to ask short, targeted questions and receive quick responses.

Plus, the rich features of RCS let you include images, ratings, or multiple-choice options, making feedback feel more like a conversation.

Example: A restaurant could send an RCS message after a meal asking customers to rate their experience with simple buttons like “Excellent,” “Good,” or “Needs Improvement.”

The message might also include a photo of the dish they ordered and a quick question like, “What did you like most?” This quick interaction makes it easy for customers to respond and gives the restaurant valuable insights.

5. Customer support follow-ups

After a support request is resolved, following up shows customers you care and helps close the loop on their experience. But if the follow-up message gets buried in an email inbox or goes unnoticed, that opportunity to connect is lost.

With RCS marketing, you can send a quick message to check if everything’s working fine. You can include helpful buttons like “Change Password,” “Manage Account,” or “Talk to Support.”

Support bot provides instant replies and follow-ups for customer queries
AI-powered support for account management

RCS marketing myths and realities

Despite RCS marketing’s growing adoption and proven results, some common misconceptions still hold businesses back from trying it. Let’s look at a few of the biggest myths and what’s actually true.

Myth 1: RCS marketing is too expensive

At first glance, RCS business messaging can seem like a pricey upgrade. Rich visuals, tap-to-action buttons, and branded layouts look premium, so it’s easy to assume they come with a hefty cost.

But cost alone doesn’t tell the full story.

What you get in return matters more. RCS drives significantly stronger engagement with higher click-through rates, increased interactions, and better overall outcomes.

Take Club Comex, the loyalty program of North American paint brand Comex. They sent two rich and interactive RCS campaigns to their members and saw a 10x higher click-through rate, which helped increase revenue by 115%.

That’s the value side of the equation. Better targeting and richer content mean more people click, engage, and convert.

Myth 2: RCS marketing doesn’t reach enough users to be worth it

This concern made sense in the early days of RCS, when adoption was still catching up. But the landscape looks very different now.

In June 2024, the 12-month growth of RCS users reached 36.3%, showing faster uptake than other messaging channels. More Android devices support RCS by default, and it’s being rolled out across more networks globally. Even Apple has announced support, which means RCS is on track to reach a massive number of smartphone users worldwide.

With that kind of growth and widespread support, the hesitation around RCS is starting to fade. Brands can confidently invest in RCS marketing knowing it will connect with more customers than ever before.

Myth 3: RCS gets treated like spam and ends up ignored just like emails

Unlike email, RCS messages appear directly in the user’s primary messaging app alongside personal conversations. They include rich media and interactive elements, making them more engaging and less likely to be ignored.

This creates a more natural, conversational experience that drives higher open and response rates than traditional marketing channels.

Why choose Plivo for your RCS marketing needs

With RCS, you can turn simple messages into rich, branded conversations that feel more like chatting than broadcasting.

Plivo gives you the tools to make that shift without the hassle. From verified messaging to smart automation, everything works together to help you connect better and respond faster.

When combined with AI Agents and a unified customer data platform, RCS becomes more than just messaging. You can deliver personalized experiences at scale, automate everyday interactions, and keep conversations flowing without lifting a finger.

Here’s what you get with Plivo’s RCS API:

  • Real-time personalization: AI Agents tailor conversations using customer profiles and behavior triggers to improve engagement and conversions.
  • Multi-channel fallback: If RCS isn’t supported, messages automatically switch to SMS to ensure delivery and maintain consistent communication.
  • Conversational automation: AI Agents handle FAQs, process orders, schedule deliveries, and route complex queries within RCS.
  • All-in-one messaging platform: Manage RCS, SMS, WhatsApp, Voice, and more from a single dashboard.
  • Reliable performance: 99.99% uptime and global infrastructure keep your campaigns running smoothly.

With Plivo’s no-code tools, you can quickly launch AI-powered RCS messaging across channels and deliver a consistent customer experience from day one.

See how you can launch your first RCS marketing campaign with Plivo by requesting a demo today!

Jun 19, 2025
5 mins

WhatsApp Agent Setup: How to Launch AI-Powered Conversations at Scale

Learn how WhatsApp agent setup works using Plivo to launch AI-powered, no-code agents that handle support, sales, and engagement at scale.

Your customers are on WhatsApp but are your agents?

If you’re still relying on manual replies, scripted chatbots, or email follow-ups, you’re leaving response time and revenue on the table.

The smarter path? AI-powered WhatsApp agents. They’re full-service, no-code agents that can resolve issues, qualify leads, and send personalized offers 24/7.

In this guide, we’ll walk you through WhatsApp agent setup using Plivo and understand how these agents help you automate conversations that convert.

What is a WhatsApp AI agent?

A WhatsApp AI agent is an automation designed to operate over the WhatsApp Business API. Unlike scripted bots, agents are built to understand intent, pull in context from your internal systems, and complete business tasks like answering account-specific questions or initiating transactions.

Plivo’s WhatsApp AI agents can be trained to use your brand voice, integrated with your CRM or helpdesk, and customized to handle specific use cases, such as subscription renewals, cart recovery, refund processing, or customer onboarding.

They are accessible through a no-code interface and support a multilingual, omnichannel customer experience across WhatsApp, SMS, RCS, and voice.

What you need before setting up your agent

To go live with a WhatsApp agent, you need:

  • A verified Meta Business Account
  • An active WhatsApp Business Account (WABA) tied to a phone number
  • Pre-approved message templates for outbound communication
  • WhatsApp Business API access through a business solution provider (BSP) (Plivo offers this natively)
  • A platform to design, train, and manage agents (Plivo Agent Studio)

Also read: How to Create WhatsApp Message Templates: A Complete Guide

Optional but recommended integrations:

  • CRM (like Salesforce, HubSpot, or Zoho)
  • Helpdesk (like Zendesk or Freshdesk)
  • E-commerce or billing tools (Shopify, Stripe, etc.)

Pro tip: If you want to fast-track API access and template approval, using a BSP like Plivo saves weeks of back and forth with Meta.

Step-by-step: How to set up a WhatsApp agent with Plivo

Follow this step-by-step guide for a smooth WhatsApp agent setup with Plivo.

Step #1: Choose your primary use case and define agent scope

Don’t build a generic bot. Start with why you’re automating. This could be handling support queries, sending order updates, re-engaging inactive customers, or managing subscription renewals.

Image showing users how to build their own lead qualification agent in Plivo
Build a WhatsApp AI agent in Plivo

Plivo provides a library of prebuilt AI agents for common use cases like cart recovery, lead qualification, appointment reminders, and product recommendations. You can choose to use one as-is or customize it to fit your business process. Each agent is compatible with WhatsApp and designed to operate across channels as needed.

Your online pet supply business sells dog food with a typical reorder cycle of 30 days. You want to automate reminders for repeat customers, so they never run out.

The goal is to build a WhatsApp AI agent that:

  • Identifies past purchase dates
  • Sends a timely reminder before the next reorder window
  • Offers a one-click reorder option with a discount
  • Escalates to a live agent if the customer has special dietary questions

Pro tip: If you're unsure where to begin, look at existing interactions on WhatsApp that are repetitive, time-sensitive, or frequently escalated — these are ideal starting points for automation.

Step #2: Build the agent using Plivo’s no-code platform

Since your API access is already set up, you can begin building your agent in Plivo’s Agent Studio. This is a visual, drag-and-drop builder where you create conversation flows using blocks that represent actions, responses, conditions, and triggers.

Image showing WhatsApp AI agent setup in Plivo without code
No-code campaign automation in Plivo’s AI Studio

You can structure your flow to respond to specific keywords, match customer intent, route inquiries to different departments, or escalate to a live agent when needed. Each step in the journey can include media-rich responses like buttons, product carousels, quick replies, and file attachments.

Beyond logic design, you can also configure fallback rules for when the agent is unsure, and add human handoff conditions to ensure escalations happen smoothly with full context transferred to the live agent.

Image demonstrating smart handoff from AI agents to human agents in Plivo
Human handoff conditions in Plivo

Example: In Agent Studio, you set up a trigger to activate the agent 25 days after a customer’s last dog food purchase.

The agent starts with: “Hi Alex! It’s almost time to restock Luna’s Chicken & Brown Rice dog food. Want us to ship it today with 10% off?”

Depending on the customer’s reply:

  • “Yes” triggers a checkout link
  • “No” prompts a snooze option or opt-out
  • “I have a question” escalates to a human agent with the full order history

This step allows you to fully customize the agent’s tone, workflow, and logic to reflect how your brand communicates.4

Example: In Agent Studio, you set up a trigger to activate the agent 25 days after a customer’s last dog food purchase.

The agent starts with:
“Hi Alex! It’s almost time to restock Luna’s Chicken & Brown Rice dog food. Want us to ship it today with 10% off?”

Depending on the customer’s reply:

  • “Yes” triggers a checkout link
  • “No” prompts a snooze option or opt-out
  • “I have a question” escalates to a human agent with the full order history

Step #3: Train your agent with AI

Plivo supports integration with internal systems like your CRM, order management platform, inventory tools, or helpdesk. This means your agent can access real-time customer data, past orders, preferences, and policies to deliver personalized responses.

You can also connect your knowledge base, including FAQs, SOPs, product documentation, or policy articles. These resources train the agent to respond accurately and contextually, without needing scripted answers.

Dashboard image of Plivo’s AI Studio prompting users to import from a file or sync from a website
Import external knowledge from various sources into Plivo

For natural language understanding, Plivo gives you the flexibility to choose the AI model that powers your agent.

Image depicting LLM options for your WhatsApp AI agent in Plivo
Select the LLM that fits your business best

You integrate your Shopify store to pull order dates and product SKUs. You also sync your product FAQ sheet so the agent can answer:

  • “Is this food grain-free?”
  • “What’s the shelf life?”
  • “Can I switch to lamb instead of chicken?”

You power the agent using OpenAI to ensure a natural, friendly tone and multilingual support for your Spanish-speaking customers.

Step #4: Test, launch, and monitor your agent

Once your flow is built and trained, run controlled tests:

  • Check for flow accuracy and intent matching
  • Review how it handles incomplete or unclear inputs
  • Test human handoff and see if the agent transfers the full context
Image showcasing WhatsApp AI agent engagement analytics in Plivo
Monitor agent performance and engagement with Plivo

Plivo’s real-time dashboard lets you:

  • Monitor delivery, engagement, and satisfaction metrics
  • Track where users drop off in conversations
  • Identify areas to improve agent logic or content
  • Compare campaign and agent performance across channels

After launch, your agent keeps learning. As more customers interact, you’ll gather insight to improve how it responds or what paths it offers.

You run a test with 50 loyal customers. The data shows that:

  • 72% clicked the reorder button within three hours
  • 18% asked about switching flavors
  • 10% requested a pause or cancel

You adjust the flow by adding a flavor selection block and a “remind me next week” option. The analytics also show high engagement around 8 p.m., so you shift reminder timings accordingly.

Plivo is purpose-built for WhatsApp AI agent deployment

Plivo’s platform is designed to help you move from idea to live AI-powered engagement without requiring engineering support or external consultants. When you use Plivo for WhatsApp agent setup, you get:

  • Access to prebuilt agents for sales, support, and engagement
  • Intuitive no-code builder (Agent Studio) that puts you in control
  • Deep integration with your business systems for real-time, contextual replies
  • Support for the best LLMs on the market, so your agent is trained with intelligence
  • Built-in compliance with WhatsApp’s policies and global data laws
  • Unified interface to manage messaging across WhatsApp, SMS, RCS, and Voice
  • Enterprise-grade infrastructure with 99.99% uptime and expert onboarding support

Automate outcomes with WhatsApp agent setup in Plivo

Smart WhatsApp automation starts with smart setup. With Plivo's no-code platform, you can automate customer conversations, boost sales, and scale support — all without a development team.

Plivo offers the tools to build agents that reflect your brand, the infrastructure to scale securely, and the intelligence to adapt with your customer needs.

Whether you're trying to cut support wait times, recover abandoned carts, or drive upsells through personalized outreach, a well-built WhatsApp agent can make it happen, and Plivo makes it achievable.

Ready to get started? Request a free trial today!

Jun 19, 2025
5 mins

The Definitive Guide to Automating WhatsApp for Business

Learn how WhatsApp automation can simplify customer communication and scale operations. Know about its key benefits and use cases. Get started today.

Remember when WhatsApp was just a simple messaging app? Launched in 2009, it was a tool for friends and family to stay in touch. 

Fast-forward to today, and WhatsApp has become a global powerhouse with over 3 billion monthly active users. Businesses worldwide leverage WhatsApp to connect with customers, share updates, and provide support.

Many businesses struggle to keep up with the growing volume of customer messages on WhatsApp. Manually handling inquiries, sending updates, or following up on leads can quickly become overwhelming and inefficient. 

This is where WhatsApp automation steps in.

By automating repetitive messaging tasks, businesses can reduce manual workload, respond faster, and deliver more personalized, timely communication. 

In this article, we'll explore what WhatsApp automation is, why it's essential for modern businesses, and how you can implement it to improve customer engagement and operational workflows.

What is WhatsApp automation?

WhatsApp automation is the use of technology to automatically send and manage messages on the platform, especially for business and customer engagement purposes.

It doesn’t require human intervention for every interaction. As a result, businesses can handle customer inquiries, deliver updates, and engage with prospects efficiently.

Image showing WhatsApp with a conversation, highlighting conversational commerce.
A customer engaging with a brand through WhatsApp for shopping -Source

With WhatsApp business automation, you can:

  • Auto-respond to FAQs and reduce ticket volume.
  • Reduce customer support load with proactive messaging.
  • Route complex support queries to live agents only when needed.
  • Send order confirmations and delivery updates automatically.
  • Share return instructions based on customer actions.
  • Run re-engagement campaigns with smart timing.
  • Integrate with Shopify, Magento, and more for real-time updates.
  • Trigger workflows from CRMs or e-commerce platforms.
  • Keep messaging compliant with auto opt-outs and logs.

Here’s a breakdown of the three main types of automated messaging on WhatsApp:

Message Type Description Example
Transactional Messages are triggered by specific customer actions or events. "Your order has been shipped!"
Promotional Messages that promote products, services, or special offers. "Get 20% off your next purchase – limited time only!"
Conversational Automated responses that simulate a two-way conversation. "How can I assist you today?"

Key benefits of WhatsApp automation

By automating routine tasks, WhatsApp can help your business stay responsive and consistent across customer touchpoints. Here’s how it can benefit your business:

Reduce manual workloads and response times

When you automate WhatsApp interactions, every department, from marketing to customer service, runs more smoothly.

By automating routine tasks like order updates, FAQs, and customer inquiries, businesses can significantly reduce the manual effort required.

This means your team spends less time on repetitive tasks and more time focusing on high-priority interactions.

Result: Faster response times and more efficient workflows.

Increases the scalability of customer interactions

As your business grows, the number of customer interactions increases. Automation allows you to scale communication efforts without hiring additional staff or losing the personal touch.

Whether you're dealing with 50 or 5,000 customers, automated responses ensure that each inquiry is handled swiftly and consistently.

Enhances customer experience through personalization

Automated WhatsApp messages can be personalized based on customer data, creating a more relevant and tailored experience.

From addressing customers by name to offering product recommendations based on past purchases, personalization makes customers feel valued. This leads to higher engagement rates and improved loyalty.

End result: Higher customer satisfaction and increased loyalty.

Cost-effectiveness compared to manual processes

WhatsApp automation eliminates the need for large customer support teams and reduces the time spent on repetitive tasks.

This saves on operational costs and also leads to a more efficient allocation of resources.

Pro tip: Monitor your automation metrics regularly to find areas where you can cut costs further without affecting quality.

5  popular use cases of WhatsApp automation across industries

Businesses everywhere are finding new ways to use WhatsApp automation. Here are five popular examples:

1. Customer support

Automating common FAQs and routine inquiries on WhatsApp helps customers get instant answers anytime. This reduces the number of tickets support teams have to handle, letting them focus on more complex problems.

Example messages:

“Hi! How can I help you today? Here are some quick answers: For billing info, reply 1; For plan details, reply 2.”

“We’ve received your request and will get back to you within 24 hours.”

2. E-commerce operations

Order confirmations, shipping updates, and delivery notifications keep customers informed every step of the way. Automating returns and collecting feedback via WhatsApp speeds up these processes and improves customer satisfaction.

Example messages:

“Thank you for your order #12345! It is being processed and will ship soon.”

“Good news! Your package is out for delivery and should arrive by 5 PM today.”

“Need to return an item? Reply ‘Return’ and we’ll guide you through the process.”

3.Marketing and lead nurturing

Automated lead follow-ups ensure timely, consistent engagement with prospects, boosting conversion chances. Also, you can use personalized re-engagement campaigns to help bring back inactive customers with offers or updates tailored to their interests.

Example messages:

“Hi [Name], thanks for your interest! Ready to take the next step? Book a free demo here: [link]”

“We miss you! Enjoy 15% off your next purchase with code WELCOME15.”

“Exclusive offer just for you, [Name]! Check out our new arrivals: [link]”

4.Event management and invitations

Automated WhatsApp invites, updates, and follow-ups keep your audience informed and engaged, boosting the attendance rate. This helps you stay connected and make every event a success.

5.Appointment scheduling and reminders

Timely reminders help customers remember appointments, reducing cancellations and improving the overall experience. Automation makes scheduling easier and more efficient for both businesses and customers.

Example messages:

“Your appointment with Dr. Smith is confirmed for June 20 at 2 PM. Reply ‘Cancel’ to reschedule.”

“Hi! Just a friendly reminder about your hair salon appointment tomorrow at 11 AM.”

“Need to book an appointment? Reply ‘Book’ and we’ll help you find the perfect time.”

Step-by-step guide to implement WhatsApp automation for your business

To successfully implement WhatsApp automation, follow these key steps that cover planning, setup, and optimization. 

Step 1: Define your use cases and goals

Start by identifying which business functions, such as order updates, customer support, or lead follow-ups, will benefit most from automation.

Set clear, measurable goals like: 

  • Reducing response times 
  • Lowering manual workload 
  • Boosting customer engagement 

This will guide your automation strategy and help you track success.

Also, ensure compliance from the start. WhatsApp requires businesses to obtain explicit customer opt-in before sending messages. To stay compliant:

  • Use clear, transparent language when requesting consent.
  • Collect opt-ins through channels like website forms, checkout flows, or click-to-chat ads.
  • Log and manage consent within your systems for audit readiness.

Data privacy and compliance are essential for building trust and maintaining long-term customer relationships.

Step 2: Choose the right WhatsApp business API provider

Select a platform that fits your specific needs. Look for features like:

  • Robust CRM integrations
  • Audience segmentation
  • Flexible automation workflows

These capabilities simplify your communication and scale your efforts efficiently.

Make segmentation a priority, use tagging and grouping strategies to target the right customers with the right messages. 

With smart tagging and grouping, you can:

  • Deliver personalized messages
  • Engage the right people at the right time
  • Improve conversion and retention

Example: Send exclusive offers to loyal buyers and welcome discounts to new customers. Good segmentation enhances your automation and drives better outcomes.

Step 3: Set up your WhatsApp business account

You must set up a verified WhatsApp Business account to use WhatsApp for automated messaging. This includes:

  • Registering your business name and details.
  • Verifying a dedicated phone number.
  • Getting approval from Meta to use the WhatsApp Business API.

This ensures that your business is recognized as a legitimate sender.

Your WhatsApp API provider will typically assist with onboarding, including submitting documentation and setting up the technical aspects. 

Some platforms also offer pre-built tools to help you manage mobile number registration, display name approval, and message template submissions.

Pro tip: To avoid disruptions, choose a phone number that’s not already tied to a personal WhatsApp account.

Step 4: Create and submit message templates

Start by designing message templates for everyday customer interactions, such as:

  • Promotional messages (e.g., limited-time offers)
  • Transactional updates (e.g., order confirmations, delivery alerts)
  • Support messages (e.g., ticket updates or issue resolution)

Each template must follow WhatsApp’s formatting and content policies.

Once your templates are ready, submit them through your WhatsApp API provider for Meta’s approval. Only approved templates can be used for proactive messaging.

Step 5: Build automation workflows

Now that your account and templates are ready, it’s time to connect WhatsApp with the rest of your tech stack. Integrate with:

  • CRM systems (to access customer data)
  • Support tools (for query management)
  • E-commerce platforms (to track orders and actions)

Use event-based triggers, like a new order, a cart abandonment, or a support ticket, to automatically send relevant messages.

Additionally, plan for human fallback. Automation can’t handle everything. Build intelligent workflows that escalate to a human agent when:

  • A customer requests help
  • The query is too complex
  • Sentiment detection flags a negative experience

This keeps your support experience smooth, responsive, and frustration-free.

Step 6: Test, launch, and optimize

Start with a pilot campaign to ensure everything runs smoothly.

Track key metrics:

  • Response time
  • Open rate
  • Conversion rate

Use these insights to refine your workflows, improve message content, and adjust targeting.

Best practices for WhatsApp automation 

Following some proven best practices is essential to get the most out of WhatsApp automation. Here’s what you need to know:

Tips for optimizing messaging frequency and timing

To keep your audience interested, it's vital to message thoughtfully and strategically. Here are some quick tips:

  • Avoid over-messaging to prevent unsubscribes.
  • Use analytics to identify when your audience is most active and receptive.
  • Space out messages to keep it natural.
  • Monitor response rates and adjust based on customer behavior and feedback.

Leverage data analytics for campaign performance 

By tracking metrics such as open rates, click-through rates, and response times, you gain valuable insights into what works and what doesn’t. Use this data to refine your messaging, target relevant audience segments, and optimize timing. 

Regularly reviewing analytics helps you make informed decisions that boost engagement and drive better results over time.

Compliance and customer privacy protection

To protect your customers and stay compliant, focus on these key areas:

Compliance What it means Best practise
GDPR Protects the personal data of EU customers Obtain consent, allow easy opt-out, and secure data
SOC 2 Ensures security and confidentiality standards Implement strong data controls and audits
Customer privacy Respect and protect user information Be transparent, limit data use, and maintain trust

Enhance customer communication with Plivo’s AI WhatsApp automation

The growing demand for instant, tailored communication on WhatsApp puts pressure on businesses to respond quickly. Customers expect fast, personalized replies around the clock, and doing this manually often leads to delays, inconsistent service, and missed opportunities. 

Finding a way to scale these conversations efficiently is critical for businesses looking to stay competitive.

That’s where Plivo comes in, an industry-leading omnichannel platform that automates and personalizes WhatsApp conversations, delivering timely responses at scale.

By leveraging Plivo’s WhatsApp AI agents, businesses can manage a wide range of customer communication tasks, from pre-sales inquiries to post-purchase support, without increasing their team size.

Here’s how Plivo can enhance your customer communication:

  • Brand-aligned AI agents: You can customize the AI agents to reflect your brand’s voice, tone, and style. This makes all customer interactions align with your brand’s identity and deliver a personalized experience.
  • AI customer service agent: Plivo’s AI agents work around the clock, ensuring your customers receive timely responses, regardless of the time zone. These agents process orders, resolve support issues, and answer questions.
AI customer service agent managing chats and orders.
Plivo’s AI agents provide 24/7 support, processing orders and answering customer questions promptly.
  • Natural, human-like conversations: With AI agents, you can engage in context-aware conversations, mimicking human interactions. They remember customer preferences and history to provide relevant responses like a human agent would.
  • Simple, volume-based pricing: Plivo charges a flat fee per conversation rather than per message, making costs predictable and scalable. Volume discounts are available to lower your total spend as your messaging needs grow.
Image showing Plivo’s flat-fee per conversation pricing with volume discounts.
Plivo charges a flat fee per conversation with volume discounts.
  • Built-in compliance: Plivo ensures compliance with GDPR, HIPAA, PCI DSS, ISO 27001, and SOC 2 standards.
  • Guaranteed message delivery with fallback options: The platform delivers billions of messages annually and uses SMS and voice fallback channels to ensure your customers always receive important communications.
  • 24/7 availability: Plivo's AI agents provide instant, 24/7 assistance, answering questions, processing orders, and resolving customer issues.
  • Multilingual support: With support for 70+ languages, Plivo’s AI agents can engage with customers globally and offer a multilingual customer service experience.
  • E-commerce platform integrations: Integrate seamlessly with popular e-commerce platforms like Shopify, BigCommerce, WooCommerce, and Magento to deliver a unified customer experience across all touchpoints.

With Plivo’s vast carrier network spanning over 220 countries, businesses can significantly cut SMS costs by up to 70% while achieving threefold returns on investment. 

Many companies using Plivo CX have experienced remarkable results, earning an outstanding $71 for every dollar invested in their SMS marketing efforts.

Book a free demo today and see how Plivo’s AI WhatsApp agents can change your customer communication strategy.

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Aug 20, 2024
5 mins

Keeping Your Data Safe: Our Ongoing Commitment to Security

Renewed SOC 2 Type 2 & PCI DSS compliance: Your data's safety is our unwavering commitment. Discover Plivo CX ongoing dedication to security.

Security

Security is on everyone’s mind, and at PlivoCX, protecting your information is our highest priority. We want to earn your trust when it comes to keeping your data safe. As part of that commitment, we are pleased to announce that we’ve renewed our SOC 2 Type 2 certification, which incorporates controls relevant to HIPAA compliance.

Validating Our Security Practices

SOC 2 Type 2 Certification

Our all-in-one CX suite simplifies marketing, automates customer service, and fuels growth — all while maintaining stringent security controls on sensitive customer information. This year, we renewed our SOC 2 Type 2 certification. The SOC 2 criteria validates our security processes to meet strict industry standards over time. Specific areas covered include:

  • Regular communication of changes to customers
  • Robust internal access control to production environments
  • Thorough system monitoring and ongoing risk assessments
  • Reliable disaster recovery, data backup measures, and system availability
  • Responsive system and security monitoring and incident response processes
  • Effective employee onboarding and termination processes

Plivo’s controls will continue to evolve to maintain the privacy and security of customer data and perfect our security systems.

HIPAA Compliance: A Shared Responsibility

For our healthcare clients, we provide HIPAA business associate agreements (BAA) to safeguard sensitive patient information in accordance with healthcare regulations. While our SOC 2 report encompasses controls pertinent to HIPAA, achieving full compliance is a shared responsibility, necessitating both CX Suite and our clients to diligently uphold their respective roles.

Security as an Ongoing Effort

While compliance certifications are essential, we don’t see security as just a box to check. Our team is dedicated to continuously strengthening protections through more advanced systems, employee training, and industry best practices. We’ll keep you updated on our progress.

We’re proud of our team’s hard work over the past year, and we’ll continue striving to implement robust security measures and achieve accreditations.

Read more about our renewed SOC 2 Type 2 compliance, our security measures, and how we're continually protecting your data on our security page.

Your security is always our top priority. We appreciate your trust in us.

Aug 20, 2024
5 mins

The Best SMS Notification Service: Send Real-Time Alerts

Learn how SMS notification services can transform your business communication. Explore top benefits, key features, and find the best service to send real-time alerts.

SMS
Notifications

SMS notifications are the heart of business communication. From sending customer service updates, appointment reminders, order confirmations, event reminders, and marketing campaigns, to billing alerts, SMS notifications play a vital role in your communications strategy. 

With an average click-through rate of 20%-35%, and open rates averaging around 95% (compared to email’s 21%), it’s no surprise why more teams prefer SMS as a channel to communicate and engage with their customers. 

This guide will walk you through how SMS notification services work, their benefits for your business, and how to find the best SMS notification service for your business. 

What is an SMS notification service?

An SMS notification service is a platform that lets you send text messages to your customers instantly. Depending on the customer’s mobile device settings, they’ll receive this SMS text message notification on their cell phone’s messaging app, lock screen, or home screen. 

Here’s how it works: 

  • Integrate an SMS API (Application Programming Interface) into your existing systems. 
  • When a trigger event occurs (like a new order or an appointment reminder), the system communicates with the SMS gateway.
  • The gateway then processes and sends the message to the customer's mobile network within seconds. 

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4 key benefits of an SMS notification system

Sending text messages to your customers helps you build meaningful connections and communities with your customers. It adds a useful dimension to your overall communications strategy. With SMS, you can reach customers where they’re most likely to engage (their phones), in ways that they want to connect (concisely and creatively). 

An SMS notification system makes sending text messages to your customers easier and faster — without exorbitant costs or development hassle. 

Let’s take a look at the core benefits of using an SMS notification system. 

  • Instant communication with customers: A reliable SMS notification system allows you to send messages quickly and at scale helping you reach thousands of recipients at a relatively low cost. 
  • High open and response rates: Do you have an exciting offer you want your customers to see as soon as possible? SMS is the best way to reach your audience in seconds.  
  • Cost-effective method of communication: SMS is a cost-effective way to reach customers at scale. Generally, the price of an SMS notification system depends on two factors: the tool's price and the number of messages sent per campaign. Many tools have fixed costs, although Plivo offers a pay-as-you-go pricing model. This option is great for small-to-medium businesses to connect with their customers affordably.
  • Improved customer engagement and satisfaction: SMS notification systems allow you to deliver personalized text messages. Segment your audience based on who they are, what drives them, and how and why they shop. A dedicated SMS notification system can automate some of these complex backend functions. 

Why should you choose Plivo as your SMS notification system? 

Sending SMS is simple and affordable with Plivo. We’re trusted by thousands of businesses including IBM, Workday, Deckers, Greyhound, and Wix. Our SMS API platform programmatically sends and receives text messages to customers worldwide easily and efficiently. We support over 220 countries and territories, and let you customize your sender ID in 100 countries outside of the US and Canada. 

Plivo offers a number of powerful features out of the box: 

  • Long message concatenation
  • Support for any character set
  • Default message body purging
  • Message feedback API
  • Handle opt-out intent
  • Message queueing
  • Number pooling
  • Sticky sender
  • Smart queuing 
  • Message redaction

All of these features are designed to make it easier to create, manage, and optimize SMS with your audiences. See why Plivo outranks other SMS notification systems. 

1. Scalable solutions for businesses of all sizes

It shouldn’t be hard to connect with your customers as your business grows. Plivo is designed to meet your scaling needs, both from a cost and ease-of-use perspective. 

With Plivo, you can programmatically create personalized SMS alerts and notifications for any type of activity on customers’ accounts. Plivo’s RESTful API is easy to work with, and its syntax is familiar to developers who have experience with Twilio’s API. 

The SMS notification system doubles down on ease of use by offering Plivo High-Level Objects (PHLO). PHLO is a visual design studio that lets you build customized communication workflows for both SMS and voice with zero coding. 

The studio uses pre-built templates for tasks like IVR, voicemail, alerting, and surveys, so your development team isn’t bogged down with complicated technical details and is focused more on delivering the project at hand. 

Plivo offers flexible pricing plans and volume discounts, making SMS notification an extremely affordable option. 

2. Easy integration with existing systems

Plivo's SMS API is designed to integrate seamlessly into your existing applications. Whether you're using Java, C#, Python, PHP, Ruby, Node.js, or Golang, Plivo provides comprehensive server-side SDKs and detailed documentation to help you get started quickly.

The API uses consistent interfaces for creating, retrieving, updating, deleting, and listing resources. This consistency makes it easier to build and manage applications, with the ability to handle multiple SMS messages in a single API request.

Built-in support for GSM and Unicode character sets allows you to communicate in any language, including emojis and special characters. This feature ensures that your messages are correctly displayed to recipients globally.

3. Comprehensive analytics and reporting

When it comes to analytics, two things matter the most: what kind of data your tool collects and how well it distills that data so you can truly collect useful insights and make data-driven decisions. 

Plivo provides access to detailed SMS analytics for all your inbound and outbound messages including:

  • Date: The time at which the message was queued in Plivo.
  • From: The source number of the text message.
  • To: The destination number of the text message.
  • To country: Country ISO of the destination country.
  • Direction: Message direction — Inbound or Outbound.
  • Status: The current status of the message.
    Statuses for Outbound messages aresome text
    • Queued
    • Failed
    • Send
    • Delivered
    • Undelivered
  • Statuses for Inbound messages aresome text
    • Received
    • Delivered
    • Undelivered
  • Error reason: The reason for failure in cases where message status is Undelivered or Failed
  • Total amount ($): Total amount charged for this message. This includes the carrier pass-through fees.

Using a combination of these filters, you can narrow your search to relevant messages. You can also download the message details as a CSV file to export to a third-party analytics tool. 

4. Optimize message delivery

If you want to send your messages across a group of phone numbers (long code and short code), you can use Plivo’s powerpack for SMS. Powerpack lets you create number pools that can be used to improve message delivery and boost open rates of your SMS and MMS campaigns.

Plus, it uses a sticky sender for a consistent experience. Engage with your customers using a recognizable phone number to deliver a personalized experience that integrates information from the customer’s history with your brand. 

Features like automatic smart queuing along with source number-based rate limiting keep you compliant with country-specific volume restrictions and related rate limits. It also lets you use local phone numbers because when you send messages from a local number, customers are more likely to open and respond to messages. 

How businesses use Plivo’s SMS notification services

Companies at different stages of growth use Plivo to build deeper relationships with customers. Our SMS platform gathers customer insights while empowering communication campaigns that boost customer acquisition and build customer loyalty. 

Here are some of the most common ways companies use Plivo: 

  • Customer service updates: Companies use Plivo to send instant updates to customers about their service requests, ensuring they stay informed about the status of their queries or issues.
  • Appointment reminders: Plivo helps businesses reduce no-shows by sending automated reminders to customers about their upcoming appointments, enhancing overall efficiency and customer satisfaction.
  • Marketing campaigns: Businesses use Plivo to run marketing campaigns, sending promotional messages, discounts, and special offers directly to customers’ mobile phones, driving engagement and sales.
  • Emergency notifications: In urgent situations, organizations rely on Plivo to send emergency alerts to employees or customers, ensuring timely and reliable communication during critical times.

Ready to get started with SMS notifications for your business? Request a trial with Plivo.

Aug 20, 2024
5 mins

7 Best Call Forwarding Services in 2024

Explore the 7 best call forwarding services for 2024. Ranked and reviewed for features, pricing, and ease of use to help you find the perfect solution.

Phone Numbers
Phone Numbers API

There are dozens of call forwarding services available, with each promising seamless routing and efficient communication.  It's challenging to know which service is right for your needs. Many offer similar features and claim to deliver reliability and flexibility for your company. 

Choosing the wrong service can lead to missed calls, unhappy customers, and lost revenue. Not all call forwarding services are created equal—some lack proper integrations, others don't offer the level of customization you require, and many have confusing pricing structures.

In this guide, we'll share the seven call-forwarding services of 2024 that are best for most businesses. We'll walk you through their key features, pricing, and why each one stands out. With this information, you can confidently select and set up a call-forwarding service. But first: let’s dive into the ins and outs of how these services work.  

What is a call forwarding service?

A call forwarding service allows you to redirect incoming calls from one phone number to another number of your choice. It is particularly useful for businesses that have multiple phone lines or virtual teams spread across different locations. 

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Who uses call-forwarding software?

Call forwarding software is useful for businesses that need a better way to manage incoming calls. It helps customer service and sales teams ensure that incoming customer calls are always answered by the right person or department. For multi-location companies that need to route or redirect calls based on their location, call forwarding software is a critical part of their tech stack. 

Call forwarding software is often used in the following scenarios:

  • When an agent is out in the field 
  • When your team is off the clock
  • When the intended point of contact is away from their desk 
  • When a customer has a specific query

What features to look for in a call forwarding platform?

Call forwarding platforms should help your business work smarter, not harder. As such, look for some of these features when selecting a call-forwarding service

  • Customizable call routing: It's critical to have the capacity to develop sophisticated call routing rules that meet your company's needs. Seek out call forwarding providers that offer customizable call routing choices, such as skills-based, location-based, or time-based routing.
  • IVR and auto-attendant: Interactive voice response (IVR) menus and an auto-attendant function assist callers in reaching the proper person or department, reducing customer frustration and improving call performance outcomes. 
  • Multi-channel support: Consider a call forwarding service that can handle email, chat, SMS, and phone calls in addition to voice calls. This coordinated dialogue
  • Call recording and analytics: Call forwarding services that include call recording and analytics provide valuable insights into customer interactions and team performance. This data can be used to identify areas for improvement and make data-driven business decisions.

7 Best call forwarding services at a glance

The call-forwarding software space has incredible platforms, but some options stand out above the rest.  At a quick glance, here are the key features, free trial availability, and reviewer ratings of the top seven call forwarding services.

A deeper look: The top 7 call forwarding software providers

1 . Plivo

G2 rating: 4.5 out of 5 

Plivo’s adaptable and feature-rich platform is one of the top-rated options for managing calls. Plivo’s Voice API provides programmatic control over call destinations, offering the flexibility to customize and manage how calls are routed. With this API, you can access: 

  • Dynamic call routing: Adjust the call routing in real-time based on predefined rules, such as customer preferences, location, ring time, busy or unreachable lines, round-robin calling, or agent availability. For example, you can direct high-priority customers to specific support teams or agents. Or, if someone doesn’t pick up after 15 seconds, the call will automatically move to another representative. 
  • Global reach: Route calls to numbers in over 220 countries, enabling seamless international communication without requiring complex setups.
  • Failover mechanism: Implement a fallback routing system to ensure calls are always answered, even if the primary destination is unreachable.
  • Interactive voice response (IVR): Create multi-level IVR systems to guide customers through automated menus and direct them to the right department based on their inputs.
  • Recording and monitoring: Enable call recording for quality assurance or compliance purposes and monitor calls live to evaluate agent performance.
  • Customized caller ID: Modify caller ID information to ensure a consistent and recognizable caller identity, increasing customer trust and engagement.
  • Analytics and reporting: Access detailed call data and analytics to monitor call quality, duration, and routing effectiveness. Use these insights to optimize your communication strategies.

Plivo’s platform is geared towards enhancing not just efficiency but also the quality of interactions with customers through its sophisticated auto-attendant and IVR system. Additionally, its support for multiple communication channels and detailed analytics helps businesses keep their fingers on the pulse of their communication strategies.

Key features

  • Customizable call routing
  • Auto-attendant and IVR
  • Multi-channel support
  • Turnkey single-API solution 
  • High deliverability
  • Built-in fraud control 
  • Call recording and analytics

Pricing 

Visit Plivo's website for detailed pricing information.

Free trial

Plivo offers a free trial period for users to test their services.

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2. Dialpad

G2 rating: 4.5 out of 5 

Dialpad’s fast set-up process provides agents with tools to manage calls more effectively and connect with customers from anywhere. Dialpad automatically forwards incoming calls to a maximum of five phone numbers. You can set rules to forward phone calls from your Dialpad number to either your mobile device, a landline, or an accessible agent.

Beyond simple call forwarding, Dialpad provides a robust communications platform. It can route calls through its intelligent system or redirect them to voicemail when agents are unavailable. Moreover, its analytical tools offer insights into communication patterns, enabling businesses to refine their strategies and continuously enhance customer interactions.

Key features

  • Multiple phone numbers per account
  • AI-enabled sales intelligence tools like AI-assisted sales coaching, playbooks, and interaction scoring
  • Unified AI collaboration platform with voice/video calling, messaging, and meeting capabilities
  • 25 ring groups (departments)

Pricing 

  • Standard plan: $15 per user/month
  • Pro plan: $25 per user/month
  • Enterprise plan: Contact Dialpad for a custom quote

Free trial

Dialpad offers a 14-day free trial for users to evaluate their services.

3. Grasshopper

G2 rating: 4.0 out of 5 

Grasshopper is a simple yet powerful call-forwarding service for small businesses and entrepreneurs who need an efficient way to manage calls. The platform is intuitively designed, making it easy for less tech-savvy users to enhance their professional presence and maintain customer connectivity. 

Compile a list of call-forwarding phone numbers while ensuring you are notified of incoming calls. Grasshopper offers the flexibility to customize your call schedule and designate specific phone numbers for forwarded calls. With different plans to accommodate growth and a mobile app for on-the-go management, Grasshopper scales with your business as it grows. 

Key features

  • VoIP and Wifi calling
  • Custom greetings
  • User-friendly interface suitable for non-technical users
  • Simultaneous call handling
  • Mobile app for call and message management on the go

Pricing 

  • Solo plan: $26 per user/month (one number + three extensions)
  • Partner plan: $44 per user/month (three numbers + six extensions)
  • Small business plan: $80 per user/month (five numbers + unlimited extensions)

Free trial

Grasshopper offers a seven-day free trial for users to try out their services.

4. GoTo Connect

G2 rating: 4.4 out of 5 

GoTo Connect is a great call-forwarding service option for small-scale or growth-stage startups. It offers a comprehensive platform that supports voice, video, and text across various devices. The call forwarding service includes automatic call attendance, chat, extensions, voicemail to audio email, SMS, and unlimited calls. 

Ideal for teams that operate both remotely and in-office, GoTo Connect ensures that every team member and client stays connected with features like HD video conferencing. It can accommodate up to 25 webcams or 250 people. Overall, the platform’s flexible pricing and ease of integration with other tools make it a preferred choice for businesses looking to streamline their communications without compromising on features or functionality.

Key features

  • Unlimited users
  • Unlimited call routing, automated attendants, and queues
  • Unified communications across voice, video, and text
  • Video meetings with up to 250 participants
  • Flexible device compatibility for hybrid and remote team setups
  • Easy integration with other business tools
  • Scalable plan options from basic to premium features

Pricing 

  • Basic plan: $24 per user/month
  • Standard plan: $29 per user/month
  • Premium plan: $43 per user/month

Free trial

GoTo Connect offers a 14-day free trial for users to test their services.

5. Talkdesk

G2 rating: 4.4 out of 5 

Talkdesk offers a range of features including the ability to forward calls to any phone, be it mobile, landline, or computer. This enables employees to work remotely and stay connected with their customers. Additionally, Talkdesk provides local and toll-free numbers that can be forwarded to agents anywhere, allowing businesses to expand their international presence. 

The platform also enables businesses to route calls to agents with specific skills or knowledge, ensuring that customers are always connected to the most appropriate agent for their needs. Finally, Talkdesk allows businesses to monitor forwarded calls for quality assurance while enabling workforce mobility. This helps businesses to maintain high levels of customer satisfaction and ensure that their employees are productive and engaged.

Key features

  • Cloud-based call center functionality
  • Advanced analytics and real-time reporting
  • High scalability to handle varying call volumes
  • Power dialer
  • Outbound caller ID
  • Data import and synchronization

Pricing 

  • CX Cloud Essentials plan: $75 per user/month
  • CX Cloud Elevate plan: $95 per user/month
  • CX Cloud Elite plan: $125 per user/month

Free trial

Talkdesk does not offer a free trial.

6. RingCentral

G2 rating: 4.0 out of 5

RingCentral offers a comprehensive set of call-forwarding capabilities that ensure no important calls are missed. With RingCentral, you can improve the caller experience and increase agent responsiveness. Its flexible nature makes it ideal for mobile and remote employees, and its scalable infrastructure is built to handle the growth of small businesses. 

Additionally, RingCentral provides after-hours call coverage options and all-in-one cloud communication solutions, including voice, messaging, video, and fax services. It makes mobile management and configuration easy and comes with advanced virtual phone system features. RingCentral also provides international calling services and analytics and reporting tools to help you better understand your communications data.

Key features

  • Unlimited users
  • Unlimited auto attendants, call routing, and queues
  • Video meetings with up to 150 participants
  • Strong integration with business applications
  • Modular design that grows with your business

Pricing 

  • Essentials plan: $19.99 per user/month
  • Standard plan: $27.99 per user/month
  • Premium plan: $34.99 per user/month
  • Ultimate plan: $49.99 per user/month

Free trial

       RingCentral offers a 14-day free trial for users to test their services. 

7. 8x8

G2 rating: 4.0 out of 5 

The cloud communications platform from 8x8 is a comprehensive solution that integrates voice, video, chat, and contact center capabilities. It offers customizable call forwarding and transfer rules that can be tailored to meet the specific needs of the users, making it a flexible and mobile solution. Businesses can work from anywhere, including remotely or from home, to stay connected to their customers and colleagues. 

The platform also enables businesses to improve their customer experience by easily transferring calls to the right person to handle a customer query. Additionally, the platform provides advanced call routing options including ring groups to ensure that calls are routed to the appropriate team members in a timely manner.

Key features

  • Caller ID, blocking, and do not disturb
  • Call waiting and parking
  • Three-way calling
  • Competitive pricing suited for SMEs

Pricing 

  • Express plan: $15 per user/month
  • X2 plan: $24 per user/month
  • X4 plan: $44 per user/month

Free trial

8x8 provides a 30-day free trial for users to evaluate their services.

How to choose the right call forwarding service for your business

The call forwarding service you choose impacts a substantial part of your customer (and employee) experience. Consider the following factors when making your decision.

  1. Business needs: Assess your business requirements and identify the specific features and capabilities you need from a call forwarding service. Consider factors such as the number of users, flexibility, multi-channel support, and software integrations.
  2. Budget: Look into your budget and choose a call forwarding service that fits within your financial capabilities. Consider not only the monthly subscription fees but also any additional costs for extra features or usage.
  3. User experience: Test the user interface and evaluate the ease of use of the call forwarding service. A user-friendly interface and intuitive navigation will save time and reduce the learning curve for your team.
  4. Reliability and support: Look for a call forwarding service with a reputation for reliable performance and strong customer support. Uptime guarantees, security features, and the responsiveness of its support staff are crucial.
  5. Integration capabilities: Test and explore the integration capabilities of your call forwarding service with other tools and platforms your business relies on. CRM systems, help desk software, and other communication tools that can be integrated are likely to enhance productivity and ensure a smooth operation.

Free trials help you make an informed decision and choose the right call-forwarding service that aligns with your business goals and requirements.

Get started with Plivo

Plivo consistently stands out for its robust features and reliable service. Whether you're looking to enhance your customer service, streamline your communications, or simply manage calls more efficiently, Plivo offers a comprehensive and user-friendly platform that can adapt to your business’s unique needs. 

Request for a free trial today.

Aug 20, 2024
5 mins

7 Best Phone Number Verification APIs in 2024: Ranked & Reviewed

Discover the 7 best phone number verification APIs in 2024. Ranked and reviewed for features, pricing, and reliability to help you choose the right solution.

Phone Numbers
Phone Numbers API

Phone number verification is the easiest way to ensure a phone number is legitimate. It simply entails sending a verification code via SMS or a phone call and getting a response back. You don’t need a complex or expensive tool to do this. 

Phone number verification APIs automate this process, making it a breeze for businesses of all sizes to verify contact information. Plug these APIs into mobile apps, CRM systems, and websites to verify numbers during sign-ups, logins, or data updates. 

This guide includes seven of the best phone number verification APIs in 2024 that offer features designed to support your business needs. We’ll break down the pros and cons of the platforms you’ve likely considered but haven’t had the opportunity to explore deeper. Read on to learn what makes each solution unique and pricing plans. 

Benefits of a phone number verification API

Phone verification has been used for decades by companies globally. The need for verification is fundamental: businesses rely on accurate customer phone numbers for critical processes logging in, making transactions, and setting passwords. 

Phone numbers also strengthen the brand/customer relationship. Companies rely on phone numbers to deliver important marketing messages, promotions, and announcements. If a number isn’t valid, the customer will never see your marketing efforts, wasting your time and resources. 

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Phone number verification can help with both business-critical processes and marketing outreach. Here are the core benefits of using a phone number verification API: 

Improved data accuracy and quality

A phone number verification API ensures the contact information in your database is accurate and up-to-date. This means errors caused by fake or mistyped numbers. Your communications campaigns will reach their intended recipients. 

Enhanced customer experience

Customers use their phones to get all kinds of alerts – from order status updates to, special promotions and discounts. A phone number verification API helps ensure that all your customers enter a valid and active phone number to get messages that elevate their experience. 

Reduced fraud and spam

Some of the most common cyberattacks include phishing and spamming. Both of these methods rely on customer information. A phone number verification API helps identify and block fraudulent and spam numbers, protecting your business and customers from malicious activities.

Cost savings on undeliverable messages

Sending messages to invalid phone numbers can quickly become a significant overhead cost. Removing invalid phone numbers before you waste money trying to reach them helps improve your ROI and budget your resources more efficiently. 

Features to look for in a phone number verification API

As you look for the best phone number verification APIs, keep an eye out for these features to help you find the right fit. 

  1. Real-time validation: Ensure the API provides instant validation to verify numbers as they are entered, improving accuracy and user experience.
  2. Easy to use and navigate: Consider a phone number verification API that offers a clean, intuitive interface. This will reduce the implementation time for your developers and make day-to-day ops easier. 
  3. Global reach and coverage: Look for an API that supports phone numbers from multiple countries so you can operate internationally without any hassle. 
  4. Integration capabilities: The API should easily integrate with your existing systems, providing a seamless setup process and compatibility with your tech stack.
  5. Detailed reporting and analytics: Choose an API that offers comprehensive reports and analytics to monitor verification processes, understand patterns, and make informed decisions.
  6. Scalability and reliability: Ensure the API can handle large volumes of requests and maintain high uptime, especially during peak times, to support your business growth.

Top 7 phone number verification APIs: at a glance

The table below provides a quick overview of the best phone number verification APIs.

**Phone number verification API** **Key features** **Pros** **Cons** **Pricing** **Plivo Verify API** Advanced Verify API with robust fraud control and detection features along with high flexibility and customization High deliverability and accuracy rates with easy setup and user-friendly documentation along with a pay-as-you-go pricing model Pricing may be higher for small businesses Pay-as-you-go model; flexible pricing, with $0 authentication fee **Numlookup API** Quick lookup with detailed carrier and status information Quick and easy to implement Limited to basic phone number lookup without advanced functionalities Starts at $9.99/month for up to 7000 requests, with higher tiers available **Neutrino API** Various validation services including phone, email, and IP address Extremely cheap to use Poorly designed interface can be confusing Starts at $10/month for up to 10,000 requests per day, with higher tiers available **Vonage API** Multiple authentication channels (SMS, voice, WhatsApp, email) Highly versatile, providing phone, email, and WhatsApp verification May require technical knowledge for the initial setup Pricing per API call starts at $0.005 per request for number lookup **Abstract API** Global coverage suitable for international operations Easy setup with user-friendly documentation Customer support is reviewed as subpar, and accuracy is questionable Starts at $17/month for up to 30,000 requests per year, with higher tiers available **BytePlant** Real-time phone number verification High accuracy with international and national number validation Monthly credit costs can be high for small businesses Pay-as-you-go option available **Mocean** Intelligent failover and adaptive routing Pay-as-you-go pricing model for cost efficiency Limited free tier compared to competitors Pay-as-you-go pricing starts at $0.0037 per request for phone number lookup.

Top 7 phone number verification APIs

To help you make an informed decision, we’ve compiled a list of the top seven phone number verification APIs you should consider. 

1. Plivo

Plivo is one of the most advanced customer engagement tools on the market. Its Verify API is designed for effortless verification with robust fraud control features that protect you against phishing and SMS pumping attacks. 

Plivo’s free Fraud Shield is one of the most attractive features in its API offering. It understands the customers' usage patterns and automatically adjusts the thresholds across countries. Plivo Verify also offers built-in reporting that helps you assess your cost savings by preventing fraud attacks. 

The best part? Plivo delivers the lowest cost per verification among top-rated solutions on the market. There are zero authentication fees and you only pay for SMS and voice charges. Use Plivo’s pre-registered phone numbers and avoid monthly phone number rental fees. In addition, there’s no compliance fee, meaning you eliminate overhead costs associated with compliance registrations. 

With Plivo, ready-made message templates are pre-approved and designed to increase conversions. Plivo Verify offers a 95% OTP conversion rate. We’re rated highly for support with extensive documentation that helps teams get started in five minutes or less. 

Pros

  • Best-in-class, built-in fraud protection for free
  • High deliverability and accuracy rates support a 95% OTP conversion rate
  • Go live in 220+ countries in five minutes or less
  • 99.99% uptime SLAs available, plus comprehensive support and premium 24-hour customer service
  • Low cost per conversion
  • Channel flexibility: send OTPs using SMS, voice & WhatsApp

Cons

  • Pricing may be higher for small businesses

Pricing

  • Base pricing: $0 verification fee. Pay only the standard fee per channel. See detailed SMS and Voice pricing. 
  • Volume pricing: Contact the sales team to get the best pricing. 

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2. Numlookup API

Numlookup API is a simple and quick solution for phone number verification. It automates the process by checking carrier information and the status of phone numbers. On its free tier, you can send 100 requests monthly—suitable for smaller businesses that are building their customer base and testing the waters. 

When it comes time to scale, and you need an unlimited amount of API connections, you’ll need to upgrade to a paid plan. Paid users get premium support. Numlookup API guarantees a 24-hour turnaround time for their paid customers. Along with this, they also boast 100% uptime in the last 90 days for all customers. 

Pros:

  • Quick and easy to implement; designed for small businesses 
  • Provides worldwide coverage for global phone numbers
  • Quick lookup with detailed carrier and status information
  • SDKs for the most popular languages (Python, Ruby, Node.js, and PHP)

Cons:

  • Free tier rate limits are hit quickly 
  • Lacks additional features like email or IP address validation
  • Limited to basic phone number lookup without advanced functionalities​

Pricing 

  • Free plan: The free tier allows up to 100 requests at 10 requests/minute
  • Small plan: Starts at $9.99/month for up to 7000 requests
  • Medium plan: Starts at $44.99/month for up to 65,000 requests 
  • Large plan: Starts at $89.99/month for up to 300,000 requests
  • Custom plan: For more requests, you need to contact their team

3. Neutrino API

Neutrino is designed as a general-purpose API, offering tools such as bad word filter, email validation, phone number validation, phone playback, SMS verification, phone verification, and more. 

Their phone number verification API allows you to parse, validate, and get location information for a phone number. You can identify the general user agent type, and device features, such as the brand, model, and OS. Additionally, it supports verification for both local and international phone numbers and includes fraud detection features. 

Pros:

  • Quick and easy to get started
  • Offers various validation services including phone, email, and IP address
  • Very affordable 

Cons:

  • Poorly designed interface which can be confusing 
  • Lack of documentation can make integration difficult
  • Tech support is available only via an online contact form or email

Pricing 

Free Trial – With its free plan, you can explore its all features.

  • Tier 1: Neutrino API starts at $10/month for up to 10,000 requests per day
  • Tier 2: Starts at $50/month for 100,000 requests per day
  • Tier 3: Starts at $250/month for 1M requests per day

4. Vonage Verify API

Vonage is an advanced platform that offers a dedicated Verify API to easily validate customers across the world at scale. It provides multiple authentication channels including SMS, voice (TTS), WhatsApp, email, and Silent Authentication, allowing you to authenticate your customers based on their preferences. They do the heavy lifting for you including fraud monitoring, failover, OTP generation, and sender ID management. 

One of the standout features of Vonage is its fraud detection, which is designed to prevent expensive unauthorized transactions. It automatically triggers step-up authentication for suspicious numbers and uses up-to-date phone number intelligence to identify fraudulent transactions. Additionally, Vonage offers global text-to-speech (TTS), intelligent failover, adaptive routing, and flexible implementation. 

Pros:

  • Reliable verification with detailed carrier information
  • Highly versatile, providing phone, email, and WhatsApp verification
  • Easy integration with robust documentation

Cons:

  • Per-request pricing may become expensive with high-volume
  • May require technical knowledge for the initial setup

Pricing 

  • Verify conversion plan: Pricing per API call starts at $0.005 per request for number lookup.
  • Verify success plan: Contact their sales team for a custom price 

5. Abstract API

Abstract offers a library of APIs for an array of processes; email validation, IP geolocation, company enrichment, public holidays, phone validation, link shortener, image processing, weather API, and more. 

If you’re looking for a comprehensive solution or have needs beyond just phone number verification, then Abstract is a great solution. But if your needs are limited, you might want to consider a more straightforward tool. 

Regarding phone number validation, it supports over 190 countries and guarantees a 99.99% uptime SLA with 24/7 customer support via email, chat, and phone.

Pros:

  • Easy and quick to get started
  • Offers a free-for-life tier 
  • Global coverage suitable for international operations
  • Easy setup with user-friendly documentation

Cons:

  • Potentially higher costs compared to single-purpose APIs​
  • Customer support is reviewed as subpar 
  • Accuracy is questionable 

Pricing 

  • Free plan: The free tier allows up to 250 API calls per month.
  • Paid plan: Starts at $17/month for up to 30,000 requests per year, with higher tiers available.

6. Byteplant

BytePlant provides multiple solutions: address validator, email validator, phone validator, and anti-spam. Its phone validation API supports 240 countries and offers real-time phone validation, phone list cleaning, and a 30-day money-back guarantee (no questions asked). 

BytePlant integrates well with platforms such as Salesforce and Mailchimp and ensures secure data transmission with industry-standard encryption. The API is designed to handle large volumes of requests, making it suitable for businesses with high validation needs.

Pros:

  • Real-time phone number verification
  • High accuracy with international and national number validation
  • Secure data transmission with industry-standard encryption

Cons:

  • Monthly credit costs can be high for small businesses
  • Limited free tier, encouraging quick transition to paid plans​

Pricing 

  • Pricing: Monthly credits cost around $390/month for up to 10,000 requests.
  • Paid plan: Pay-as-you-go option available.

7. Mocean

Mocean’s Verify API specializes in phone number lookup and SMS verification services. It supports real-time phone number validation and provides detailed data about the phone number, including carrier and line type. 

It comes with features like intelligent failover, adaptive routing, and flexible charging. Mocean's API is easy to integrate and supports multiple programming languages. The service is ideal for businesses focused on SMS marketing, providing secure data handling with robust encryption.

Pros:

  • Pay-as-you-go pricing model for cost efficiency
  • Provides both phone number lookup and SMS verification
  • Secure data handling with robust encryption

Cons:

  • Pricing can add up with high usage
  • Limited free tier compared to competitors

Pricing 

  • Pricing: Pay-as-you-go pricing starts at $0.0037 per request for phone number lookup.
  • Paid plan: $0.0138 per SMS verification sent.

Get started with Plivo today 

Choosing the right phone number verification API involves considering key factors. Start by understanding your business’s needs and goals, listing out specific of your must-have and nice-to-have features like customization, global presence, and customer support. 


Think Plivo might be the perfect API for your verification needs? Find out today with a trial

Aug 19, 2024
5 mins

What is 2FA? A Guide to Two-Factor Authentication with Plivo’s API

This comprehensive guide explores two factor authentication, its benefits, implementation steps, and Plivo’s top-rated API for user authentication.

2FA

Despite the rise in account-based cyber attacks, user passwords remain remarkably easy to crack. A recent survey from Bitwarden revealed that 25% of people reuse passwords across 11-20+ accounts. What’s worse — 19% of respondents use “password” as their password. Clearly, businesses can’t rely on users to set passwords with the strength to prevent costly, reputation-damaging data breaches. 

Two-factor authentication (2FA) is a user-friendly, easily accessible way to strengthen account security. However, many businesses resist adding 2FA due to concerns about convenience, initial setup costs, resource allocation, ongoing maintenance, and implementation complexity . 

The importance of 2FA in protecting user identities and safeguarding your business’s reputation can’t be overlooked. This guide will seek to overcome some of the chief objections to adding 2FA and demonstrate why this protocol is a natural solution for businesses of all sizes.     

What is two-factor authentication (2FA)?

Two-factor authentication is a security process that requires two different methods of identification to verify a user's identity.

Unlike traditional authentication, which solely relies on a password, two-factor authentication incorporates a second factor, such as biometrics or a security token like a one-time password (OTP). By requiring users to verify their identity with two different factors, 2FA adds a security layer to existing systems. 

Incorporating a separate, unconnected authentication channel into your product’s authentication process makes it difficult for malicious actors to compromise secure systems.

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Why is two-factor authentication used?

There are two reasons to use 2FA. 

  1. First and foremost, cybersecurity threats have been increasing in recent years. More than 8 million data records were breached in the fourth quarter of 2024; the US has the highest average breach cost globally, at $9.48 million. In addition, Verizon found that “over 80% of breaches within hacking involve brute force or the use of lost or stolen credentials.” 
  2. Data breaches are increasingly prevalent — and increasingly expensive. Yet, many businesses still feel under equipped to protect their accounts. WEF’s Global Cybersecurity Outlook Report 2024 found that 81% of leaders feel more exposed or similarly exposed to cybercrime than last year. 

The combination of a higher threat profile and pervasive poor password habits make 2FA a critical solution for modern businesses. 

Is 2FA worth it?

In short: yes. 

For businesses hesitant to adopt 2FA, Jacob Kalvo, the Founder of Live Proxies and a cybersecurity expert with over a decade of experience shares, 

“Implementing 2FA has smoothed out much of our internal security processes, making them safer for our team and users. This has resulted in increased user trust and reduced unauthorized access attempts. The additional security and peace of mind easily compensate for the initial difficulties in integrating 2FA.” 

Two-factor authentication vs. passwords

The table below provides a quick overview of the differences between traditional authentication and two-factor authentication. 

**Aspect** **Single Factor Authentication (legacy system) ** **Two-factor authentication ** **Security ** Low to moderate High **Credentials ** Password, PIN Password + biometric, password + OTP **Risk of unauthorized access ** High (in case of weak or reused password) Low **User convenience ** High Moderate, as it requires two types of credentials **Cost ** Low Higher as it needs hardware/software for the second factor

What are authentication factors?

A user can be authenticated in multiple ways. The three most used authentication factors are: 

Knowledge factor

It's something the user knows, like a password, a personal identification number (PIN), or another shared secret. 

Knowledge factors include: 

  • PINs 
  • Passwords  
  • Security questions with answers only known to users 

Possession factor

It's something a user has, such as an ID card, a mobile, or a laptop to approve authentication. 

Possession factors include: 

  • Authenticator apps such as Microsoft authenticator, Authy, etc. create time-based OTPs
  • SMS OTP sent to the user's mobile device via text message 
  • Hardware tokens that generate secure codes like Yubikeys, or SecuID
  • Physical cards (smart cards) that can be inserted into a card reader for authentication 
  • OTPs or verification links are sent to the user's email address

Inherence factor

It's something a user is, typically a biological characteristic. Inheritance factors include: 

  • Fingerprints
  • Retina scans
  • Voice recognition
  • Facial scans

There are additional factors that don’t fall neatly under these three categories. You can verify users' identity depending on their geographical location, for example, or limit authentication attempts to certain times of the day. 

Two-factor authentication combines any two types of factors. The most common combination is knowledge + possession factors, wherein a user enters their password and authenticates via an OTP sent to their mobile phone. 

Choose a combination that best suits your users' account security needs. You can even choose multiple factors to enable multi-factor authentication (MFA) for more robust account security. 

How does two-factor authentication work?

The typical two-factor authentication workflow includes these steps:  

  1. Login prompt: The user is prompted to log into the app or website. 
  2. Enter user credentials: The user is asked to enter their credentials, typically a username and a password (something they know).
  3. Factor verification: The system verifies the credentials. 
  4. Second-factor prompt: The user is prompted to input the second login factor (typically an OTP sent to their registered mobile phone).  
  5. Input OTP: The user enters a one-time passcode generated during the previous step. 
  6. OTP verification: The system verifies the OTP. 
  7. Access granted: The user will gain access to the website or application after providing both factors    

Common types of 2FA verification 

Hardware tokens for 2FA

Hardware tokens are USB keys, and smart cards, that generate unique authentication codes. 

Different USB-compatible Yubikey models

Some companies use devices like YubiKey or Google Titan Security Key to improve account security. These devices are plugged into a USB port or use NFC to authenticate users even when trusted devices are offline. Smart cards require a card reader and generate a one-time password or authentication when inserted into the reader.

SMS text-message and voice-based 2FA

With SMS-based 2FA verification, after entering the password, the user receives a code on their phone, which they enter into the website or application to complete the login process.

Voice-based 2FA follows the same process, but via phone call.The user speaks a specific phrase or password, which is then analyzed and matched to their voiceprint. Although it’s vulnerable to voice snooping, it's a secure, and hands-free option. You can easily make bulk calls globally by following the best practices for voice calling. 

Software tokens for 2FA

These tokens generate an OTP used in two-factor authentication. The typical workflow from a user’s perspective for 2FA through software tokens includes these steps: 

  1. Install authenticator app: User installs an authenticator app such as Authy, Google, or Microsoft authenticator on their app. 
  2. Enable 2FA: User visits the account security setting of the application they want to secure and enables 2FA. 
  3. QR scan: User opens the authenticator app on their device and scans the QR code. 
  4. Generate OTP: The authenticator app's QR code containing a secret key starts generating OTPs based on that key. 
  5. Enter OTP: User reads the current OTP on the authenticator app and enters it into the website. 
  6. OTP verification: The application checks the submitted OTP against the expected OTP and ensures it hasn’t expired based on the timestamp saved during OTP generation. 
  7. Handle OTP verification failure: In case OTP verification fails, the app notifies the user, generates a new OTP and asks the user to re-enter it. 

Push notifications for 2FA verification 

Push notifications are sent to the registered user's mobile device for approval. The user simply taps  "approve" on their device to complete the authentication process. 

Other forms of two-factor authentication

Apart from the types of two-factor authentication mentioned above, a few additional ones include: 

QR code-based authentication

A mobile device scans a QR code to authenticate the user. For example, Google Authenticator, and WhatsApp Web use QR codes to authenticate users. 

Location-based authentication

Users are authenticated based on their usual IP address or geographic location.

Risk-based authentication

Depending on the user’s risk level, the system prompts for additional authentication factors or helps establish a risk score. 

FIDO (Fast Identity Online) protocols

These are a set of protocols that enable passwordless authentication using smartphones or security keys. For authentication requests, for instance, Facebook, Twitter, etc. have enabled FIDO protocols for users to log in with security keys.

Two-factor authentication for mobile devices

Apple iOS, Google Android, and Windows 10 all have apps that support two-factor authentication. The user’s mobile phone itself serves as the physical authentication device. 

For example, modern devices feature an in-built camera for facial or retina scans, leveraging biometric authentication as a security measure. Some devices equipped with GPS add an extra security layer by verifying users based on their location.  

Authenticator apps like Google Authenticator have now replaced traditional methods like sending verification codes from a trusted phone. These apps generate a six-digit every 30 seconds removing the need to wait to even receive verification codes in a text. 

Note: If you’re already a Plivo user, follow these steps to implement 2FA in seconds.  

Is two-factor authentication secure?

Two-factor authentication is more secure than simple password authentication, but it’s not foolproof. 

Despite implementing two-factor authentication, companies like Twitter, Zoom, Coinbase, GitHub, and Reddit, have experienced data breaches. The Reddit data breach in 2018 highlighted vulnerabilities in SMS-based two factor authentication, prompting a move towards a more secure authentication method.

Why SMS-based authentication falls short 

NIST’s Special Publication 800-63-3 (National Institute of Standards and Technology) discourages the usage of SMS as it’s susceptible to interception and prone to phishing attacks, SIM swapping, and brute force attacks.

To mitigate these vulnerabilities, industry experts recommend: 

  • Conducting regular audits and testing 
  • Adherence to industry standards and best practices for implementing two factor authentication
  • Adopting more secure authentication methods such as biometrics, or hardware security tokens

The future of authentication

Environments needing higher security benefit from multi-factor authentication involving more than two authentication methods. Likewise, the future of authentication lies in using passwordless methods, using biometric data, hardware tokens, and OTPs to authenticate users.  

Early adopters are using passkeys to provide a secure alternative to 2FA. Passkey technology relies on a pair of generated keys: the private key resides on the user's device, and the public key is transmitted to the service. This process eliminates the need for users to remember passwords altogether.

Companies are using behavioral data that identifies the user's keystroke length, typing speed, and mouse movements to complete real-time authentication. Adaptive authentication and decentralized identity (blockchain-based) authentication are also rising.  

How can Plivo help

Although 2FA is relatively simple, challenges can arise during implementation, such as failed delivery or sending OTPs to invalid phone numbers. This is where a reliable solution such as Plivo’s Verify API comes in. We offer infrastructure that handles high-volume SMS and voice, with strong fallback mechanisms. 

Plivo offers robust voice and messaging integration for your applications while reducing SMS spend. Our comprehensive 2FA API supports SMS and voice-based delivery that generates, sends, and verifies OTPs efficiently while allowing extensive customization of OTP and verification messages. 

Further, we use intelligent routing to optimize message delivery paths, enhancing the overall cost-efficiency of your messaging operations. 

How Plivo enhances 2FA

Key features of Plivo’s Verify API 

  • No authentication fees - only SMS and Voice charges apply 
  • Get pre-registered phone numbers - no costs on number purchasing or renting 
  • No extra costs for regulatory compliance - we take care that the frequency of messages, time of messaging, etc. comply with international guidelines 
  • Our API integrates easily with your existing security systems
  • We provide solid fallback mechanism in case of failed SMS deliveries
  • OTPs are delivered even during high-traffic periods

To implement 2FA with Plivo, request a trial account. 

Benefits of using Plivo’s Verify API

High conversion rates that minimize SMS spend 

Plivo secures your communications with 10DLC registered numbers and strict compliance with GDPR, HIPAA, and ISO 27001 standards, ensuring data protection. Plivo guarantees reliable delivery and minimizes the risk of message errors or interception by sending dynamic verification codes exclusively to approved verified phone numbers. 

Jungleworks, a leading software solutions provider noted a 9% increase in deliverability after switching to Plivo. 

Global compliance to avoid penalties 

Plivo maintains pre-approved, country-specific phone numbers, ensuring compliance with local telecommunications laws for businesses operating in multiple regions.

With Plivo, CallHub, a leading communications platform, navigated thousands of different networks, and carriers, placing nine million calls in one election cycle.  

 Image displaying CallHub voice call records with all statuses 
Monitor all call statuses in one view
High international delivery rates to minimize message volume   

You need a provider that ensures higher conversion rates. Plivo's extensive global coverage across 220+ countries and territories achieves this by minimizing the number of messages sent. We offer competitive advantages such as priority onboarding, test credits, premium routes for messages and calls, and expedited carrier registrations, providing more value for your investment.

Built-in Fraud Shield for protection against high-risk profiles 

Plivo’s Verify API offers Fraud Shield for free. It significantly reduces frauds by verifying users, and defending businesses against SMS pumping. This solution protects against high-risk outbound calls, swiftly identifies unusual traffic patterns, and lets you customize your security measures with ease.

Image displaying Plivo screen to configure geo permissions for outbound calls
Plivo screen to configure geo permissions for outbound calls 
Flexible pricing model to maximize cost savings 

Plivo offers a free trial followed by a pay-as-you-go pricing model. You can explore our comprehensive communication features, including, voice, SMS, and 2FA, without any upfront commitment. If you’re looking to scale, get volume pricing to maximize cost savings. 

Strong fallback mechanism for guaranteed delivery  

Plivo ensures your messages reach their destination despite network issues or invalid numbers with its strong fallback mechanism. We monitor messaging patterns, set country-specific thresholds, and automatically send voice messages if SMS delivery fails. 

Easy implementation with a step-by-step guide

Implementing Plivo’s API is straightforward with detailed documentation covering setup, application usage, and code verification.

These authentication and fraud prevention methods not only secure your users’ accounts but also foster trust with your customer base. 

Aug 16, 2024
5 mins

Maintaining Our Commitment to Security: Plivo Renews SOC 2 Type 2 Compliance

SOC 2 Type 2 Compliance Renewal in Ensuring Data Security & Trust: Plivo complies with stringent standards to safeguard your information. Read to know more.

Compliance
Company
Security

At Plivo, we're dedicated to offering a trustworthy, robust Cloud Communication Platform as a Service (CPaaS). We continuously implement stringent security measures; and, as a result, we’re pleased to share that we’ve renewed our SOC 2 Type 2 certification, which includes HIPAA controls.

Maintaining a Strong Security Culture

Security is at the core of our operations and deeply integrated into our services. Our security team continuously enhances our security controls, threat mitigation processes, and monitoring systems. Every Plivo employee understands that safeguarding your data is our highest priority; we've built our culture around this value.

Our SOC 2 Type 2 Commitment

In 2022, we obtained our initial SOC 2 Type 2 report, demonstrating our capabilities in handling, storing, and processing user data. The report not only validated the strength of our security systems and procedures but also evaluated our operational effectiveness in adhering to these controls over time. 

Our SOC 2 Type 2 certification renewal this year reaffirms our dedication to managing our clients’ critical data. It verifies our stringent controls across several critical areas:

  • Regular communication: We ensure consistent updates and changes are communicated to our customers.
  • Access controls: We prevent unauthorized access by maintaining robust internal access controls to production environments.
  • System monitoring: We conduct thorough system monitoring and ongoing risk assessments to identify and mitigate potential threats.
  • Disaster recovery: Our reliable disaster recovery and data backup measures ensure system availability and data integrity.
  • Incident response: We have a responsive system and security monitoring and incident response processes in place.
  • Employee processes: Our effective employee onboarding and termination processes help maintain security integrity.

These controls continue to evolve as we maintain the privacy and security of customer data and enhance our security systems.

Our Security Commitment: Beyond a Checkbox

Renewing our SOC 2 Type 2 certification is more than just meeting a requirement; it's a testament to our ongoing commitment to you, our valued customers. For us, it’s not just about compliance but about living up to the trust you place in Plivo every day.

We’re proud of our team’s hard work over the past year, and we will continue implementing robust security measures and achieving accreditations in the future.

You can read more about our renewed SOC 2 Type 2 compliance, our security measures, and how we continually protect your data on our security page.

Your security is always our top priority. We deeply appreciate your trust in us.

Aug 16, 2024
5 mins

Plivo Renews HIPAA Compliance to Support Healthcare Customers

Plivo can sign a HIPAA business associate agreement (BAA) for customers who sign up for an enterprise package.

Compliance
Healthcare
Security

We’re pleased to announce that Plivo has renewed its HIPAA compliance for 2024, reaffirming our commitment to security for healthcare customers. Our latest SOC 2 Type 2 audit report also covers HIPAA compliance.

The Health Insurance Portability and Accountability Act (HIPAA) and the Health Information Technology for Economic and Clinical Health Act (HITECH) protect the privacy and security of patients' medical information, known as protected health information (PHI). Healthcare organizations in the US must follow HIPAA's Privacy and Security Rules for handling PHI and must work with business associates that also protect PHI.

At Plivo, we understand the importance of securing PHI. For eligible customers, Plivo can sign a HIPAA business associate agreement (BAA) as part of our Enterprise package. The BAA contractually obligates us to properly safeguard PHI in alignment with HIPAA standards.

Our Commitment to Security

Plivo implements various data security controls, including:

  • Encryption: Data in transit and at rest is encrypted using strong protocols like AES-256.
  • Access controls: Strict access controls and personnel policies protect systems handling PHI.
  • Data redaction: PHI details are redacted from logs and audits.
  • Independent verification: Independent third-party auditors routinely verify our HIPAA compliance controls.

Security is a Shared Responsibility

However, HIPAA compliance is a shared responsibility between Plivo and our customers. While we provide the compliant platform and infrastructure, customers must also use Plivo in a way that follows HIPAA guidelines, including:

  • Securing their Plivo account credentials
  • Ensuring PHI is only accessed in secure environments
  • Making sure their application instructions to Plivo align with HIPAA rules

For healthcare organizations that need to comply with HIPAA and HITECH, Plivo provides the capabilities and assurances to securely build communication workflows. Contact our sales team to learn more about HIPAA compliance with Plivo.

Aug 7, 2024
5 mins

eCommerce SMS Marketing: Top 7 Strategies, Tools & Best Practices

Get started with your SMS marketing journey with seven handy strategies, best practices, and a list of best tools in the market.

SMS Marketing

With an open rate of 95%, SMS is emerging as an effective marketing channel. Amidst pushy ads on every YouTube click, interrupting video ads on Instagram, and lengthy emails, customers are now more receptive to quick SMS communications. 

As the latest data suggests, 50% of consumers purchase a product because of a brand message they received via text or WhatsApp. SMS as a channel has a direct impact on revenue when utilized correctly. 

But how do you implement SMS marketing that brings maximum results? In this post, we will explore detailed steps, tips, strategies, and best practices. 

What is SMS Marketing for eCommerce? 

Before diving into the strategies, let's first understand what SMS marketing is for eCommerce businesses. 

SMS marketing for eCommerce is using text messages to communicate with customers, promote products, and build long-term brand loyalty. 

These messages could include promotions, order updates, complaint status, feedback, etc. It can cover the entire customer journey, from sign-up, promotions, purchases, repeat orders, and trying to win back a lost customer.  

5 Reasons to Use SMS as a Marketing Tool for eCommerce

The top five reasons to invest in SMS marketing are as follows:

1. Preferred channel of consumers

A new study reveals that 75% of U.S. consumers make purchases due to SMS messages from companies, and 60% expect to receive texts from brands at least weekly, highlighting the growing importance of SMS marketing.

In fact, consumers aged 25 to 54 prefer to communicate with brands via SMS over email. Based on evolving consumer preferences, investing in SMS marketing is definitely a wise choice. 

2. Fast communication

56% of people check email less than three times a day. On the other hand, people check their phones as much as 144 times a day. This behavior makes SMS a much faster and more intimate way to reach consumers.

3. Easy personalization

You can easily personalize SMS campaigns. It's also easy to segment users and run campaigns based on their demographics and order history. 

For instance, you can offer first-time coupons to new users, launch deals based on regional festivals, and give exclusive discounts to customers who have not ordered for a long time. 

4. Effective for mobile commerce

Consumers check phones frequently, so SMS campaigns are perfect for flash deals and limited-time offers for mobile commerce. You can easily use SMS for all the major functions of mobile commerce, such as: 

  • Order updates
  • Promotions
  • Feedback collection
  • Loyalty programs

5. Suitable for customer service

SMS is more than just a marketing channel. Considering its quintessential nature of short and real-time communication, it is highly effective for customer service. 

You can build SMS workflows to keep consumers updated on orders, refunds, returns, complaints, etc. SMS also allows two-way communication, so consumers can reply to messages for any follow-up action or feedback if required. 
How to Start Using SMS Marketing for eCommerce

If you want to start implementing SMS marketing for your eCommerce business, here are five steps to begin: 

1. Define your goals and budget

Before starting with SMS marketing, assess your requirements. A few parameters to check are:

  • Number of users you expect to reach out to (Current and how much it can grow)
  • In which geography your customers are based out, and you will be sending messages in that region
  • Number of messages you estimate to send per month
  • Budget for SMS marketing

It's not possible to set these parameters in stone in the beginning. Still, having some general idea or ballpark estimates will help you choose the right SMS marketing platform.  

2. Choose an SMS marketing platform

The next step is to choose an SMS marketing platform. 

SMS marketing software is a technology platform used to run automated SMS campaigns. Common features of SMS marketing platforms are:

  • Maintaining SMS list
  • Sending campaigns
  • Conducting automated analysis of campaigns or tracking KPIs related to SMS
  • Enabling two-way messaging to get replies

Key factors to check in an SMS marketing software are:

  1. Does the pricing fit your budget, considering the number of consumers, expected size of campaigns, and target geography? 
  2.  Is the software easy to use and has detailed documentation for initial implementation?
  3. Does the software divide consumers into meaningful segments to run personalized campaigns? 
  4. Can the software be integrated with your current tech stack?
  5. Does the software company have an easily accessible customer support team?
  6. Does the software have any dashboards to track all the critical KPIs?

You can check these factors to finalize an SMS marketing software. You'll also get a list of top SMS marketing software towards the end of this post. 

3. Grow your SMS list

After finalizing the SMS marketing software, you can now get your SMS list ready. For this, you can either persuade existing customers to join your SMS list or attract new users. A few strategies to grow the SMS list are:

  • Offer discounts or coupons to incentivize users to join the SMS list
  • Convert your existing email subscribers by sending out a campaign. You can also offer a discount in return for getting added to SMS lists
  • Promote your SMS marketing list on social media (Youtube, Insta) in return for offers/exclusive deals/early access to products
  • Add a sign-up form for the SMS list to your website
  • Hold contests or giveaways that require participants to opt-in to your SMS list as part of the entry process

4. Design your first campaign

Once you have a full-blown SMS list, it's time to design your first campaign. It could be a welcome message, promotion, flash deal, etc. 

Tip: SMS marketing platforms provide ample templates. You can make use of any existing templates to design your first campaign. 

5. Assess and refine your campaigns

Success in SMS marketing (or any type of marketing) is all about continuously evolving. After rolling out campaigns, keep assessing how it's performing.

SMS marketing platforms provide dashboards that capture meaningful KPIs like SMS deliverability, click-through rate, etc. You can assess current campaigns and optimize future ones by tracking these KPIs.

7 SMS Marketing Strategies for eCommerce (With Examples)

1. Flash sales or limited-time offers

Flash sales are offers on products, usually lasting a few hours or days. It creates a sense of urgency in consumers, resulting in impulse buying. Also, it could be a good source of revenue generation in a short span of time. 

Example: Beyond the big end-of-season sales or festive offers, Amazon launches flash deals like summer offers, lasting only four hours. 

Amazon summer flash sale | Source: Author

Ferns N Petals, a top gifting brand, ran Mother's Day deals for its customers. 

Ferns N Petals Mother's Day Campaign | Source: Author

2. Cart abandonment reminders

Customers often leave products added to their carts, either because they have second thoughts or think that they will check them later. You can send a cart abandonment reminder to win back these lost customers. It could be a simple nudge or offers (like free shipping or discounts) to encourage customers to complete the purchase.  

Example: FirstCry, an online retailer, sends a cart abandonment reminder with a coupon code for a 10% discount for completing the order.

FirstCry cart abandonment reminder | Source: Author

  

3. Order-fulfillment flow

What customers actually want to hear is their order status. 

Is it shipped?

Is it delayed?

Proactive communication on order status leaves a good impression on consumers. It shows that they trust their money with the right brand. To win this trust, you can design an SMS campaign for the entire order fulfillment flow.

You can design automated SMS workflows for all the below major stages of order fulfillment:

  • Order confirmation
  • Order shipping
  • Order delivery updates
  • Order feedback post-delivery

Example: Ajio, a fashion and lifestyle brand, keeps its customers posted on entire order progress via SMS.

Ajio Order updates | Source: Author

4. Cross-sell and upsell

After a successful order, you can use SMS to upsell related to customers. It's important to understand the right time to send these messages. 

When the product just got delivered, and the customer hasn't even used it yet, your upsell message may sound pushy to get more money out of pocket. Design upsell or cross-sell campaigns to send out SMS, possibly a few days after consumers make a purchase. 

Example: PharmEasy, an online pharmacy brand, offers discounts on medical tests to customers who buy medicines via them. It's a relevant service for consumers and they can avail the offer for any follow-up tests. 

PharmEasy offers | Source: Author

5. Holiday deals

You can use SMS to launch promotions around holidays like Christmas, New Year, Thanksgiving, Summer, etc. These are themed promotions around holidays offering products relevant to holidays. Holidays are good opportunities to reach consumers as they are generally in a mood to indulge and purchase around that time. 

Example: Pantaloons, a fashion retailer brand, ran summer holiday promotions. They promoted summer wear, perfect for a beach vacation, at a steal deal.  

Pantaloons summer offers | Source: Author

6. Personalized offers

SMS marketing also facilitates easy personalization. You can segment customers based on location, order history, etc. And then give them personalized offers based on these details. 

Example: Myntra, a fashion eCommerce brand, gives exclusive offers to customers who haven't shopped in a while. 

Myntra win-back campaign summer offers | Source: Author

7. Loyalty programs

Loyalty programs are a great way to retain existing customers and encourage repeat purchases. Usually, loyalty programs offer perks like:

  • Priority access to products
  • Perks/coupons for select products
  • Free shipping
  • Redeemable points on every purchase

How do you keep the customer posted on loyalty programs? SMS. You can send SMS to customers on their points, new launches, offers, etc.

Example: Myntra also offers loyalty programs to its customers. Loyal consumers receive SMS notifications about new launches and offers. 

Myntra Insider Program | Source: Author

7 Best Practices for Effective SMS Marketing for eCommerce Businesses

1. Keep up with the character limit

Keep your message crisp, considering the 160-character limit and the nature of the SMS. Consumers want to take a quick look at it. So, a short and crisp message garners more attention.

2. Use simple language

Keep the text as simple as possible so the reader doesn't have to re-read it (which they won't). Maintain a conversational tone to avoid losing the reader. 

3. Send messages at the right time

You don't want to be blocked by sending an SMS at 2 AM in the night. Identify the right time to send a message based on the receiver's time zone. 

The Telephone Consumer Protection Act allows marketers to send marketing messages in the US only between 8:00 AM and 9:00 PM local time. You can also check around which time you have a maximum click-through rate. 

Tip: Plivo CX offers intuitive AI support to help you identify the right time to send messages.

4. Keep a clear call-to-action

Add a simple and clear call-to-action stating what action you expect from a consumer. For example, ‘Buy now’ and ‘Check here’ etc. 

5. Add an opt-out option

Include an opt-out option at the end of every message to avoid being reported as spam.

96% of consumers have felt annoyed at least occasionally by SMS marketing messages at some point in time. Also, 56% of respondents have reduced or stopped purchasing from a brand if they found their SMS annoying.

Sending SMS to consumers who don't want to receive them can directly hamper your business. 

6. Ensure compliance

Check for data, consumer, and privacy laws specific to your target country. Follow all the laws to avoid getting in hot waters with authority. 

DoorDash, a San Francisco-based company, got in trouble with Australian authorities. They were hit by a $2 million fine for large-scale bulk messaging and crossing the spam limit as per local laws.  

7. Maintain consistent brand messaging

When you add a new channel to your marketing ecosystem, it represents your brand. SMS does have limitations due to its character limit, but the messages should still reflect your brand image. 

Maintain a consistent brand voice across channels, including the newly launched SMS channel.

4 Best Tools to Automate SMS Marketing for eCommerce

Here are the four top SMS marketing platforms for eCommerce businesses: 

1. Plivo CX Engage

Plivo CX Engage is an omnichannel customer engagement platform that combines marketing and customer support. It allows you to run SMS, MMS, Email, and WhatsApp campaigns. The platform also offers OpenAI-powered chat.

  • Launch targeted SMS campaigns: Craft personalized messages and reach the right audience segments for maximum impact
  • Effortless WhatsApp marketing: Expand your reach with outbound WhatsApp campaigns, engaging customers on their preferred platform
  • Unified CX platform: Seamlessly transition from marketing to customer service, providing a holistic experience for your customers
  • Unrivaled reliability: Leverage Plivo's owned messaging network for guaranteed message delivery and exceptional reliability
  • Global reach: Expand your brand's presence worldwide with Plivo's extensive global coverage

Moreover, Plivo CX Engage facilitates customer engagement with features like scheduled sending, a visual message composer, and OpenAI-powered copywriting assistance. You can also easily segment audiences using tags, ensure compliance with opt-out management and launch targeted campaigns to maximize ROI. Thus, you can confidently deliver personalized experiences while maintaining data security and privacy.

Features:

✅SMS campaigns

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅GDPR compliant

✅CCPA compliant

Pricing:

With Plivo CX (Engage), you get all the features you need for effective SMS marketing at a price that fits your business.

  • Free plan: Get started with 300 SMS messages per month, perfect for testing and smaller campaigns
  • Paid plans from $19/month: Scale your marketing efforts with plans offering 1500+ SMS messages per month
  • Full-featured across all plans: Access all powerful Plivo CX Engage features, regardless of your chosen plan
  • Flexible pricing: Choose the plan that aligns with your SMS volume needs and budget

Pros:

  • Supports both marketing and customer functions
  • Brings entire customer data into one platform
  • Affordable pricing
  • High deliverability rate as Plivo has its messaging network

Cons:

  • Currently works for Shopify eCommerce brands only

2. Omnisend

Omnisend is an omnichannel marketing automation platform for eCommerce businesses. It is a marketing automation solution supporting SMS, WhatsApp, push notifications, segmentation, and dynamic Facebook and Google ad integrations.

Features:

✅SMS campaigns

✅Email campaigns

✅Push notifications

✅Facebook ads

✅Google ads

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅TCPA compliant

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Free: $0/month - Perfect for trying out the platform.
  • Standard: Starts at $16/month - Ideal for growing businesses focused on email
  • Pro: Starts at $59/month - Best for high-volume senders using email and SMS

Pros:

  • Excellent customer support
  • Fully integrated with all major eCommerce platforms. No third-party connectors required
  • Easy to use

Cons:

  • Omnisend's reliance on a third-party SMS provider means they have no control over message delivery, geographic reach, or deliverability optimization, leaving customers with no accountability for ensuring successful text message campaigns
  • Limited pre-defined templates
  • Slight learning curve

3. Klaviyo

Klaviyo is a popular marketing automation platform working with leading eCommerce businesses. It stands out for its advanced features, such as smart segmentation, omnichannel support, 250+ integrations, and more.

Features

✅SMS campaigns

✅Email campaigns

✅Push notifications

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Free: $0/month - For trying out the platform with up to 500 contacts and 500 email sends per month.
  • Email: Starts at $45/month - For businesses focused on email marketing, with tiered pricing based on the number of active profiles and email sends.
  • Email & SMS: Starts at $60/month - For businesses using both email and SMS, with tiered pricing based on the number of active profiles and email sends, plus additional costs for SMS/MMS credits.

Pros:

  • Extensive features and integrations 

Cons:

  • Implementing these advanced features requires the expertise of an agency
  • Expensive for small and mid-size companies
  • Users often complain of slowness in the platform

4. Sendlane

Sendlane is a unified marketing platform supporting email, SMS, reviews, and forms. It offers advanced features such as automation workflows, behavioral tracking, real-time analytics, and deep-data integration. 

Features

✅SMS campaigns

✅Email campaigns

✅Reviews

✅Forms

✅API support

✅Pre-defined templates

✅AI support

✅Integrations

✅Reporting

✅Real-time analytics

✅GDPR compliant

✅CCPA compliant

Pricing:

  • Pricing: Starts at $0.00615 per SMS credit (includes estimated carrier fees of $0.00285)
  • Minimum Purchase: 2,500 SMS credits (recommended for up to 1,250 contacts)

Add-Ons:

  • Additional SMS Credits: Available in various packages (250 credits for $6.25, 500 credits for $11, etc.)
  • Monthly Activation Fee: $10 for phone number and module activation

Pros:

  • Excellent customer support
  • Good email deliverability

Cons:

  • Expensive for small and mid-size companies

Kick-start Your SMS Journey With Plivo CX Engage

With API support, AI features, ample integrations, reporting, and pre-defined templates, Plivo CX Engage has all the must-have features to kick-start your SMS journey. The best part is that it is also an affordable solution. You can send a text message in the US for as little as $0.0095

Beyond marketing, you can also use Plivo for customer support. Get in touch with our team to design the most cost-effective SMS campaigns.

Schedule a demo today!

Aug 7, 2024
5 mins

How to Automate Customer Engagement to Increase Operational Efficiency and Revenue

Discover how automating customer engagement can boost your operational efficiency and drive revenue growth. Learn effective strategies and tools to streamline interactions and enhance customer satisfaction.

e-commerce Marketing

A recent Twilio report highlights how 81% of businesses believe they understand their customers, but only 46% of customers agree that businesses truly grasp their needs. The reasons for this gap are:

  • Poor data analysis: Businesses are unable to draw actionable insights from customer data flowing in from various sources. Thus, they operate on assumptions about customer needs.
  • Multiple channels: Customers interact with brands via channels like social media, email, contact forms on websites, live chats, etc. Businesses fail to maintain a consistent and personalized experience across these touchpoints.
  • Lack of personalization: Brands focus on tracking metrics like open rates and click-through rates, but forget about true customer engagement. Generic messages sent at random intervals fail to resonate with customers.

Customer engagement automation software can solve these problems and enable brands to drive greater sales by engaging existing customers consistently. 

In this blog post, we’ll explore how to automate customer engagement using such software.

What is Customer Engagement Automation?

Customer engagement automation is the strategic use of technology to streamline repetitive tasks and personalize interactions throughout the customer journey. 

By automating targeted messages and interactions at key touchpoints, businesses can deliver exceptional customer experiences that nurture loyalty and drive growth.

Why is Customer Engagement Automation Important?

It is no longer enough to manually update customer information and send communications. Customer engagement automation is required because of the following reasons:

  • Customer journeys are not linear: Customers interact with brands through multiple channels—website to social media to email—seeking information and support. Omnichannel engagement enables brands to anticipate all possible routes and set up interactions based on behavior.
  • Conversations require context: Automation allows brands to tailor messages based on customer behavior, purchase history, and preferences, making interactions more relevant and impactful.

11 Ways to Automate Customer Engagement 

Try out these 11 practical strategies to automate customer engagement:

  1. Greet new users with automated welcome screens
    If users are greeted with a blank screen upon logging in for the first time, it adds friction to the process of them engaging with its features. Automated welcome screens introduce your product's core features and functionalities, guide users through the initial setup process, and offer helpful resources for a smooth onboarding experience.
  1. Use predefined onboarding checklists
    Build a personalized onboarding checklist using customer data pulled from a welcome survey. Based on the user’s job to be done, such checklists can nudge them to activate their accounts, set up preferences, or explore key features. This ensures that users experience the value of the product as quickly as possible.
  1. Offer contextual tooltips
    Users may only engage with a few features, even if they’re paying for more.  Integrate contextual tooltips and hints within the app to introduce other key features at relevant points so that users adopt them.
  1. Use interactive walkthroughs
    Interactive walkthroughs are an engaging way to guide users through specific workflows or highlight key product functionalities depending on their specific needs. They provide step-by-step guidance and minimize the learning curve.
  1. Introduce new features and encourage customers to adopt them
    Users can easily miss new features unless you find a way to point them toward it. Utilize automated email campaigns to announce new features, highlighting their benefits and offering in-app prompts or video tutorials for further exploration.
  1. Use AI-generated video tutorials
    Consider creating AI-powered video tutorials to walk users through specific tasks or product functionalities, providing an engaging and personalized learning experience.
  1. Reward loyal users
    Automate loyalty programs that reward customers for continued engagement. This could involve offering exclusive discounts, early access to new features, or personalized recommendations based on their usage patterns.
  1. Offer on-demand self-service support
    Empower your customers to find answers by setting up a comprehensive resource center with automated search functionality. Integrate knowledge base articles, FAQs, and troubleshooting guides within the app. Thus, users do not have to leave the app, scroll to find the support button, or hunt through help docs to get the answers they need.
  1. Launch automated surveys at customer touchpoints
    Set up automated surveys within the app to appear at key points in the customer journey, such as after onboarding completion or product usage milestones. This allows you to understand how users interact with your product and what causes churn.
  2.  Send emails to reactivate disengaged users
    Consider re-engaging dormant users by sending personalized emails based on user inactivity. These emails could offer helpful tips, showcase new features, or even incentivize re-engagement with limited-time offers.
  3. Offer contextual upsells
    Free trials are a great way to introduce your product, but converting them into paying customers requires a strategic approach. Implement automated in-app messages or email sequences that trigger near the end of the trial period. 

These messages should highlight the value proposition of your paid plans, address potential concerns, and offer clear calls-to-action for conversion.

Best Practices for Customer Engagement Automation 

Let's explore some best practices to automate customer engagement for higher ROI:

  • Personalization: Use customer data to personalize your communication. Address customers by name, recommend products based on their purchase history, and tailor content to their specific needs and interests. It enables you to build customer loyalty and trust.
  • Segmentation: Segment your audience based on demographics, interests, behavior, or purchase history. This allows you to create targeted campaigns that speak directly to specific customer segments, increasing engagement and conversion rates.
  • Iterations: Experiment with different approaches, A/B test subject lines, email copy, and calls-to-action. Track your results and refine your campaigns based on data to ensure you're delivering the most impactful interactions.
  • Measure and Analyze: Track key metrics associated with your automated campaigns, such as open rates, click-through rates, conversion rates, and customer satisfaction scores. Use these insights to measure effectiveness and ROI. 

How Plivo CX Enables Customer Engagement Automation

Plivo CX stands helps you automate customer engagement with the following features:

  • Omnichannel communication: Plivo CX allows you to reach your customers through emails, SMS, in-app messaging, and social media, ensuring a complete and consistent customer experience.
  • Create A Personized Marketing List: Our platform allows you to import real-time contact sync from Shopify store, Bigcommerce, Magneto and other eCommerce stores.

In just 1 click, capture data from Landing Pages, Opt-in forms and Event triggers on storefront via Plivo CX Engage API.

  • Drag-and-Drop Workflow Builder: Businesses can use Plivo CX Engage to create complex automation workflows visually, with ease. This user-friendly interface allows you to design targeted campaigns by segmenting audiences and tailoring interactions based on specific customer behaviors or triggers.
  • Powerful Analytics and Reporting: Measure the impact of your automation efforts with comprehensive reporting and analytics. Track key metrics like open rates, click-through rates, and conversion rates to identify successful strategies and optimize your campaigns for continuous improvement.
  • Seamless Integration with Existing Tools: Plivo CX integrates seamlessly with your existing CRM, marketing automation platform, and other essential business tools, streamlining workflows and centralizing customer data for a unified view.

Schedule a FREE demo today to personally experience the new age of customer engagement automation within a few clicks!

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