Step-by-Step Guide

App Work Flow

The diagram below outlines the workflow for using PCG MS. To understand the flow, let's take campaigns as an example:
To use the campaign feature, you must have successfully created at least one template and one phonebook. Creating a phonebook requires a PCG MS account. However, creating a template requires connecting to Meta, which also necessitates having a PCG MS account.

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Work Flow of PCG MS

Flow Example:

Consider two businesses, A and B, interested in using PCG MS. After successfully registering, Business B begins inputting its leads' data into several phonebooks targeted at different audiences or markets. One of these phonebooks is named "Summer Leads". B's Product Photography department also adds images to the gallery for future use.

Meanwhile, Business B, familiar with Meta's Commerce policy and WhatsApp business standards, completes the Meta connection process smoothly within minutes. In contrast, Business A takes much longer and requires assistance from the PCG MS team, a process that might exceed 24 hours due to necessary actions and modifications.

Once set-up is complete, Business B's marketing department creates a marketing template message for its upcoming summer sale. After Meta approves the message, it is launched in a campaign targeting all leads in the "Summer Leads" phonebook. The department also creates a catalog, populates it with products with images from the gallery, and assigns it to the WhatsApp account. Leads start reacting and replying to the marketing message, initiating conversations that enable B's customer service and sales departments to chat with customers within a 24-hour window using more diverse message types than the standard WhatsApp apps.

Potential customers, or leads, become actual customers when they start placing orders from the catalog. The Sales department then fills in the order details, processes the orders, and manages them from the orders dashboard.