Create a process for sending messages (use case)

July 15, 2025 — 1 min read

Create a process for sending messages (use case)

Create a process for sending messages (use case)

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CRM for Banks
Use Case Demos

Written by

Björn Hólmþórsson

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In this short demo, we walk you through how to set up an automated email process using CRM for Banks, designed to help banks streamline communication through configurable and fully automated workflows.

Summary

See how CRM for Banks enables administrators to automate client messaging with dynamic templates, data-driven workflows, and full process visibility.

See how administrators can create multilingual message templates using the message template editor, complete with placeholders and linked data sources for personalized content. These templates can be reused across different processes and client journeys.

You’ll learn how to configure a fully automated email process using the process editor. Each step in the process can be connected, customized, and enriched with parameters like entity ID and entity type to ensure the message is delivered to the right client at the right moment. A technical activity also ensures that the communication appears in the client’s 360-degree overview.