Lesson 2: The right brochure for the right budget

SRSkyline RealtyLesson 2 of 6 · 10 min

Goal: Premium buyers get the premium project; everyone else gets the right one too.

Portal leadCRM leadbudget < ₹1 Cr → Skyline Heightsbudget ≥ ₹1 Cr → Skyline Crest

You'll learnNumber conditionsMedia messages

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The situation

A buyer with a ₹2 crore budget got the brochure for our ₹80 lakh 2 BHK project and never replied. Someone with ₹70 lakh got the penthouse brochure and thought we weren’t serious. The first message has to fit the budget.

Pooja, Sales agent · Skyline Realty

Build it

Starting from Lesson 1’s workflow:

1. Click + to the right of the Create lead step to add a second path, and choose Auto Appy WhatsApp → Send media message. Set it up with the Skyline Crest (premium) brochure.
2. Double-click the line into the first WhatsApp step (Skyline Heights). Add condition, Map → Budget, operator (Number) Less than, compare with 10000000. Save conditions.
3. Double-click the line into the second WhatsApp step. Map → Budget, operator (Number) Greater than, compare with 9999999. Save conditions.

autoappy.com/workflows/…Sample data

Number operators compare amounts, not text.

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autoappy.com/workflows/…Sample data

Every lead gets exactly one brochure, picked by budget.

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Why “Number”, not “Text”

As text, "9500000" comes after "10000000" because 9 > 1. As numbers, 95 lakh is less than 1 crore. Always use the (Number) operators for amounts, and make sure the budget arrives as plain digits.

Clean budgets before comparing

Portals often send budgets like ₹95 L or 1.2 Cr. Ask for plain rupees in the lead push, and make your own forms send digits only (a dropdown of ranges works well). A budget that isn’t a number matches neither path, so give those leads their own path (see the exercise).

Media messages

Send media message sends a document, image or video by link:

Field	Skyline’s value
Media type	document
Public HTTPS media URL	the PDF’s public link (for example from Google Drive set to “Anyone with the link”, or the website)
Document filename	Skyline-Crest-brochure.pdf
Caption	Hi {{workflow.name}}, here's Skyline Crest, a 3 BHK in your range.

Media messages are free-form, so WhatsApp only delivers them inside the 24-hour window. For a lead who hasn’t messaged you, send an approved template with a document header instead.

✍️Try it yourself

1. Add a third path for buyers with an empty budget: send a template asking for their budget range.
2. Change the split to use bhk instead: (Text) Exactly matches 3 BHK gets Skyline Crest.
3. What happens to a lead with budget 1.2 Cr? Which path, if any, does it take?

What you learned

• Number conditionsGreater than and Less than compare amounts correctly.
• PathsMake the rules exclusive so each lead takes one path.
• Media messagesSend a PDF, image or video by public link.

Next: Book and remind site visits →

🎓 For trainers: how to teach this lesson

• Show the text-vs-number trap live: set the condition to (Text) and send a 95 lakh lead. It goes the wrong way. Switch to (Number).
• Ask: what other decision should the first message depend on? (Locality, possession date, ready-to-move.)