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📢 Message Campaigns

Send proactive messages to your customers in a segmented and personalized way.

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📋 What are Campaigns?

Campaigns allow sending messages to multiple contacts simultaneously:
  • 📧 Newsletters: News and updates
  • 🎉 Promotions: Special offers
  • 📣 Announcements: New products/services
  • 🎂 Special dates: Birthdays, etc.
  • 🔔 Reminders: Renewals, appointments

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✨ Features

Segmentation

Send to specific audience

Personalization

Use variables in text

Scheduling

Schedule future sends

Metrics

Track open rates

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🚀 Create Campaign

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Step 1: New Campaign

  1. Go to “Campaigns” → “New Campaign”
  2. Choose type:
    • One-time: Single send
    • Recurring: Scheduled sends

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Step 2: Configure Audience

Segment by:
  • ✅ Labels: VIP Customers, Cold Leads
  • ✅ Inbox: Only WhatsApp, only Email
  • ✅ Attributes: Premium Plan, South Region
  • ✅ Behavior: Last purchase > 30 days
  • ✅ Status: Active, Inactive
Example:

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Step 3: Create Message

Personalize with variables:
Available variables:
  • {{name}} - Contact name
  • {{email}} - Email
  • {{company}} - Contact’s company name
  • {{agent}} - Last agent name
  • Custom: Any custom attribute

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Step 4: Add Media (Optional)

  • 🖼️ Image: Promotional banner
  • 🎥 Video: Product demo
  • 📄 PDF: Catalog, ebook

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Step 5: Schedule

Options:
  • Send now: Immediately
  • Schedule: Specific date and time
  • Best time: AI chooses best moment
Example:

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Step 6: Review and Send

Final checklist:
  • ✅ Correct audience?
  • ✅ Text without errors?
  • ✅ Links working?
  • ✅ Variables configured?
  • ✅ Appropriate time?
Click “Send Campaign”

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📊 Track Results

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Campaign Metrics

After sending, see: Delivery Rate:
Open Rate:
Response Rate:
Conversion Rate:
ROI Calculation:

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💡 Best Practices

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Timing

✅ Business hours: 9am-6pm on weekdays
✅ Avoid late night: Respect customer sleep
✅ Test days: Tuesday and Thursday usually have better rates

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Frequency

✅ No spam: Maximum 2-3 campaigns/month per contact
✅ Respect opt-out: Who asked to leave, don’t send
✅ Segment well: Relevance > Volume

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Content

✅ Be direct: Clear objective in 2-3 lines
✅ Strong call to action: “Buy now”, “Download free”
✅ Urgency: “Last units”, “Valid until…”
✅ Personalization: Use name and context

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🚀 Next Steps

Automations

Automate trigger-based campaigns

Reports

Analyze campaign performance