Message many customers at once on WhatsApp or email. One-time campaigns, recurring campaigns on a date every year, and drip campaigns that send a short series.
Campaigns send an approved WhatsApp or email template to many customers at once, for example a festival offer, a monsoon service reminder or an AMC renewal offer. Replies land in the Inbox like any other chat.
- Tabs: switch between Campaigns, Recurring campaigns and Drip campaigns. A tab only shows if your plan includes it.
- Stat tiles: Total, Scheduled, Completed, Failed and Cancelled. Each tab has its own tiles.
- Search campaigns: find a campaign by name, or a recipient by their WhatsApp @username.
- All channels: show only WhatsApp or only Email campaigns.
- New Campaign: pick the kind of campaign to create. Each option shows how much of your plan you’ve used, for example 0 of 50 used.
The three kinds of campaign
Section titled “The three kinds of campaign”| Kind | What it does | Use it for |
|---|---|---|
| Campaign | Sends one template to a list, tag or segment, now or at a time you choose. Can retry failed messages. | A Diwali offer, a price change, a service camp in one area |
| Recurring campaign | Sends every year on each contact’s date, such as their birthday or the day their system was installed. | Birthday wishes, installation anniversaries, a yearly service reminder |
| Drip campaign | Sends 2 to 6 messages to each contact, spaced over hours or days, after something brings them in. Stops when they reply. | Following up a new enquiry, nurturing a lead who hasn’t booked a visit |
Before you start
Section titled “Before you start”- Connect a channel. Until WhatsApp or email is connected, the new campaign page says No channel is ready to send a campaign on yet. See WhatsApp number.
- Have an approved template. WhatsApp only lets a business start a conversation with a template Meta has approved. See Templates.
- Only message people who agreed. Send campaigns to contacts who opted in to WhatsApp.
Good to know
Section titled “Good to know”- Replies go to the Inbox and open a fresh 24-hour reply window for that customer.
- Plan limits: the New Campaign menu shows how many campaigns your plan allows. When you reach the limit, that option is greyed out with the reason.
- Who can do what: creating, editing and deleting campaigns follow your role’s permissions. See Roles and permissions.
What’s next?
Section titled “What’s next?”Related articles
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