Running a WhatsApp campaign involves crafting engaging messages, managing contacts, and analyzing performance to foster meaningful connections and drive results.
Before getting started with the WhatsApp Campaign, please make sure you have completed the step-by-step process of integrating WhatsApp with Agentcis.
Not completed the setup? Go to this link: https://support.agentcis.com/en/articles/145-getting-started-with-whatsapp-in-agentcis
After WhatsApp is integrated into the system, you can follow the given steps to create and run a WhatsApp campaign:
Click on 'Campaign' from the left navigation bar.
2. Click on “WhatsApp” under Campaign.
3. You will land on the Whatsapp Dashboard Page.
4. Click on “Create New Campaign” to start the campaign.
5. Set up Campaign Information, Name, Category, and Phone Number in the Sender Information.
Then, Click on “Next”
6. You will land on the Design Templates Page.
a. You can create a new custom template or use the available template for the Whatsapp campaign.
b. If you want to create a new template, click on the “Create Template” and create your design.
Please go through this article to learn more about WhatsApp Templates: https://support.agentcis.com/en/articles/318-start-a-whatsapp-conversation-with-whatsapp-template
Note: When you create a new WhatsApp template, it will be submitted for approval to Meta. You will have to wait for Meta to approve the WhatsApp template to send or schedule your campaign.
OR, On the Templates Page, you can select the templates from the provided list by clicking on Use Template.
d. After clicking on Use Template, you will get a preview of the template. Click on Next.
Note: The contents of the approved template can not be edited. Approved and submitted for approval templates are shown on the templates listing page.
7. Now, Set Recipients for the Campaign. To select the recipients for the campaign, you first have to add a filter and the list of your contacts will appear based on the filter that you just applied. From there, you can select the recipients that you require.
8. After selecting the Recipients, click on Next. You will land on the Campaign Summary Page.
9. You can either send the campaign by clicking the Send Now tab or schedule the campaign for the future by clicking the Schedule tab or you can Draft the Campaign by clicking the Save Draft tab
Analytics help you to understand how your campaign has performed. A brief insight into the number of recipients, open and click rate, delivered, hard bounces, and soft bounces from the campaign list. You can also filter according to the status of the campaign.
Furthermore, You can view the in-depth Analytics by clicking the view reports button on the right side of the campaign list.
Under Report
Overall Statistics
The overall statistics give a glimpse of all the metrics of the email campaign. Here, You can also filter the statistics by picking the date range.
Delivery Log
View the delivery log of the whatsapp campaign by clicking on the delivery log tab.
Here you also have the option to retry all failed deliveries
Templates
View the template used in the campaign by clicking on the Template tab.
