​
Overview

The Campaigns Feature is designed to help you create, manage, and execute multi-channel marketing campaigns efficiently. Whether you want to use Calls, WhatsApp, or SMS, this feature provides a streamlined process for reaching your audience effectively.

With this tool, you can automate outbound interactions, ensuring consistent messaging while saving time and enhancing productivity.

​
Key Benefits of the Campaigns Feature:

  • Time Efficiency: Streamline your workflows by automating outbound communication across multiple channels.
  • Consistency: Maintain uniform messaging across Calls, WhatsApp, and SMS for better engagement.
  • Enhanced Productivity: Focus on meaningful interactions by eliminating manual setup for each interaction.

​
How to Create a Campaign

Step 1: Access the Campaigns Feature

  1. Navigate to the Dashboard.

  2. Click on the Campaigns tab in the left navigation menu.

  3. Select Create Campaign to begin setting up your campaign.

Step 2: General Template Setup

In the “Create Campaign” pop-up, complete the required fields:

  • Conversation Channel: Choose the channel for your campaign: Call, WhatsApp, or SMS.
  • Campaign Name: Enter a name for your campaign.
  • Agent: Assign an agent responsible for executing the campaign.

Note: The fields required might vary depending on the selected channel.

Step 3: Configure Channel-Specific Details

For Calls:

  1. Select Call as the conversation channel.

  2. Fill in the following details:

  • Campaign Name: Enter a name for your outbound call campaign.

  • Agent: Assign the agent who will handle the calls.

  1. Click Next to proceed to the audience selection step.

​
For WhatsApp:

  1. Select WhatsApp as the conversation channel.

  2. Complete the following:

  • Campaign Name: Provide a name for your WhatsApp campaign.

  • Agent: Select the agent responsible for this campaign.

  • WhatsApp Template: Choose a pre-approved WhatsApp template for the campaign.

  1. Click Next to configure the audience and schedule.

​
For SMS:

  1. Select SMS as the conversation channel.

  2. Enter the following:

  • Campaign Name: Provide a title for your SMS campaign.

  • Agent: Assign an agent for sending SMS.

  1. Click Next to move to the next step.

​
Step 4: Select Audience

  1. Upload your audience data (e.g., a .CSV file).

  2. Map your data fields to campaign variables:

  • Name: Match the name column in your file.

  • Phone Number: Ensure the phone number column is mapped correctly.

Additional variables (e.g., customerName, aiName) can be mapped for WhatsApp templates.

  1. Verify the mappings to ensure accuracy.

  2. Click Next to proceed

​
Step 5: Schedule the Campaign

  1. Set the preferred date and time for the campaign.

  2. Review all configurations to ensure they align with your campaign goals.

  3. Click Send Campaign to activate your campaign.

​
Tips for a Successful Campaign

  • Prepare Your Audience Data: Ensure your audience data file is accurate and complete.

  • Use Approved Templates: For WhatsApp campaigns, only use pre-approved templates to avoid compliance issues.

  • **Test Before Launch: **Conduct a test run of your campaign to verify everything works as expected.

  • Monitor Campaign Performance: Use the analytics feature to track engagement and refine future campaigns.

Outbound callLead Qualification