Campaign

v1

Campaign Builder Guide

The Campaign Builder enables you to create and manage marketing campaigns that deliver personalized WhatsApp push notifications using predefined segments and templates. Follow these steps to build and launch successful campaigns.

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Campaign Page

1. Building a Campaign

Step 1: Access the Campaign Builder

• Navigate to the Campaign Builder section in your dashboard.

• Click "Create Campaign" to get started.

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Create Campaign Page

2. Enter Campaign Details

Step 2: Enter Campaign Name

• Provide a descriptive name for your campaign.

• This name will help you identify and manage it later.

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Select Audience

3. Select Audience or Segments

Step 1: Choose Your Audience

• Select user segments to target, such as groups based on demographics, behavior, or interests.

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Select a Template

4. Select Templates

Step 1: Choose a WhatsApp Template

• Pick a template from your existing library.

• Templates can include:

  • Text

  • Images

  • Videos

  • Documents

  • Dynamic buttons

Step 2: Review Template Content

• Ensure the selected template aligns with your campaign’s objectives and audience.

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Personalization

5. Personalization

Step 1: Personalize Template Content

• Customize the message with dynamic elements using attributes set in the Profile Properties menu. Attributes may include:

  • {firstName}

  • {lastName}

  • {discountAmount}, etc.

Personalization Options:

1. Value-Based Personalization

   • The value inserted corresponds to user data defined in their profile properties.

   • Example: For the attribute {firstName}, if the user’s name is "John," the message will display "John."

2. Default or Fallback Values

   • If a user attribute is missing, you can set a default value to avoid gaps.

   • Example: For {firstName}:

     • If the attribute exists: "Hi, John!"

     • If the attribute is missing: "Hi, there!" (default value: "there").

   • You can either choose to set a default or leave it blank to rely on a system-wide default value.

3. Dynamic Elements

   • Images: Add relevant visuals tailored to the audience.

   • Videos: Embed videos for added engagement.

   • Documents: Attach files such as brochures or guides.

   • Location: Include addresses if necessary.

   • Dynamic Buttons: Add call-to-action buttons (e.g., "Visit Our Website," "Copy Code").

Step 2: Preview Personalization

• Review the personalized content to ensure the values and fallback settings are applied correctly.

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Summary and Test Send

6. Summary and Test Send

Step 1: Review Campaign Summary

• Verify all campaign details, including:

  • Campaign name

  • Audience

  • Template

  • Personalization

Step 2: Send Test Message

• Send a test message to check if all elements (personalization, media, buttons) function as intended.

• Make necessary adjustments based on test results.

Step 3: Schedule or Send Now

• Choose one of the following:

  • Send Immediately: Deliver the campaign right away.

  • Schedule: Set a specific time for delivery.

• Confirm your choice to finalize the campaign.

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By following these steps, you can create and launch a WhatsApp message campaign that is personalized, targeted, and timely.