Follow these steps to create a WhatsApp message campaign:
- Log in to the CRM.
- Click the main Menu.
- Go to Marketing > Others.
- Select Messaging Campaign. The messaging campaign module opens.
- Click +Create Messaging Campaign. A creating message campaign window opens.
- Enter or select the following information in the Marketing Campaign Name section:
- Campaign Name: Enter a name for the messaging campaign.
- Assigned To: Select the user to whom you want to assign the campaign.
- Channel: Select WhatsApp as the channel to send your message campaign.
- Enter or select the following information in the Marketing List section:
- Select Marketing List: Choose the marketing list to which you want to send the message campaign.
Or
Create Marketing List: Create a new marketing list if you want to send the campaign to a different group.
- Enter or select the following information in the Message section:
- WhatsApp Provider: Select the WhatsApp provider to send the message campaign.
- Template: Choose the template to design the message campaign.
- Message: Enter the content of the message for the campaign.
- Click Test to verify if the message campaign is delivered successfully before the final send-out.
- Upon clicking Test, a pop-up appears prompting you to enter the recipient’s number to test the delivery of the message campaign.
- Note: The recipient number is required only when sending a test message campaign.
- Click Send Now to send the message campaign immediately.
- To schedule the campaign for a later time, click the drop-down menu, select the desired date, and choose Schedule Later.
Once the campaign is sent, you will receive a notification confirming the successful delivery of your WhatsApp message campaign.