The WhatsApp Business App campaign tool in bitCRM lets you send a Meta-approved message template to a customer segment, on your schedule. You can also convert replies into a customer service Ticket. Here’s how to create and send a campaign.
To create a personalized marketing campaign, please set your customer segmentations first, by following these guides below:
• How to Create a Customer Segment.
• How To Create Customer Segmentation And Track Message After A Broadcast.
You’ll also need an approved message template for WhatsApp Business App. If you don’t have one yet, see How to Create a Message Template Campaign for WhatsApp Cloud API — the same template builder is used for both channels; choose WhatsApp Business App as the channel when you create the template.
Once you have segmented the customers and have an approved template, follow these steps to create a WhatsApp Business App campaign.
Step 1: Go to Campaign Dashboard.
- Navigate to your bitCRM Campaign dashboard and click “Create new campaign.”
- Click “Create new campaign”
Step 2: Select a Channel.
- Click WhatsApp Business App — for small businesses that want to keep using their mobile app with basic automations.
- Click “WhatsApp Business App”
Step 3: Fill in your Campaign details.
- Enter a Campaign name.
- Under Send to, choose your customer segment. Read How to Create a Customer Segment for the details.
- Enter your Campaign name and choose your customer segment
Step 4: Schedule your Campaign.
- Choose Send immediately or Schedule send. If you schedule, select a date and time.
Step 5: Choose your Message template.
- Under Message template, select an approved template from the dropdown. Only Meta-approved templates appear here.
- If you don’t have a template yet, click Create new template to open the template builder.
- If your template includes variables (shown as
{{1}},{{2}}, and so on), map each one to a dynamic field in the Variable dropdown. Read How to Use Dynamic Variables in Automation Messages for details. - If your template includes a voucher code, the voucher fields appear automatically — fill them in.
Media such as images, videos, or documents are part of the message template, not the campaign. Add media when you create the template — see How to Create a Message Template Campaign for WhatsApp Cloud API — not in this step.
Step 6: Optional — convert replies into a Ticket.
- Turn on Convert to ticket to automatically create a support Ticket when a customer replies, and assign it to a ticket category or agent.
Step 7: Review and send.
- Click Review to open the review checklist. Confirm your Campaign name, customer segmentation, schedule (if scheduled), and estimated cost.
- Click Send campaign to send immediately, or Save message to confirm a scheduled send.
- You can also click Save as draft to save your progress without sending, or Discard to cancel.