bitCRM

How to Create a New WhatsApp Campaign from Scratch

Use bitCRM's Campaign to retarget consumers automatically by blasting flash sale announcements, season greetings, and other marketing campaign-related messages in one click. 

To create a personalized marketing campaign, please set your customer segmentations first, by following these guide below.

How to Create a Customer Segment
How To Create Customer Segmentation And Track Message After A Broadcast

Once you have segmented the customers, follow these steps to create a personalized Whatsapp campaign:

Step 1: Go to Campaign dashboard.

  • Navigate to your bitCRM Campaign dashboard and click "Create new campaign".
Click "Create new campaign"

Step 2: Choose a channel.

  • Choose between "WhatsApp Business App" or "WhatsApp Cloud API".
Choose one of the WhatsApp icons

Step 3: Set up your campaign.

  • Enter "Campaign name" and choose "Campaign targets" from the dropdown, select the customer segment you have created and wished to send this campaign to.
Fill in "Campaign name" and choose "Campaign targets"

Step 4: Schedule message.

  • Click "Send immediately" or “Schedule send” by selecting the date and time.
Choose schedule message

Step 5: Message template or ticket option.

  • Click “search” for a “Message template" or you can see at How to Create a Message Template for Campaign to find out how to create it. Then optionally, assign the message as a ticket by clicking the checkbox "Convert message into a ticket" then click “Review”.
Click “search” and click checkbox (optional) then click "Review"

For further assistance, reach out to us at [email protected].

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