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Campaign Manager

In this section, we will delve into the process of running SMS, Voice, or WhatsApp campaigns to effectively engage with your customers. You will gain a comprehensive understanding of how to set up and execute these campaigns, leveraging Floatbot's robust Campaign Manager to maximize your outreach and ensure seamless communication with your target audience.

Creating a Voice Campaign

To run a Voice campaign, follow these steps:

  1. Navigate to the Campaign Manager section in the dashboard.
  2. Click on the Add Campaign button.
  3. Select Phone as the campaign type to initiate a Voice campaign.
  4. Name your campaign for easy identification.
  5. Choose the appropriate Contact List from the dropdown menu. To know how to upload contact list - Click here
  6. Select the correct Integration that has been previously configured in your account. To know how to establish an integration with a number - Click here
  7. Click on the Next button to proceed.
  8. Schedule your campaign based on your requirements. You can choose to launch the campaign immediately or set a custom date range. Additionally, you can specify active days for the campaign and pause it on specific days as needed.

This flexibility allows you to tailor your campaign scheduling to align with your audience's availability and optimize engagement.

Creating a SMS Campaign

To run an SMS/Text campaign, follow these steps:

  1. Navigate to the Campaign Manager section in the dashboard.
  2. Click on the Add Campaign button.
  3. Select SMS or Text as the campaign type.
  4. Name your campaign to easily identify it.
  5. Choose the appropriate Contact List from the dropdown menu. To know how to upload contact list - Click here
  6. Select the relevant Integration configured in your account. To know how to establish an integration with a number - Click here
  7. Compose your message, ensuring it includes dynamic variables that match the corresponding headers in your contact list for personalized communication.
  8. Schedule your campaign based on your requirements. You can choose to run the campaign immediately or set a custom schedule, specifying start and end dates, as well as active days.

This process ensures efficient and personalized outreach to your target audience.

Creating a WhatsApp Campaign

Before we dive into the process of running a WhatsApp campaign, it’s important to first understand WhatsApp templates.

You may have noticed receiving promotional or advertisement messages from companies on WhatsApp. These messages are known as Templates. WhatsApp templates are pre-approved message formats that businesses can use to communicate with their customers. These templates must be created through the WhatsApp Business Manager and need to be approved by WhatsApp before they can be sent. Only after approval can these templates be used for messaging.

To learn more about the different types of campaigns and how to create WhatsApp templates, you can refer to the following link: WhatsApp Business Help.

To run a WhatsApp campaign, follow these steps:

  1. Navigate to the Campaign Manager section in the dashboard.
  2. Click on the Add Campaign button.
  3. Select WhatsApp as the campaign type to initiate a WhatsApp campaign.
  4. Name your campaign for easy identification.
  5. Choose the appropriate Contact List from the dropdown menu. To know how to upload contact list - Click here
  6. Select the correct Integration configured in your account.
  7. Choose the WhatsApp template that has been pre-approved by WhatsApp in your WhatsApp Business account.
  8. Click on the Next button to proceed.
  9. Schedule your campaign based on your convenience, selecting a preferred time and date for sending the messages.

This process ensures you can efficiently create and schedule WhatsApp campaigns with approved templates.

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