Whatsapp - Campaign creation

Create campaign

After clicking Create WhatsApp campaign, we will be redirected to the campaign creation studio. 

The studio consists of 3 steps:

1. Conversation - here the entire conversation that will be sent is created.
2. Settings - here we will find the necessary settings such as the name of the campaign or the segment to be sent
3. Summary - contains the final validation of the campaign and actions to be sent

Conversation

The conversation configurator consists of 4 main elements:

• WhatsApp account selection list 

IMPORTANT: The list is visible only if there is more than one WhatsApp
account integrated.

The checkbox allows you to change the WhatsApp account from which the campaign will be sent. Changing the account will make it necessary to load a new list of templates available on the selected account, and thus the entire configuration will be reset irrevocably. 

Before changing the account, a notification will be displayed making sure that the account is definitely to be changed. 

• Conversation trees 

The conversation tree contains all the possible paths a conversation can take within the campaign you are creating. 

The first element is always the initial message. This is the message that will be sent first to the contact and must be created based on an approved template in the WhatsApp panel.

 

 

Next, if the template has, for example, quick reply buttons then they are visible as consecutive nestings in the tree (with a green bar). On each button we can define what should happen, such as sending another message or displaying a video. Adding more messages (replies) to the user will make the conversation tree grow with more possibilities expanding the conversation.

 

The tree at each of its levels has an additional element which is the Any Response (with a blue bar). This gives us the opportunity to respond if a contact, instead of using the defined quick replies or selecting an option from the interactive list, simply writes back to us.

 

IMPORTANT: Any reply requires the contact to click on reply on the 
previous message. A regular chat reply is not supported and we have 
no way to respond to it. In addition, the text of the reply is not 
analyzed in any way so the response will be the same regardless of 
what the contact writes.

Clicking on a tree item opens the configuration of that item in the panel next to the conversation tree.

 

 

• Single message configuration form

The configuration form allows you to specify what type of message is to be sent in the selected conversation fragment and what additional actions are to be performed. 

 

Types of messages

The most recommended message types are Quick Reply and Interactive List due to the fact that they make the conversation tree grow. However, more options are available:

 

1. Template allows you to use templates defined in the WhatsApp panel and set any variables that are included.

2. Quick replies include an optional header, which can be text or multimedia (image, video, document). Then we have the message body, which is required, and an optional message footer. 

Finally, we define the number of buttons and the text to appear on them, which will appear in the message. There can be a maximum of 3 such buttons, each of which will add another element in the conversation tree, to which we can respond differently.

 

 

3. The interactive list is similar in structure to quick replies The difference is that multimedia               headers are not supported and instead of 3 buttons, the user sees one, which then develops a list      with options to choose from (maximum 10 options).

 

 

4. Text is the simplest text message without any additional options.

5. mage is a message containing the image itself without any additional options.

6. Video is a message containing video alone without any additional options.

7. Advanced allows you to send any payload in JSON format to WhatsApp, which is a consensus with their documentation.

8. No message also has the option of not responding to the message.

 

Additional actions 

Each type of message also allows you to perform a secondary action. This is an action that the user will not see in the started conversation however it can be an action that triggers other iPresso mechanisms.

 

 

You can define up to 5 actions that will execute simultaneously. Possible action types are:

• Sending another campaign - email, sms, web push, mobile push, WhatsApp. When creating another campaign, remember that it should be a dispatch triggered after the API, as the campaign API key is required. 
• Adding to a scenario similarly to a campaign, it must be a scenario that accepts contacts after the API. The scenario's API key is required. 
• Unsubscribe from consent also in this case, the consent API key is required.

 

Tip: You can set several actions with the same type, e.g.: 
add to 2 scenarios or unsubscribe from 3 consents by 
setting the same API key.

 

Message personalization

When setting up a message, we can apply personalization to each field, similar to other communication channels e.g. email or push. 

 

Clicking on the button located in the text field marked with a bracket icon will open the personalization window:

 

 

At the top is the edited content. Then we have a list of available variables i.e. attributes and global variables. Selecting an attribute or global variable (in the right selection box) will add the selected attribute or global variable to the bracketed content, e.g. First Name.

 

 

If we want to add a variable from outside the list, which will be completed through the API (i.e. when we add a contact for shipping), we can do it by typing the name of this variable and clicking "Add". This will add the appropriate bracket to the edited content. 

 

Tip: Additional variables can be used, for example, 
in abandoned processes, by passing on the parameters 
of the activity thus starting.

 

Message preview

The message preview shows an approximation of the target appearance of the sent messages. It always shows the full conversion up to the message we are currently editing. This allows us to see not only the message we are currently editing, but also all the messages and responses of the contact that led to that message. The edited message is shown lowest in the preview window.  Above the preview is a list for selecting a test contact. This contact will be used to generate the preview. Personalization will be prepared as if it was this test contact that got the campaign. 

 

 

Tip: Test contacts must have a phone number entered and
 must not have a flag that says no WhatsApp account to 
appear in the list. 

 

Settings

The settings of a WhatsApp campaign are very similar to those of other communication channels. 

 

 

The following fields need to be filled in to implement the campaign:

• Name and description - visible only in the iPresso panel are used to name the campaign to identify the campaign.
• Sending type - allows you to specify how we will send campaigns. There are 2 types to choose from:

- Dispatch to segment - we specify the entire target group through a previously prepared segment

- Triggered - that is, where other mechanisms such as scenarios, abandoned processes or via iPresso API will decide who will receive the campaign. 

• API key - this field appears only when you select the type of dispatch as triggered. It allows you to specify the API key of the dispatch necessary to trigger it through the API and internal mechanisms. The API key must be unique among all campaigns - no 2 campaigns with the same key can be active.
• Segment - this field is present only when the dispatch type for the segment is selected. Allows you to select a segment to send from the list of ready to use segments. From the selected segment, the target group to which the entire mailing will be sent will be selected. 
• End date - occurs only for dispatches to a segment. Allows you to specify how long the campaign will be active. An active campaign is one that continues to respond according to the conversation tree. After this time, any responses and reactions of contacts to messages from this campaign will be ignored and will not be saved in any way. 
• Consents - the campaign will be executed only to those who have the selected consent. This applies to both types of mailings. In order for a contact to get a mailing they must have at least one of the selected consents. It is possible not to select any consent - then the system does not pay attention to this field.
• Tags - added to dispatch activities and are used to exclude contacts from dispatches through the Dispatch Restrictions mechanism. 
• WhatsApp account number - the number from which the campaign will be sent. 
• Element accesses - limits the visibility of the campaign to other iPresso system users. 

 

Summary

The summary shows complete information about the final campaign configuration. The green color indicates that all steps have been configured correctly. There is also a red color indicating that a particular element needs to be corrected in order to implement the campaign. 

 

 

Possible actions on the summary are:

• Save - appears only for triggered mailings. Saves the campaign and moves it to active.
• Send now - only for dispatches to a segment. Immediately executes the campaign to the segment selected in the settings.
• Schedule dispatch - only for dispatches to a segment. Allows you to specify the date when the dispatch to the segment should start. This date must be earlier than the end date of the campaign.
• Save in test mode - saves the campaign in test mode.

 

Types of actions on a created campaign

After creating a campaign, the system moves the user to a place depending on the action performed, e.g. Triggered - active or under testing. There are several types of actions that can be performed on a campaign: 

edit - goes to edit the campaign

preview - goes to the campaign preview

delete - removes the campaign after confirmation

copy - goes to create a new campaign based on the selected one

send test - sends a test to the indicated test contact

report - opens campaign report

stop - ends the campaign cancelling all unsent messages after confirmation