Campaign

Prerequisites

• Templates

• Contact List

What is a Campaign?

Campaign or WhatsApp Broadcast is a feature in Convonite that allows businesses to send a single message to multiple users at once using the WhatsApp Business API. It is typically used to share important updates, announcements, offers, or reminders — all delivered directly to users’ WhatsApp inboxes as individual messages.

Business Needs Addressed by WhatsApp Campaigns

1. In many customer journeys, it's common for users to go inactive after a period of engagement. This might be due to lost interest, timing, distractions, or simply forgetting about your service. However, these users are still valuable — they’re already aware of your brand and may return with the right push. Within Convonite, you can set up a targeted broadcast campaign aimed specifically at users who haven’t interacted in a while.

2. When a business launches a new product or service, it’s important to make sure customers are not just informed—but engaged. A one-time message may not be enough, especially if the product needs explanation or builds interest over time.

3. A business often serves customers from different regions, languages, and backgrounds. Sending the same message to everyone may not always work — it can feel irrelevant or even ignored.

With Campaigns, you can segment your audience based on location, language, tags, or behavior. This allows you to create personalized and localized campaigns that speak directly to each group.

For example:

• Send messages in the customer’s preferred language
  
  

• Promote city-specific offers or events
  
  

• Share content that matches a user’s interests or history
  
  

Personalized messaging builds trust, improves engagement, and makes your communication more effective — no matter how diverse your audience is.

4. Businesses may occasionally need to update customers about changes in operations — such as revised business hours, delivery delays, or policy updates. Campaigns allow you to efficiently broadcast these updates to all affected users at once. This ensures timely communication, reduces confusion, and maintains a consistent message across your customer base.

Key Features:

• Single-Step Campaign:
  A Single-Step Campaign is a one-time message sent to a selected list of contacts at once. It is ideal for delivering straightforward, time-sensitive communications that do not require a follow-up.

This type of campaign is best suited for:

• Festival greetings or seasonal messages that build brand warmth
  
  

• One-time promotional offers such as flash sales or limited-time discounts
  
  

• Business announcements like policy updates, service availability, or store hour changes
  
  

Since the message is sent in a single batch without follow-up steps, it ensures quick execution and broad visibility — making it an effective choice for clear, concise outreach.

Example : Festival Offer

 "Hi {{name}}, celebrate Diwali with 20% off on all products! 🪔
Shop now: [link] – Offer valid till midnight!"

• Multi-Step Campaign:
  A Multi-Step Campaign is a scheduled sequence of messages sent to a targeted audience over a defined period. This approach is ideal for scenarios where ongoing engagement is required, rather than a single touchpoint.

It is particularly effective for:

• Follow-up communication after an initial outreach, ensuring continued engagement
  
  

• Drip marketing campaigns that gradually educate, nurture, or convert leads
  
  

• Announcements that require reminders, such as product launches, webinars, or service updates
  
  

• Onboarding sequences for new users, guiding them step-by-step through your offerings
  
  

Each message in the sequence can be configured with a specific delay or time interval, allowing businesses to space out their communication thoughtfully. Multi-step campaigns help maintain consistent brand presence and increase the chances of user action by reinforcing the message over time.

Example: New Product Launch – Herbal Glow Face Serum

Day 1 – Launch Teaser

"Hi {{name}}, our Herbal Glow Serum is here! Be the first to check it out: [link]"
Goal: Spark curiosity

Day 3 – Why It’s Special

"100% natural. Visible glow in 7 days. Dermatologist approved. See why everyone’s loving it: [link]"
Goal: Build trust

Day 5 – Limited-Time Offer

"Get 15% off today only! Don’t miss out: [buy link]"
Goal: Drive purchase

How to create a campaign?

Step 1: Click on the New Campaign button.

Step 2: Select the type of campaign Single step or Multi step.

Step 3: 

• If it is a Single-step campaign, enter a title, select the contact list and message template, schedule the time, assign an owner, add a brief description, and click Save to launch your single-step campaign.

• If it is a Multi-step campaign,

1. Fill in the Campaign Details
   
   

• Title: Give your campaign a meaningful name.

• Contact List: Choose the contact group you want to message.

• Scheduled Time: Set when the first message should be sent.

• Owner: Assign the campaign to a team member.

• Description: Add a short note about the campaign's purpose.

2. Configure Step 1 of the campaign(Runs at the scheduled time)
   
   

• Filter Contacts (optional): Narrow down recipients based on criteria (e.g., tags, labels).
  
  

• Message Template: Select the approved WhatsApp template to send.
  
  

• Optionally, choose what happens to contacts who don’t match the criteria (e.g., send nothing or another message).

3. Add Step 2 of the campaign(Runs after Step 1 with delay)
   
   

• Set Time Gap: Choose when this step should run (e.g., 2 days after Step 1). (Note: min after 1 hour)
  
  

• Filter Contacts (optional): Apply a new filter if needed.
  
  

• Message Template: Select a follow-up template for this step.

4. Add More Steps (Optional)
   Click “+ Add another step” to continue the sequence with more messages and time gaps. (Note: Maximum upto 5 steps)
   
   

5. Save the Campaign
   Once all steps are set, click Save to schedule your multi-step campaign.

Edit or delete a campaign 

Convonite allows businesses to review and manage scheduled broadcasts before they are sent. 

How to edit or delete?

1. Click on the campaigns tab to view all the campaigns.

2. Open the campaign which needs to be edited.

3. Click on the Edit or Delete button on the top right corner.

4. In case of edit, you can make the necessary changes and save. 

5. In case of delete, give confirmation for deletion and the process cannot be undone.

Run the campaign:

In Convonite, campaigns can be executed manually or automatically depending on your scheduling needs and control preferences.

How to run a campaign?

1. After saving a campaign, the owner of the campaign gets to see a Run Campaign  button on the top right corner.

2. Click on the Run Campaign button and the campaign will get executed at the scheduled time. 

Important points to remember:

• Campaigns can be sent immediately or can be scheduled for later.

• Only the owner of the campaign can run or stop the campaign.

• Only an active Contact list & an active Template can be chosen.

• Campaigns can also be manually run.

How Templates get Displayed?

1. List view columns - Title, List name, Type, Status, Scheduled Time, Owner.

2. Detail page

1. List view columns.

2. Summary of the campaign - No. of messages sent, No. of messages delivered (with %), No. of messages read (with %), 

3. Every contact to whom a message has been sent as a table with columns - Contact Name, Message content, Message status, Delivered time, Read time, Open chat (menu).

4. Excluded contacts - Listing the contacts present in the list that were excluded.