Basic Campaigns

A Basic Campaign allows you to send messages to a predefined segment without applying any additional rules or filters. This is perfect for general announcements, offers, or updates.

Steps to Create a Basic Campaign:

1. Name the Campaign: Add a descriptive campaign name (e.g., "Holiday Sale").

2. Select a Segment: Pick a predefined customer segment (e.g., "Active Leads").

3. Choose a WhatsApp Template: Select a pre-approved template for your message.

4. Run or Schedule the Campaign:

   • Click Run Campaign to send immediately.

   • Use Schedule Campaign to set a specific date and time.

Personalization in Basic Campaigns

Enhance your Basic Campaigns with user attributes to make your messages more engaging.

Steps for Personalization:

1. Select a WhatsApp template with placeholders (e.g., {{CustomerName}}.

2. Ensure the corresponding attributes (e.g., Name) are stored in Squarebox CRM.

3. Map the template variables to these attributes during campaign setup.

Example Use Case:

• Send a festive offer: "Hi {{CustomerName}}, enjoy 20% off on all items! Offer valid until tomorrow"