Campaigns Management System

How To Load This Module?
 

To load and access the Campaigns module, follow these streamlined steps:
 

• Open Settings: Click on your user profile ("Alpha Dude") in the top right corner and select the Settings (gear icon) button.
   

• Select Category: In the settings sidebar, navigate to the Accruing and Automation tab.
   

• Load Module: Click on the Campaigns link to open the main management dashboard at dashboard/campaigns.

Purpose and Use
 

• Centralized Hub: View all ongoing and past communication efforts in a single interface using a card-based layout.

• Performance Tracking: Access the Report tab to monitor campaign delivery, status, and client engagement.

• Strategic Throttling: Configure global settings, such as WhatsApp sending limits, to ensure compliant delivery rates.

• Categorization: Add custom Internal Statuses (e.g., "Waiting," "Sent") to track the progress of individual campaign items.

Creating a New SMS Campaign
 

To launch a new SMS-based outreach effort, follow these steps within the Campaigns dashboard:
 

• Initiate Creation: Click the + NEW CAMPAIGN button at the top of the Campaigns page to open the configuration modal.

• Enter Campaign Name: Provide a unique title in the CAMPAIGN NAME field to identify your outreach effort.

• Select Channel: Ensure the Sms icon is selected (highlighted in orange) as your delivery method.

• Compose Message: Type your text content into the CONTENT OF THE MESSAGE text area.

• Set Schedule: Use the SCHEDULE DATE picker to define the exact date and time the SMS should be sent.

• Upload Media (Optional): If needed, use the DOCUMENT field to drag and drop files to be included as links in your message.

• Assign Sender: Select the appropriate mobile ID from the SMS SENDER dropdown menu.
   

• Configure Delivery Flow:
   

  • Delay: Set the interval between individual message sends.

  • Customers Delay: Define the specific lag time between different customer batches.
     

• Submit: Click the Create a campaign button to save and schedule your SMS outreach.

Creating a New Email Campaign
 

To launch a new Email outreach effort, follow these steps within the Campaigns module:
 

• Initiate Creation: Click the + NEW CAMPAIGN button at the top of the dashboard to open the creation modal.

• Enter Campaign Name: Provide a name for your campaign in the CAMPAIGN NAME field.

• Select Channel: Click the Email icon (highlighted in orange) to set the delivery method.

• Configure Recipients: You can check the TO SECOND EMAIL box if you wish to send the campaign to the customer’s secondary email address.
   

• Define Content:
   

  • Choose From Template: Optionally select a pre-saved template from the dropdown menu.

  • Subject: Enter a clear subject line for your email.

  • Message: Compose your email body using the provided CKEditor for custom formatting.
     

• Set Schedule: Use the SCHEDULE DATE field to pick the exact date and time for the email blast.

• Attach Documents: Use the DOCUMENT area to drag and drop files that you want to include with your email.
   

• Set Delivery Throttling:
   

  • Delay: Define the interval (in minutes) between individual sends.

  • Customers Delay: Set the specific delay time for processing different customer groups.
     

• Finalize: Click the Create a campaign button to save and schedule your email outreach.

Creating a New WhatsApp Campaign
 

To launch a new WhatsApp outreach effort, follow these steps within the Campaigns dashboard:
 

• Initiate Creation: Click the + NEW CAMPAIGN button at the top of the Campaigns page to open the configuration modal.

• Enter Campaign Name: Provide a unique title in the CAMPAIGN NAME field to identify your outreach effort.

• Select Channel: Click the Whatsapp icon (highlighted in orange) to set it as your delivery method.
   

• Define Content:

  • Choose From Template: Select a pre-approved template from the dropdown menu.

  • Message: Add any optional free-text message in the provided text area if the template allows.
     

• Set Schedule: Use the SCHEDULE DATE picker to define the exact date and time the WhatsApp messages should be dispatched.

• Upload Media: Drag and drop any relevant files into the DOCUMENT field to include images or documents in your messages.
   

• Configure Delivery Flow:
   

  • Delay: Set the interval time (minimum 6 minutes recommended) between individual message sends.

  • Customers Delay: Define the specific lag time for processing different customer batches.
     

• Finalize: Click the Create a campaign button to save and schedule your WhatsApp outreach.

Execution and Data Control
 

• Remove Client Campaign (First Icon): This icon, featuring a person with a minus sign and a red notification dot, is used to manage the recipient list for that specific campaign. It allows you to remove individual clients or specific contacts from the outreach queue to ensure they do not receive the automated messages.
   

• Report Modal (Second Icon): Clicking the document-with-magnifying-glass icon opens the detailed Report modal for that specific campaign. This interface provides a real-time breakdown of campaign performance, including:

Execution and Control Tools
 

• Run Campaign : By clicking the folder-and-arrow icon, you open the Run campaigns modal. This interface allows you to select specific FOLDERS of customers from a dropdown menu and click Submit to trigger the outreach to those designated groups.
   

• Start/Stop (Hand Icon): The hand icon positioned directly next to the Run icon serves as a manual toggle to start or stop the campaign's active execution at any time.

Campaign Action Tools
 

• Edit (Blue Pencil): Open the Edit modal to update the Campaign Name, message content, or switch delivery channels (SMS, Email, WhatsApp) to refine your outreach strategy.
  
  -Reschedule: Within the edit modal, adjust the Schedule Date to hit peak engagement times or refine delivery speed by changing the Delay and Customers Delay settings to avoid spam filters.
   

• Duplicate (Blue Copy): Instantly create an exact copy of an existing campaign, which is ideal for A/B testing or reusing high-performing content for new recipient groups without manual re-entry.
   

• Delete (Red Trash): Permanently remove test messages or outdated outreach efforts to keep your dashboard organized and your reporting data clean.

1. Internal Status Configuration
 

Create custom labels to categorize your outreach workflow more effectively:
 

• Accessing the Tool: Click the Add internal status button at the top right of the dashboard.

• Creating Statuses: In the Campaign Status modal, enter a NAME (e.g., "Sending," "Delivered") and select a unique COLOR for visual distinction.

• Managing Labels: Use the table to Edit (pencil icon) or Delete (trash icon) labels as your needs evolve.

• Where It is Used: Once created, these statuses appear as a filtering dropdown within the Report modal. This allows you to tag specific recipients and then filter the report to see only clients with a particular status, such as those who have already been "Delivered" or need to be "Deleted" from the list.

• Purpose: These labels help track progress and organize client data beyond the default system tags like "Waiting" or "Sent".

Campaign Organization & Search
 

• Search Bar: Located at the top right, this tool allows you to find specific campaigns by typing their name for immediate access.
   

• Sort By: This dropdown menu organizes your campaign cards based on your preference, such as using "Date, new first" to keep your most recent work at the top.