WebEngage WhatsApp Campaigns

Create WhatsApp Campaigns on WebEngage by navigating to Channels in Campaign Manager, selecting WhatsApp, and clicking on Create Campaign.

  1. To create the WhatsApp Campaigns on WebEngage, navigate to Channels from the left navigation under Campaign Manager and select WhatsApp.

  1. Once the List of Campaigns window opens, click on Create Campaign.

  1. The Create Campaign will prompt you to select the Campaign you would like to send from One-Time, Recurring, Triggered, and Transactional.

Learn more about the Campaign types in WebEngage.

  1. Choose the type of Campaign as per your desire, we are taking the case of One-time Campaign type as an example. The screen will change to next step to add the audience for the Campaign.

To add the audience, you have to add the:

  • Campaign Name: Give your campaign a unique name that helps you identify its purpose.

  • Campaign Tags: Provide Tag(s) to categorize your campaigns. To create the Tag in the field, type the tag name and click on Tab.

  • Campaign Type: You also have the option to change the Campaign type at this point.

  • Audience Type:

    • Select Send to users in single segment if you want to target all users who are included within a particular segment.

    • Select Send to users in multiple segments and/or don't send to users in certain segments to narrow down the audience to a very specific user persona, defined by including and excluding several segments from the target audience.

  • Send To: You can send the campaign to All Users or to the Live Segments you have created before. Detailed read on creating Live Segments.

Click on Save & Continue Button at the bottom right of the screen to move forward to adding "When to Send".

  1. This Step of Campaign is divided into two sections:

Click on Save & Continue Button at the bottom right of the screen to move forward to adding "Message".

  1. Once you click, a pop-up will be there and you have to select the WhatsApp Template you want to share among the ones added on your WebEngage Account.

  • After selecting the message template, you have to add the Sample Values for the variables defined.

You can create 5 variations of your message. Variations are just different versions of the campaign's message that facilitate easy multivariate testing.

Click on Save & Continue Button at the bottom right of the screen to move forward to turn On "Conversion Tracking".

  1. This part of campaign creation allows you to measure the effectiveness of your campaign by:

    • Tracking conversions for a specific goal.

    • Comparing performance against a control group.

    • Testing multiple variations of the message to identify a winning version.

By default, Conversion Tracking is disabled for all WhatsApp campaigns. As shown below, you can use the toggle switch to enable it. Turn On the toggle for the Conversion Tracking. You will see it has been divided into two sections:

  • Conversion Tracking

  • Variation Distribution.

However, depending on the number of message variations created by you, the view of Conversion Tracking will vary.

The Conversion Tracking can be set up by:

  • Selecting a Conversion Event

  • Selecting Conversion Deadline

  • Selecting a Control Group (Optional)

If you have created multiple variations of the Message, you can choose to automate the testing process by enabling Send Winning Variation Automatically. Detailed read

Click on Save & Continue Button at the bottom right of the screen to move forward to "Test Campaign".

  1. See how your WhatsApp message will appear to your customers by testing it with internal team members for maximum impact!

Click on Skip Test & Proceed Button after Testing at the bottom right of the screen to move forward to "Preview & Launch".

  1. Once you are satisfied with the test results, it's time to send the message to your users! But before that, we recommend that you conduct a quick preview of the campaign's message and settings to ensure that it's in line with your end goal.

  1. Once you Launch the Campaign, you can see the status under the List of Campaigns as shown in the below picture.

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