How to manage marketing activities? - Chat App Message Service

This article describes how to create and manage marketing activities. Marketing activities need to be used together with the crowd management and process editor to trigger the associated process at the activity time specified by the marketing activity. Combined with the process configuration and the execution plan settings of the marketing activity, the corresponding messages in the process are sent to all contacts in the associated group.

Prerequisites

A flow is created and published. For more information, see How to use the flow editor.
A group is created in the Crowd Management console. For more information, see Create a group.
If you need to use WhatsApp Message Service, you need to:
- A WhatsApp channel is created. For more information, see Create a WhatsApp channel.
- A WABA account is registered and bound. WABA is approved by WhatsApp. For more information, see WABA registration.
If you need to use the Viber Message Service, you need to:
- A Viber channel is created. For more information, see Create a Viber channel.
- A service identification number is applied for and approved. For more information, see Manage service identification numbers.

Create a marketing activity

You can perform the following operations to create a marketing activity:

YesIn the Chat App Message Service Console, choose Smart Marketing > Campaign Management and click Create Campaign.

In the dialog box that appears, set the required settings and click OK.

Parameter	Description
Activity name	The name of the marketing activity. The name can be up to 60 characters in length.
Activity Description	The description of the marketing activity. The description can be up to 90 characters in length.
Associated Process	Select the created flow. A process that needs to be triggered automatically when a marketing campaign starts. After you select a flow, click Preview Flow Chain to preview the selected flow. You can preview only the flows that have been published. You must create a process in the process editor and launch the process in advance.
Associate Group	Select the contact group to receive the campaign message. You must create a group in Crowd Management in advance.
Effective Period	Select the start time and end time of the campaign. The activity will be automatically triggered when the activity start time is reached, and the activity will automatically end when the end time is reached. The activity start time must be greater than the current time, and the activity end time must be greater than the activity start time.
Schedule	Select the cycle to trigger execution. You can trigger on a daily, hourly, or minute basis.

Pause a marketing activity

You can perform the following operations to pause marketing activities. You can only pause marketing activities that are in the In-progress state.

YesIn the Chat App Message Service Console, choose Smart Marketing > Campaign Management, find the campaign that you want to pause, and click Pause.
In the dialog box that appears, click OK.
Important
Once an activity is suspended, all subsequent processes are no longer triggered. After the activity is paused, you need to reset the start time of the activity.

Modify a campaign

You can perform the following operations to modify marketing activities. You can modify only marketing activities that are in the Pending or Suspended state.

YesIn the Chat App Message Service Console, choose Smart Marketing > Campaign Management, find the campaign that you want to modify, and click Modify.
In the dialog box that appears, modify the settings as required. For more information, see configuration items.
Click OK to complete the modification.

Delete a marketing activity

You can perform the following operations to delete marketing activities. You cannot delete activities that are in the In-progress state.

YesIn the Chat App Message Service Console, choose Smart Marketing > Campaign Management, find the campaign that you want to delete, and click Delete.
In the dialog box that appears, click OK.

Search Campaign

YesIn the Chat App Message Service Console, choose Smart Marketing > Campaign Management. You can set search conditions to search for campaigns. Search conditions include: activity name, associated process, associated group, and activity status.

Reference

For more information about the process editor and crowd management, see the following documentation.

For more information about how to use the process editor, see How to use the process editor.
For more information about group management, see Group management.
For more information about contact management, see Contact management.