This topic describes how to create and manage marketing campaigns. When you create a marketing campaign, you must associate a user group and a chat flow with the marketing campaign. The chat flow is automatically triggered at the start time specified for the campaign. The corresponding messages in the chat flow are sent to all the contacts in the user group based on the chat flow configurations and the execution plan of the marketing campaign.
Prerequisites
A chat flow is created and published. For more information, see Work with Chat Flow.
A user group is created on the Crowd Management page. For more information, see the Create a user group section of the Manage user groups topic.
If you need to use WhatsApp, make sure that the following requirements are met:
A WhatsApp channel is created. For more information, see Create a WhatsApp channel.
A WhatsApp Business Account (WABA) is created and associated with the channel. For more information, see WABA onboarding.
If you need to use Viber, make sure that the following requirements are met:
A Viber channel is created. For more information, see Create a Viber channel.
A Viber service account is applied for and the application is approved. For more information, see Manage Viber service accounts.
Create a marketing campaign
To create a marketing campaign, perform the following steps:
Log on to the Chat App Message Service console. In the left-side navigation pane, choose Intelligent marketing > Marketing Activity Management. On the page that appears, click Create an event.
In the dialog box that appears, configure the required parameters and click OK.
Parameter
Description
Activity Name
The name of the marketing campaign. The name can be up to 60 characters in length.
Activity Description
The description of the marketing campaign. The description can be up to 90 characters in length.
Related process
Select the chat flow that is created. The chat flow is automatically triggered when the marketing campaign starts. After you select a chat flow, click Preview process to preview the chat flow. You can preview only the chat flows that are published. Before you create a marketing campaign, make sure that a chat flow is created and published.
NoteOnly manually triggered flows are supported.
Associated groups
Select the user group to which the marketing campaign messages are sent. Before you create a marketing campaign, make sure that a user group is created.
Effective period
Select the start time and end time of the marketing campaign. The marketing campaign automatically starts and ends at the specified time. The start time must be later than the current time and earlier than the end time.
Execution plan
The interval at which the marketing campaign is triggered. The marketing campaign can be triggered by minute, hour, or day.
Suspend a marketing campaign
The following section describes how to suspend a marketing campaign. Only the marketing campaigns in the In progress state can be suspended.
Log on to the Chat App Message Service console. In the left-side navigation pane, choose Intelligent marketing > Marketing Activity Management. On the page that appears, find the marketing campaign that you want to manage and click Suspend in the Operation column.
In the message that appears, click OK.
ImportantAfter a marketing campaign is suspended, subsequent messages in the chat flow associated with the marketing campaign are no longer sent. You need to configure a start time again if you want to resume the marketing campaign later.
Modify a marketing campaign
The following section describes how to modify a marketing campaign. Only the marketing campaigns in the To be executed and Paused states can be modified.
Log on to the Chat App Message Service console. In the left-side navigation pane, choose Intelligent marketing > Marketing Activity Management. On the page that appears, find the marketing campaign that you want to manage and click Modify in the Operation column.
In the dialog box that appears, modify the configurations based on your business requirements. For more information about the parameters, see the parameters described in the Create a marketing campaign section of this topic.
Click OK to complete the modification.
Delete a marketing campaign
The following section describes how to delete a marketing campaign. The marketing campaigns in the In progress state cannot be deleted.
Log on to the Chat App Message Service console. In the left-side navigation pane, choose Intelligent marketing > Marketing Activity Management. On the page that appears, find the marketing campaign that you want to manage and click Delete in the Operation column.
In the message that appears, click OK.
Query marketing campaigns
Log on to the Chat App Message Service console. In the left-side navigation pane, choose Intelligent marketing > Marketing Activity Management. On the page that appears, specify filter conditions to query marketing campaigns. The following filter conditions are supported: Activity Name, Related process, Associated groups, and Activity Status.
References
For more information about Chat Flow and user group management, see the following topics:
Work with Chat Flow: describes how to use Chat Flow.
Manage user groups: describes how to manage user groups.
Manage contacts: describes how to manage contacts in user groups.