Campaigns

Campaigns Overview

Campaigns allow you to send broadcast messages to your contacts across channels, enabling marketing outreach, announcements, and customer engagement.

Campaign Types

Broadcast Messages

Send one-time messages to a segment:

• Announcements
• Promotions
• Updates
• Alerts

Drip Campaigns

Automated message sequences:

• Onboarding series
• Nurture campaigns
• Follow-up sequences
• Re-engagement flows

Triggered Campaigns

Messages based on events:

• Welcome messages
• Abandoned cart reminders
• Birthday greetings
• Anniversary messages

Creating a Campaign

Step 1: Setup

1. Go to Campaigns → Create Campaign
2. Name your campaign
3. Select campaign type
4. Choose channel (WhatsApp, etc.)

Step 2: Audience

Select recipients:

• All Contacts - Everyone in your CRM
• Segment - Based on filters
• Tags - Contacts with specific tags
• List - Pre-created contact list
• Upload - CSV file import

Step 3: Content

WhatsApp Campaigns

Use pre-approved templates:

• Select template category
• Choose approved template
• Fill in variables
• Add media (optional)

Other Channels

Create message content:

• Text message
• Images and media
• Buttons and CTAs
• Personalization variables

Step 4: Schedule

Choose when to send:

• Send Now - Immediate delivery
• Schedule - Specific date/time
• Optimal Time - AI-suggested timing

Step 5: Review & Launch

• Preview message
• Check audience count
• Verify template approval
• Launch campaign

WhatsApp Templates

Template Categories

Category	Use Case
Marketing	Promotions, offers
Utility	Updates, confirmations
Authentication	OTPs, verification

Template Approval

1. Create template in ChatMaxima
2. Submit for Meta approval
3. Wait for review (24-48 hours)
4. Use approved templates

Best Practices

• Clear, valuable content
• Proper opt-in consent
• Include opt-out option
• Follow WhatsApp policies

Analytics

Campaign Metrics

Metric	Description
Sent	Messages dispatched
Delivered	Successfully received
Read	Opened by recipient
Replied	Customer responded
Failed	Delivery errors

Performance Dashboard

• Delivery rate
• Open rate
• Response rate
• Conversion tracking
• ROI calculation

Compliance

Opt-in Management

• Collect explicit consent
• Maintain opt-in records
• Honor opt-out requests
• Segment by consent type

Rate Limits

• WhatsApp messaging limits
• Quality rating impact
• Warm-up best practices
• Throttling guidelines