Building One Off Campaign

Reach out to your contacts that are already present in your CRM to run a one time campaign

What kind of campaigns can I run with One Off Campaign?

Well, you can run any kind of campaign as long as you have a CSV of contacts and a template for the message that you would want to send.

Some of the most common use-cases for One-Off Campaigns include,

  • New product offers notification

  • Feedback Survey

  • Coupon code to loyal customers

  • Announcements

  • New product launch

  • Festive wishes

What is the pre-requisites for creating the Outbound Bot?

Pre-requisites:

You need to have a WhatsApp Business API or an SMS API to be able to use the Outbound Bot's functionalities.

This is a paid API that you would need to purchase from one of Cataleya's approved partners.

WhatsApp API:

  • Meta

  • 360Dialog

  • Twilio

  • Unifonic

  • GupShup

SMS:

  • Twilio

How do I set it up?

You can follow the following steps to set up the One Off Outbound Bot;

  • Click on 'Build a bot -> Build an outbound bot' from 'Bot Builder'

  • Choose 'One-Off'

  • Click on 'Trigger' and upload your 'CSV' file which contains the list of contacts that you want the outbound bot to reach out to

  • Map the columns that you want to save on Cataleya by giving them a variable name. Generally, this variable names would be the same as the column names

  • Add a messaging channel block i.e SMS or WhatsApp, and configure the template message that you want to send to those contacts

  • Once your flow has been created, double-check all the messages for typos or any other mistakes and hit 'Deploy'. A confirmation prompt will be shown to you for final approval before launching the campaign

You will be able to see the status of the One-Off campaign on the bot management screen

  • Draft: Means that the campaign has not yet been deployed

  • Sent: Means that the campaign has been executed and the contacts have received the messages

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