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Creating an OptiText WhatsApp Campaign

Blair Matheson
  • Updated

With OptiText WhatsApp, you can easily send scheduled or real-time WhatsApp messages to your customers, creating engaging, conversational experiences.

Step 1: Create Your WhatsApp Templates

Before launching a WhatsApp campaign, you’ll first need to create a WhatsApp Template. Templates are pre-approved message formats that WhatsApp allows you to reuse in campaigns and conversational journeys.

→ Learn how to create your WhatsApp Templates here

Step 2: Accessing the Campaign Builder

You can create a WhatsApp campaign through Optimove’s Campaign Builder. There are multiple ways to access it:

  1. From the main navigation bar:
    • Click Execute > Campaign Builder

Campaign Builder 1.png

  1. From Customer Explorer or Manage Target Groups pages:

    After saving your Target Group, click Run Campaign.

    (Your selected Target Group will automatically populate in the Campaign Builder.)

Please Note: For WhatsApp campaigns, ensure your Target Group includes:

  • WhatsApp Consent = Yes
  • WhatsApp Valid = Yes

(This ensures accurate targeting of users who opted-in and have valid WhatsApp numbers.)

  1. From Mission Control:
    • Click the + Campaign button at the top right corner.

Campaign Builder 3.png

  1. From Realtime Triggers (for real-time messaging):
    • Navigate to Plan > Realtime Triggers, then click to create your campaign.

Campaign Builder 4.png

Step 3: Setting up Your WhatsApp Campaign

Once you're in the Campaign Builder, follow these straightforward steps:

  • Choose your Target Group
  • Select scheduling or real-time triggering options
  • Choose "OptiText WhatsApp" as your communication channel
  • Select your previously created WhatsApp Template

When done, click Create Campaign to finalize.

→ Detailed steps for creating a campaign

Create Campaign.png

Measuring Your OptiText Campaign

After launching your campaign, track performance easily with built-in analytics in Optimove’s Mission Control. Metrics include:

  • Send Rate
  • Delivery Rate
  • Bounce Rate, and more.

To view metrics:

  • Go to Mission Control
  • Find your OptiText WhatsApp campaign
  • Click the three-dot menu (•••)
  • Select Channel Metrics

→ Learn more about OptiText WhatsApp metrics and analysis

Channel Metrics.png

 

Please Note: To start using OptiText WhatsApp, it must first be added to your Optimove package. If you can't see WhatsApp as a channel in Optimove, please contact your Customer Success Manager (CSM) or Account Manager for assistance.

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