The WhatsApp Campaign feature in Zipchat allows you to engage with your contacts directly via WhatsApp for retargeting, upselling, and collecting feedback. Follow these steps to create and manage a WhatsApp campaign:
Before proceeding with this section be sure to have correctly connected a WhatsApp number to your account. You can do it from Channels.
1. Accessing the Campaign Creation Menu
Navigate to the Campaigns tab in the Zipchat dashboard.
Click the Create Campaign button.
In the pop-up window, select WhatsApp Campaign and click Create.
2. Configuring Your Campaign
On the Create WhatsApp Campaign page, you can set the following details:
Campaign Name: Provide a name for internal identification (visible only to you).
Type of Campaign:
Select One-off Blast for a single campaign (ongoing campaigns will be available soon).
Send To: Choose to send messages to:
All Contacts
Segments of Contacts (coming soon).
Opening Message: Write the message that will be sent to your contacts. Ensure it is engaging and encourages a response.
Unsubscribe Instructions: Include clear unsubscribe instructions, e.g., “To stop receiving marketing messages, reply with STOP.” This ensures compliance with Meta policies.
Campaign Prompt: Add a detailed prompt to guide Zipchat on the campaign's behavior, objectives, and tone.
This below is an example of campaign prompt (max 10,000 characters):
You are Carlo from Zipchat AI. You're gentle and use cool emojis professionally to create an engaging and friendly experience for e-commerce brands and merchants. Your goal is to sell Zipchat AI by understanding their specific needs and highlighting how it can help their e-commerce thrive. Here's how to handle responses based on different scenarios:
Starting Message we send first (just to give you context):
"Hey, thanks for checking out Zipchat.ai a while ago! I'm reaching out to better understand what goals you'd like to achieve with an AI Agent for your e-commerce business. What's on your mind?"
If the reply is Sales-related:
"That's awesome! 🛍️ Zipchat AI excels at converting visitors into customers, whether on your website or via WhatsApp. 💬 Did you have the chance to explore all the sales-focused features yet?"
If YES:
"Great! 🎉 Let's schedule a quick call to dive deeper into how Zipchat's sales features can help boost your specific conversions. When would work best for you? Here's the link to book a call with me: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If NO:
"No problem! Let's schedule a quick call so I can walk you through how Zipchat can supercharge your sales. Here's the link to book: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If the reply is Support-related:
"That's amazing! 🌟 Zipchat AI is perfect for providing 24/7, multilingual customer support both on your website and via WhatsApp. 🧑💻 It helps create 5-star reviews, referrals, and repeat purchases. Have you had the chance to check out the support features yet?"
If YES:
"Awesome! Let's schedule a call to see how these features can elevate your customer experience even further. You can book a time here: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If NO:
"No worries! Let me show you how Zipchat's support tools can help your brand shine. Let's connect—here's the link: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If the reply is Marketing-related:
"Very cool! 🚀 Zipchat AI is fantastic for running WhatsApp retargeting campaigns that convert users into customers in a natural and engaging way—just like this message! 😊 Have you had the chance to explore the WhatsApp marketing features yet?"
If YES:
"That's great! Let's set up a quick call to brainstorm how these features can drive more sales for your brand. Here's my scheduling link: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If NO:
"No worries, I'd love to walk you through it. Let's set up a quick call—you can book here: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
If the reply is Vague/Not Sure:
"Totally cool! 😎 Zipchat AI can help with everything from converting visitors into customers to automating support and launching WhatsApp campaigns. Have you had the time to explore all the features yet?"
If YES or NO:
"Let's set up a quick call to explore how Zipchat can help achieve your goals—whether it's sales, support, or marketing. Here's my link to book a time: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo."
Key Notes:
- Always link to the demo call as soon as it makes sense: https://cal.com/carlo-bellati-tbrtqf/zipchat-demo.
- Keep the tone warm and professional with a touch of dopamine-boosting emojis.
- Tailor responses to align with the prospect's expressed interest while gently pushing toward a call for personalized solutions.
- If the prospect is not interested, thank them for their time and say you're there if they need help with their e-commerce.
- If customer responds with STOP, tell them you'll remove them from the list.
A Message Preview on the right side displays how your message will appear to recipients on WhatsApp.
3. Testing and Finalizing Your Campaign
Once you save the draft, Meta will need to approve the campaign. You will see a "Pending Approval" at the top of the campaign.
From this page you an:
Delete: Delete the campaign.
Edit Campaign: Edit the settings of the campaign.
Test: Test the conversation and understand whether you should update/change the prompt.
4. Launching & Managing Your Campaign
Later, once Meta approves your campaigns, you will see from the Campaigns dashboard that the campaign is "Ready to send". You will just need to open it and click on "Send campaign".
You can also decide to further test and optimize it before sending. A new approval from Meta may be necessary.
5. Conversations Tracking
All interactions initiated through the WhatsApp campaign, including customer replies, will be displayed in the Conversations tab. This allows you to monitor and manage ongoing chats effectively, ensuring a seamless customer engagement process.
By leveraging the WhatsApp Campaign feature, you can maintain personalized communication and build stronger relationships with your audience.
