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Messaging Marketing

Campaigns​

Messaging Marketing

Connect Instantly and boost customer engagement with messaging marketing! Connect across platforms like SMS, WhatsApp, and Messenger to deliver timely, impactful messages that drive action.

Getting Started​

Start by going to the Campaign Module from the dashboard. Switch to the Messaging tab to view all messaging campaigns.

Viewing a Campaign​

To view a campaign, click on the campaign or click the View button on the mini card. This will open the campaign details page.

tip

After clicking the View button, 4 options will appear in the tab.

1

Overview

The Overview Tabs provide a comprehensive summary of the Campaign.

2

Receivers

In the Receiver tab, view all campaign receivers along with limited details for each.

3

Analytics

Analytics will be generated once the campaign is live and engaging with receivers. This will show you perfect count of your message campaign.

3

Cost Summary

Cost data will also be generated once the campaign is live, displaying the total cost of the email campaign.

Campaign Overview​

The Overview tab is displayed by default on the campaign details page. From here, you can change:

  • Campaign Name
  • Schedule
  • Receiver
  • Content

Rescheduling the Campaign​

To reschedule:

  1. Click on the Scheduled Time button beside the Start button.
  2. A dropdown calendar will appear.
  3. Select the new date and time, then close the calendar. The updated schedule will reflect automatically.

Receiver Information​

  • Total Receiver Count indicates how many people or businesses will receive the message.
  • Receiver Breakdown shows how many receivers are on each platform.

Managing Receivers​

In the Receiver Breakdown, you can see receivers from platforms like Messenger, SMS, and WhatsApp. To refine your audience:

  1. Click the Filter button located on the right side of the Total Receiver Count.
  2. In the side panel:
    • Under Receiver Tags, select the preferred platforms (e.g., Messenger and WhatsApp).
    • Optionally, choose an Opt-In Page to target customers from a specific opt-in source.
  3. Click Save to finalize the changes and close the side panel.

Your audience is now filtered to ensure the campaign reaches the right customers.

Handling Content and Platform Connection Issues​

If no content is selected, choose content from the dropdown list. A real-time preview of how the content will appear on different platforms will be displayed.

Resolving Platform Connection Issues​

At the top of the page, you may notice an error message (e.g., “Instagram account is not connected”). To resolve:

  1. Connect the platform account to TrueBeep (Connection Documentation).
  2. Disable messages for the unconnected platform.
  3. Click Edit Content to open the edit content page.

Editing Content​

On the edit content page:

  • Use the toggle at the top to switch between platform previews.
  • If needed, turn off the platform (e.g., Instagram) by toggling it off.

For WhatsApp Messaging, make sure the message template is approved through the required verification process. If the template hasn’t been verified, it cannot be used in campaigns. Learn how to verify WhatsApp templates in the (Template Verification Documentation).

After making changes, click Save. Return to the campaign details page to confirm the issue is resolved.

Starting and Canceling the Campaign​

Starting the Campaign​

  1. On the campaign details page, click the Save button to finalize settings.
  2. Click the Start button.
  3. A floating modal will appear showing the pricing breakdown per platform.
  4. Check the I Agree box and click Start Campaign.

Once started, a success message will appear, and an Under Review tag will display next to the campaign name.

Canceling the Campaign​

To cancel or stop the campaign:

  1. Click the Cancel button.
  2. Confirm cancellation in the mini-card by clicking Proceed.
  3. A success message will appear.

This is how you can effectively manage a messaging campaign, from setup and customization to resolving issues, refining your audience, and starting or canceling the campaign.