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How to Create a One-Time WhatsApp Notification Campaign on Proactive Messaging

Written by Soham Amburle

Updated on September 9th, 2022

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Following are the steps for creating a one-time WhatsApp Notification Campaign on Proactive Messaging:

  1.  Navigate to the Campaigns tab and click on the "+ New Campaign" button.
  2. Click on Start from Scratch and then set an appropriate name for your campaign.
  3. Choose onetime as the notification type.
  4. Next, you need to specify who should receive this campaign’s notifications, and in order to do this, click on ‘" + Add Filter", and from the dropdown list, select a trait on basis of which your user list should be filtered.

Let us take some scenarioos:

1. Send this campaign to users tagged as 'new users

  • In order to do this, you must have added the tag ‘new users’ for some users of yours. You can know more about WhatsApp tag cards, here.
  • In the dropdown, select ‘Tags’.
  • Doing so will open a list of 2 filters conditions - is & is not.
  • Click on ‘is’ & select the particular tag i.e. 'new users’ from the dropdown list, and then click on ‘Done’
  • This will filter out all users who are tagged as ‘new users’

2. Send this campaign to only those users whose ‘Total Order Amount’ is greater than Rs.10,000.

  • If you have added a trait named ‘Total Order Amount’ for your users, you will see it appear in the dropdown list. (You can add traits via CSV uploader)
  • Clicking on the trait will open up different filter conditions.
  • Choose the greater than condition and type 10000 in the box. and then click on ‘Done’.
  • This will filter out all users whose total order amount is > 10000.

The next step is to create the message that you want to send. Since WhatsApp allows you to send only pre-approved templates, here you have the option to pick from one of your previously approved templates.

Click here to check the video on how to create Templates for WhatsApp Business API.

Your template contains variables like {{1}} whose values will be different for every user to whom you send this campaign. ‍You may specify the value of the variables to be taken from a trait of your choice (like Name/Email id/Total Order  Amount etc). The Whatsapp notification to each customer would then have the trait value corresponding to him/her, in place of the variables. ‍Trait values may be added for your customers via CSV upload / APIs. ‍Instead of a trait, you may also choose ‘Use Fallback Value’. In that case, a constant fallback value specified by you will be sent to all customers.

Delete

It is mandatory to enter a fallback value for the trait, which will be sent in case the trait value isn’t present for a particular customer.

The Fallback value should not contain any of the following: newline/Tab/More than 2 consecutive spaces.

Next, you then need to schedule your campaign. You can choose to either send it out immediately or you can schedule it for a later date by using the custom date option. You can pick your preferred date and time and schedule it. Proactive Messaging will then make sure the notifications are sent out at the time you have specified.

You then move onto the last step where you can choose to set your campaign live immediately or save it as a draft and continue later. A new campaign could take upto 30-60 seconds to start but post that notifications would be sent out in one go.

You can then go back to the dashboard to see the stats of your campaign. The status of your campaign will be Completed since this was a one-time campaign. If it was an ongoing campaign the status would be Live.

This is how the notification appears to your user on their WhatsApp chat screen.


How to duplicate an existing one-time campaign on Pro?

You can duplicate/clone one-time campaigns in just 1 click. If users are looking to edit an existing campaign, the effort gets reduced: they can simply Click on "Duplicate Campaign" to clone it, then make the edits and set live a new campaign. Creating a duplicate one-time campaign similar to existing campaigns gets much simpler with Proactive Messaging.

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