Ongoing campaigns send out automatic WhatsApp notifications whenever a trigger occurs for a user. Over and above the trigger, you can specify additional filters for who the message should be sent.

To set up Ongoing Campaigns:

• Go to the Notifications tab and click on the + New Campaign button.
• Set an appropriate name for your campaign.
• Choose Ongoing as the notification type.

There are 5 steps to successfully set up Automatic WhatsApp Notifications on Proactive Messaging:

Step 1: Specifying the trigger i.e. when should the message be sent

There are 3 types of triggers you can specify on Proactive Messaging:

1. After a user does an event: You might want to send a WhatsApp message to the user after they do an event:

1. Send immediately after the event.
2. Send with a delay of few mins / hours after the event.
3. Send the message only if the user does not do another event in a few hours/mins.

Examples of events:

• The user signs up on your website/app.
• The user abandons the cart on your website/app.
• The user abandons the cart but does not place an order for 2 days.
• The user places an order on your website/app.
• The order is shipped/delivered to the user.

2. After a user trait is updated: You might want to send a WhatsApp message to the user as soon as a trait gets updated.

Examples of user traits:

• Total Order Value till now.
• Name
• Email ID
• Lead Status

How to add/update user traits on Proactive Messaging:

• This can be done via our user track API.
• It can also be done via CSV upload.

3. Few minutes/hours after the date defined in a user trait: You might want to send a WhatsApp message to the user a few minutes after he has signed up a few days after his billing date.

How to add/update user traits on Proactive Messaging:

• This can be done via our user track API.
• It can also be done via CSV upload.

Step 2: Specify any additional filters on who should the message be sent to (optional)

You may choose to send the message to all those users for whom the trigger (defined above) is received. Or, you can add some additional filters as below:

Option A: Send the message only to users who have/don’t have a trait already.

Option B: Send the message only to users who have/haven’t done an event in the past already.

Option C: Send the message only to users who have opted in for WhatsApp notifications.

Step 3: Specify what is the message

‍Select the filter condition as ‘exactly’, type 1 in the text box, and select ‘hours’.

Click here to check out our 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 user would then have the trait value corresponding to him/her, in place of the variables. Trait values may be added for your users 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 users.

Step 4: Set the campaign live

You then need to schedule your campaign.

• Start Sending: You can choose to either send it out immediately or you can schedule it to start on a later date by using the custom date option.
• Stop Sending: You can also pick an end date of the campaign, or set it to continue indefinitely. (In case you have chosen to continue it indefinitely and want to pause the campaign later, you can do so by going to the specific campaign’s page.)

You then move on to the last step where you can choose to set your campaign live immediately or save it as a draft and continue later.

Step 5: Send the trigger

Your trigger will either consist of sending an event via APIs, or, adding/updating a user trait.

How to pass Events to Proactive Messaging

If you send the event from a custom-built website/app/CRM - use our API docs to incorporate the API calls in your system's code:

• If the user does not exist in your Proactive Messaging user list, you need to 1st call our user track API to add that user to your user list, or, you could also add that user via CSV upload.
• Then, you need to call our event track API to pass an event for that user, with relevant details of the event given in event traits.

For example: As soon as a user places an order on your website, you could pass an event named ‘Order Placed’ for that user, with details like - order number, order value, no. of items, etc.‍

If you have installed Proactive Messaging via Shopify - some events will be sent automatically from Shopify.

If you have a WooCommerce store - read this to know how you can get your WooCommerce integration set up to send events from your WooCommerce store

If you want to send the event from FB Leads / Zoho / any other platform etc. - fill out this form and we will help you set up the integration.

How to add/update user traits on Proactive Messaging:

• This can be done via our user track API.
• It can also be done via CSV upload.