WhatsApp Campaigns

How to set up Campaigns.

Introduction.

Your AI Agent is the perfect host for your Web, WhatsApp, Telegram... but what if you need to send it to talk to your contacts, instead of receiving them?

Start and Continue Conversations with your WhatsApp contacts automatically with your Agent IA Pro or higher.

Thanks to Caleida Campaigns, you will revolutionize your marketing and communication campaigns through Automated Conversations. You will be able, for example, to reactivate your users with an intelligent conversation, not a message.

In this tutorial, we will show you how to set up Caleida Campaigns step by step. Remember that beforehand, you will need to have an Agent AI configured and integrated into WhatsApp Business.

1. Customizing Message Templates.

In order for Campaigns to work properly, the first thing we need to do is to replace the hello_world template set by default in our Meta for Developers.

Remember that this template will be the first message of your Agent, so you must edit it to your liking and measure .

To do so, you must follow the steps below:

1. First, go to Meta for Developers.

2. Go to WhatsApp > API Settings in the side menu and once here, look for step two called "Send messages with the API " and click on the word "here", which appears on the right side to create a custom template.

1. In this page we will be able to observe all the templates that we have created, in this case only the default template hello_world. is available.

2. When we have accessed, we will click on the blue button located at the top right called "Create template".

1. Then, you only have to choose the category and click on "Continue".

1. Once you have filled in all the data, you will be able to customize the template as you wish.

2. On the right side, you can preview how the message will look in WhatsApp.

3. Once created, you only have to click on the "Send " button and you will have your new WhatsApp message template configured.

2. Create the Campaign.

Once the template is customized we are going to create the Campaign from the Caleida Dashboard.

1. Choose the AI Agent you want to start the Campaign with and go to the Campaigns section in the left side menu. Important: if you do not have your Agent properly integrated in WhatsApp Business, you will not be able to access this section.

1. Click on "+ Campaign".

2. Fill in the different data needed to create your Campaign:

   a. Name of your Campaign.

   b. Description. Instruction.

   c. WhatsApp Business Template.

2.2 Establish Campaign Objectives

Well, this point is very important. Your Agent will use the Instruction you have chosen (same template and same Knowledge Base), but you must replace its Main Objectives. This is so, because we understand that the objectives may be different if the Agent has to receive someone and have a conversation than if the Agent has to initiate the conversation, as it is in this case.

We recommend that you list the objectives in order of priority and be specific with each of them.

2.3 Set Retry Messages (optional)

You have the option to set up to three retry messages for those contacts who do not respond to the template conversation start message. One at 24h, one at 48h and one at 72h.

2.4 Add a Test Contact.

Your Test Contact will be the user to whom you will send your Campaign to test, just like the IA Agent, the results of your Instruction and Objectives definition. You will have to fill in:

• Name.

• Email: it is not necessary for the performance of the Campaign (it is through WhatsApp Business) but it can help you if your database is sorted according to this field.

• Phone number.

• Notes: this is the particular context of your contact and will be used by your Agent. For example, if it is a car purchase Campaign, in 'Notes' we would put that the user got stuck in the middle of the purchase process of a Seat Ibiza.

3. Campaign Details.

Once created, you will be able to edit the Campaign as many times as you want by clicking on "Edit". Remember that once planned, you will not be able to make changes.

This screen shows the general status of the Campaign, access to the Contacts Import, a series of basic control statistics and a list of contacts in the form of a table. We will explain the different columns present:

• Action: action you want to perform relative to the contact.

  • Chat: the complete conversation that this contact has had with the Agent and an Intelligent Analysis of the conversation (you can also access from the Conversations section).

  • Edit: you will be able to change the particular data of the contact.

  • Delete.

• Name

• Phone number

• Retry: times the Agent has tried to contact that contact (maximum 3).

• Status:

  • Draft: the campaign is in draft status.

  • Active: no response has been received from the contact yet.

  • Terminated: the conversation is terminated because the objective of the campaign has been reached or not.

  • Cancelled: the campaign has been cancelled.

• No. Resps: number of responses from the Agent.

• Objective: reached or not reached.

• EndDate: time when the Agent ended the conversation and its reason ("i" button).

3.1. Statistics, Conversations and Intelligent Analysis.

As with your AI Agent, you will be able to access the Chat History and Smart Analytics of your Campaigns by accessing the corresponding sections and activating the Campaigns filters.

On the other hand, in this screen you will have different interesting metrics to work with:

• Response Ratio: number of contacts who have responded for every hundred conversations initiated.

• Total Contacts: total contacts added to the campaign.

• Total Responses: sum of all Agent responses.

• Concluded: contacts with whom the conversation has been concluded.

• Pending Responses: contacts that have not yet responded.

3.2 Test your Agent.

To test your Agent, you must have added a Test Contact in Step 2.4. If you did not do it at the time, you can do it now by clicking on the purple button on the right side of the screen "+ Add Test Contact ".

Important: remember that you will not be able to add this contact as a contact for the Campaign afterwards.

Once the test contact is added, the previous button will be replaced by a "Send test message" button, click it and start chatting with your Agent in the pop-up chat that will open.

Test your Agent before starting the Campaign. Only you can determine the Instruction errors and Campaign Objectives, so we recommend you spend some time performing as many tests as necessary until you get the result you want.

Note: we recommend that you interact as a normal user would. Try to keep the conversation as real as possible according to your Campaign Objectives. If something doesn't fit and you want to modify the objectives, you can do it at any time by clicking on the "Edit " button next to the green "Plan campaign " button.

3.3 Importar los contactos desde un CSV o individualmente.

Puedes tanto importar un archivo CSV con los datos de tus contactos haciendo click en “Importar contactos” como añadirlos manualmente uno a uno haciendo click en “+ Agregar contactos” donde los únicos requisitos obligatorios son añadir un nombre y un teléfono pero puedes añadir un correo y notas para poner el contexto al Agente.

In the case of a CSV Import, you must include the following columns:

• Name (required)

• E-mail (required)

• Phone (required).

• Note: the particular context of the contact, as we have seen before.

• custom__[property-name]: you can add as many columns of custom fields as you need (age, license plate, marital status, etc). They will also feed the Agent with particular information.

Important: it is mandatory to include 'NAME' and 'PHONE', otherwise the contact will not be imported. Remember that the note column is intended to include additional information about the contact.

If your WhatsApp Template featured 'Placeholders' and you have defined them as 'Custom Fields' during your Campaign Setup, these will be included in your CSV and will be custom user properties that will be used by the Agent.

Download the template to check that everything is correct.

3.4 Plan the Campaign.

Once all the contacts are added, click on the green "Plan campaign" button on the right side of the screen and set the date and time for the start and end of the campaign (minimum one day duration of the campaign).

Important: once the campaign is scheduled it cannot be modified.

4. Campaign Monitoring.

Once your Campaign has been planned and started, you will be able to individually monitor each of your Agent's Conversations with your Contacts. To do this, click on "Options " on the contact you want to observe and a drop-down will open with three options.

Control the Statistics, review your contacts and access the Smart Analytics; as well as activate the filters you want within the Control Panel to see in detail the results of your Campaign.

So far this tutorial on how to set up Campaigns. Remember that if you have any questions, you can contact the Caleida team through the email [e-mail].