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Create Workflow Campaign

Overview​

Workflow campaigns in Chakra allow you to create campaign sequences or drip campaigns. These let you schedule a series of WhatsApp messages to be sent to customers at specific points in their engagement journey. With smart decision nodes and automated removal options, you can tailor the experience effectively.

Steps to Create a Workflow Campaign​

1. Navigate to Campaigns Tab​

Go to the "Create Campaign" button in the Campaigns tab.

2. Set Campaign Details​

Add a campaign name and select the "Workflow Campaign" option under Campaign Type.

Create a Campaign

3. Add a WhatsApp Message Step​

In the campaign builder, click the + icon and choose "Send WhatsApp Message".

Campaign Step in Builder

4. Configure the Campaign Step​

The campaign step drawer opens on the right. Click on the "Campaign Step" section.

Configure Panel

5. Enter Step Details​

  • Add a Step name.
  • Set "To" (Phone Number/Lead).
  • Select WhatsApp Plugin and Phone Number if needed.
  • Choose the desired template.
  • Preview the template in the template view (Note: Approved templates cannot be modified here).
Configure the Campaign Step

6. Add Template Variables​

Include template message body variables (e.g., image upload, personalized name, etc.).

Add body variables

7. Set Step Execution Time​

Choose the step execution time under "When" (Immediately, At Relative Time, or At a Scheduled Time).

Schedule Campaign When

8. Configure Business Hours​

Add Business Hours settings to send messages only during set times.

Add Business Hours

9. Add Decision Nodes​

Use the + icon in the builder and select "Take Action" to configure branching points. Set rules or conditions (e.g., Message Read, Replied, Delivered, or NOT) to direct the campaign flow, allowing actions like Remove from Campaign or Send a different message based on previous step behavior.

Add Action Decision Node

10. Add More Campaign Steps​

Build the rest of the campaign sequence flow as needed.

Add all Campaign Steps

11. Save & Activate Campaign​

Once the builder flow is complete, click Save and toggle the campaign to Active.

Save and Active Campaign
  • The campaign is now ACTIVE.

12. Add Leads to the Campaign​

  • In the Leads tab, select specific leads or use "Select All" to choose leads.

Steps to Add Leads to a Campaign​

Adding Leads to Campaign Steps

Select the Campaign and click Add​

Select a Campaign

Select ALL Leads​

Add All Leads

Use Lead Filters​

Use Date filter or Lead filter by attributes to shortlist relevant leads for the campaign

Filter Leads

13. Track Campaign Performance​

Monitor campaign metrics in the Summary tab and check granular steps in the History tab.

Track Campaign Summary

Additional Notes​

  • Ensure templates comply with WhatsApp policies.
  • Track Message Delivery performance for every executed campaign step
  • Regularly review campaign performance to optimize results.

For further assistance, contact support or refer to additional resources.