Create a Workflow Campaign

Overview

Workflow campaigns are automated, multi-step campaign sequences triggered by specific user actions or behaviours, rather than just one-time manual sends. Chakra Workflow campaigns enable your to do varied set of workflow campaigns

• Drip Campaigns
• • Lead Nurturing
  • Welcome & Onboarding
  • engagement
• Conditional Campaigns
• • Event-based Triggers
  • Conditions based channel switch
• Multi-Channel Campaigns
• • Email, WhatsApp, SMS

Create Workflow Campaigns

Add a Workflow Campaign

• Go to Campaigns tab
• Click + Create Campaign
• • Add a Campaign Name
  • Choose the Campaign Type
  • • WhatsApp Broadcast Campaign
    • Broadcast Campaign (Legacy)
    • Workflow Campaign
• Click on Create

Configure Workflow Campaign

Access the create campaign from the Campaign list. A builder open up to configure the campaigns steps.

• Click the ⊕ button (between Start and Stop bubbles)
• Add the Campaign Steps (among the follow)
• • Send Email (to send an email)
  • Send WhatsApp Message (to send a WhatsApp message)
  • Send SMS (To send an SMS)
  • Take Action ()
  • • Send Message
    • Notify Users
    • Add To Campaign
    • Remove From Campaign
    • Update Process
    • Create Task
  • Update Lead
  • Create Task
  • Loop
• Add other campaign steps by using the ⊕ button at relevant nodes

Configure Campaign Steps

Each added step of in the campaign builders needs to be configured separately

• Click on the Campaign Step
• Configure the Campaign Step Details in the right side drawer
• For Send Message/Email/SMS
• • Step Name
  • To Field (Recipient contact) in Chakra Leads
  • Plugin selection
  • Template selection
  • Template Subject (pre-populated if available on template selection)
  • When (Campaign Step Trigger Time)
  • Enable Business Hour Settings

Likewise configure the campaign step setting for other type of nodes.

How to add existing leads to campaign

You can add existing leads to a campaign as follows

• Go to Leads tab
• Select the Leads to add to the campaign
• Click the ✎ action button (from right top of lead list)
• Click Add To Campaign
• • Choose Campaign from the dropdown popup
  • Click Add