A. Email campaigns

B. Drip Campaigns

A. Email campaigns

Remember that you can send a campaign via email from the CRM and from the Witei Advertising tool.

  • From the Contact List:

    1. Enter CRM and where you will find all your contacts.
    2. Select the clients to whom you want to send the Campaign.
    3. Apply mass action.
    4. Fill in the Campaign details.
    5. Create and adapt the Campaign design.
    6. Send the Campaign.

  • From the Advertising tool:

    1. Access Email Campaigns.

    2. Create a new Campaign.

    3. Fill in the Campaign details.

    4. Add the saved Search of Contacts to whom you will send the Campaign.

    5. Create and adapt the Campaign design.

    6. Send the Campaign.


B. Drip Campaigns

1. Using the filters, create a customer's group with the customers you want to receive the campaign and save the search.

To create a customer´s group you have to go to the customer list, apply the filters you need and save the search. Once you save the search, you will see the option to create a customer´s group as you can see below:

New customers customers will join the segment automatically.

2. Then go to Marketing> Drip campaign> Click on "Create drip campaign".

3. Select the name of the campaign and the customer´s group you want to use previously created.

4. Click on "add email" and create it.

5. You can edit the campaign as you like.

6. When you save the email, it will be in a paused state so that it is sent, click on Activate.

7. To see the report of the sent email, click on "View report".

8. You delete it by clicking on the three points and "Delete email".

9. After creating the first email, you can create many more and place a condition, when that condition is met, the next email will be sent automatically.

To create these campaigns you must have permissions to do so. If you don't have it, you must request that an administrator from your office give it to you and follow the instructions that we share with you in this article on User Management.

IMPORTANT:

  • If the campaign has already been sent, it will not be possible to edit the campaign once it has been sent to a set of contacts. You will only be able to view the report for that specific campaign as follows:
    1. Access the Advertising tool
    2. Click on the name of the sent campaign
    3. You can view the report of the campaign sent

  • If you want to save time and reuse the previous campaigns you have sent at a later time, you have the option to use the recently edited campaigns as follows:
    1. Create new campaign
    2. Configure the campaign delivery details
    3. Reuse the layout used for a recently edited campaign

If you have any questions, contact us by chat!

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