Chatman : WhatsApp Automation Platform
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  1. Chatman Functions
  2. Campaign

Drip Campaign

PreviousRecurring CampaignNextPost Campaign Trigger

Last updated 1 year ago

Drip campaigns are sequence of automated messages sent to a group of people. The messages are planned ahead and have a certain purpose. Drip campaigns help to build relationships with potential or existing customers and lead them to complete a desired goal.

Use Case

E-commerce Sector:

What happens: Your customer wants to buy something online but doesn’t finish the order.

What your customer get:

  • Message 1 (1 hour later): A message to remind of what he/her left in the cart.

  • Message 2 (24 hours later): A message to show him/her how good the product is and why he/she need it.

  • Message 3 (48 hours later): A message to give him/her a special price if he/she buy it soon.

Edu-tech Sector:

What happens: A customer join your online learning website.

What your customer get:

  • Message 1 (immediately): A message to welcome and tell him/her what the website can do.

  • Message 2 (3 days later): A message to help find him/her way around the website and choose courses.

  • Message 3 (7 days later): A message to show a popular course or teacher that he/she can get for less money.

Automobile Sector:

What happens: A new car model is coming out.

What your customer get:

  • Message 1 (same day): A message to tease with a glimpse of the new car.

  • Message 2 (1 week later): A message to tell what the car can do and how it looks.

  • Message 3 (2 weeks later): A message to invite to order the car before anyone else and get some extra benefits.

Health Sector:

What happens: A customer sign up for your health and wellness newsletter.

What your customer get:

  • Message 1 (weekly): A message to introduce him/her to the newsletter and give a wellness tip.

  • Message 2 (10 days later): A message to suggest a healthy recipe or exercise routine.

  • Message 3 (3 weeks later): A message to let him/her join a webinar on mental health.

Banking Sector:

What happens: A customer is interested in financial planning services.

What your customer get:

  • Message 1 (immediately): A message to introduce him/her to the bank’s financial planning services.

  • Message 2 (2 weeks later): A message to tell him/her how to make a budget and set financial goals.

  • Message 3 (1 month later): A message to invite him/her to talk to a financial advisor.

Before we start with the steps to create a one-time campaign; two notable points are:

  1. You need to have a set of audience, i.e. a created segment to whom you want to target. In case you don't, create a segment .

Campaign can run with any segment whether static or live.

  1. An approved template tailored to your targeted audience and the campaign goal. If you don't have, create a template .

If you have a template and it is not approved, you will not find it while selecting templates in the below procedure.

Steps to Create a Drip Campaign In Chatman

Let's say you're in a e-commerce business, a customer added a product to the cart and left. So using a drip campaign you can send them reminder, then highlight the benefits and then offer a special price for the product so that they buy.

  1. Create Campaign:

  • Start by giving a name to your campaign. This helps in identifying and managing different campaigns easily.

As per the above scenario the best suit name is Cart reminder.

  1. Select Drip Campaign

  • Choose the type of campaign as "Drip Campaign." This implies that the multiple campaigns to be sent at specified date and time.

  1. Select Audience:

  • Target a specific audience or combine several segments as the target audience. Choose from a dropdown list of pre-made segments.

You can add multiple segments by clicking on '+' button.

We already created a live segment named 'cart reminder' for a specific product, which gets updated automatically, and the campaign runs as scheduled.

  1. Provide a Drip name.

  • Enter a drip name to distinguish from other drip campaigns scheduled at the same time.

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For the scenario above, we can name our first drip as Product reminder.

  1. Set a Delivery time.

  • Decide when to deliver your campaign.

Delivery Time Options

Choose custom date when you want the campaign to get in action at a specific date.

  • Specify the date you want the message to be delivered.

  • Choose a specific time for the delivery.

Timezone

Select whether to deliver the message in the user's time zone or the project's time zone.

  • User's Time Zone: The campaign gets launched as per the user's time zone. Say you have a customer from the USA, you have set the campaign launch date and time as 12:00 pm, 03.02.24 . So, the customer will receive the campaign when in the USA the time reaches as specified and not as per your location.

  • Project's Time Zone: The campaign launch date and time will depend on your location.

Let's set the campaign for immediate delivery.

  1. Choose Message Template:

  • Select the message template that your recipients will receive. Choose from a dropdown list of pre-made templates.

Set Attributes

Set attributes that will replace the dynamic field {{ }} available in your header or body of the template. For, e.g., for personalization, you can replace it with the customer's first name, for the same select user attribute>first name.

Here is what all the attributes means:

The Set attribute option is available only when the selected template has dynamic variables in it.

We created a template called 'cart reminder,' so we selected it and set the attributes as first names for both the header and body.

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  1. Post Campaign Trigger (Optional):

  • Optionally, set up post-campaign triggers to update attributes, manage segments, and implement a "Do Not Disturb" (DND) policy based on the selected event. Use conditional logic based on events such as sent, delivered, read, failed, or replied.

Different Events
  1. Notification Send

  • Sent: Trigger the action when the notification is sent to the user.

  • Delivered: Trigger the action when the notification is successfully delivered to the user's device.

  • Read: Trigger the action when the user has read the notification.

  • Failed: Trigger the action when the delivery of the notification fails.

  1. Notification Replied

  • Button Reply: Trigger the action when the user replies using predefined buttons (buttons in template are entered as value).

  • Text Reply: Trigger the action when the user replies with free-text input.

Let's say we want to unsubscribe all the customer who tap 'Buy now' button in the template.

So we select Notification reply>Button reply and enter the value as Buy now and select unsubscribe and choose the segment name as 'Cart Reminder.'

You can add maximum two filter, one from each notification send and notification reply.

You can add multiple 'Post campaign trigger' by clicking 'add another event' and repeating the steps to create the 'post campaign trigger.'

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  1. Create Multiple Drips

  • If you want to create multiple campaigns, simply tap 'Add drip' and repeat the steps 4,5,6 & 7.

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  1. WhatsApp Optin

  • Choose to send the campaign only to customers whose "WhatsApp Opted" status is true. This is a recommended practice. Toggle it on.

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  1. Campaign Summary

  • A summary of your campaign details will be displayed on the right-hand side, including the campaign name, type, schedule, chosen audience, and selected template.

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  1. Launch

  • Review the campaign details and click on "Launch campaign" to launch the triggered campaign.

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You can access the detailed Report of the campaign in the Action Column of the Campaign Page.

Post Campaign Trigger
Campaign Report
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