CommBox enables you to reach out to a broad audience using WhatsApp campaigns.
What Is a Campaign?
A campaign allows you to send WhatsApp messages to thousands of end customers (subject to WhatsApp limitations).
Customer Distribution in a Campaign
In a campaign, you can communicate with a wide distributionโ not just a single conversation, but a conversation with a broad customer distribution.
The distribution option will be open after users are granted permission and will be carried out through the Compose window.
Note: To start a campaign with your audience, you must use the WhatsApp Message Templates, which WhatsApp must approve before starting a new campaign.How to Create a WhatsApp Campaign
1. From theย homepage, click theย Create a New Conversation icon on the upper left-hand side of theย Main Toolbar.
2. Once arriving at the New Conversation window, click the WhatsApp icon from the Conversation options:
3. Then select the relevant channel you wish to base the Campaign from.
4. Mark the Campaign checkbox.
Viewing Campaigns Data
Campaigns can only be viewed in the “Campaigns” option in the megaphone icon in the main side menu.
Now you will have reached the main area of theย Campaign Creationย interface.
From here, you can fill in all of the details required to run the campaign:
Campaign name –ย the name by which the campaign will be known and visible from the Campaign Overview window
Audience –ย the customers who will be targeted by the messages disbursed by the campaign.
To input the contact details of the intended audience of customers, you will need to import a contacts list. To do this, click on theย Import Contactsย button (seen in purple text below)
(If youโve already imported the list of contacts relevant, simply select it from the drop-down list displayed here and skip to theย Choose Templateย step)
Once clicking on Import Contacts, a pop-up window will appear (as seen below).
Click onย Download a file templateย (in purple text).ย This will automatically download aย .CSV file, appearing in the lower left corner of the screen.
You can open the file usingย Google Sheetsย orย Microsoft Excel, It will appear as seen below.
Fill in the requested information in the columns which have been pre-labeled.
Please ensure that the phone numbers entered in the phone1 column (mandatory) are typed in theย full country code format.ย
For example, in the number +972503456783,ย +972ย is the Israel country code.
Those are the columns that reflect the default customer details fields. If you have additional custom customer fields, and you wish to update your existing customers information or save new information with your new customers, you will need to write the โunique nameโ of the field on the top of the column. You can find the โUnique nameโ of all your custom customer fields, in the Custom Fields module.
Telephone numbers will be saved as new customers within the system. If there is additional data included such as names, emails or other existing user fields they will also be saved in the customerโs details.
Personalized Temporary Customer Information
If you choose to send a template with parameters, you can add additional columns to the file that can be used as personalized customer variables in the parameters. When uploading theย .CSVย file, you will need to write titles of additional columns and add the customers information under them.
Once you will upload the file you will be able to use this information only on that campaign message,ย this information wont be saved in the customer’s details. That can be used for temporary information such as an order ID or expiry date of a subscription plan. In the WA template section of this guide we’ll explain how to insert this information in the parameters and send it to your customers.
After filling out the relevant contact details, please make sure you Save the file in aย .CSVย format where it can be easily located and under a file name you will remember.
Now, return to theย New Campaign creationย interface.
Theย Import Contactsย pop-up window will appear again as seen below.
This time, click on theย Upload fileย button (in purple text). Locate the relevant file, and click on it. One youโve done this successfully, the pop-up will reappear as seen below.
Click on the Import button in the lower right corner.
If the import has been completed successfully, the following window will appear.
Make sure to check the box next toย Save as a new audienceย and enter a name to label the audience.
Once youโve done this, click on theย Continueย button.
Set the Content of your Campaign
Next, Select the desiredย Message Templateย from the drop down menu.
Add Custom Variables to the Campaign Audience
If you wish to use a template with parameters in your campaign, you can use any customer field that exists in your brand (only for existing customers) to personalize your message.
The information will be pulled from each customer information card, whether you used a pre-made audience or uploaded aย .csvย file, so make sure that all of your customers have information in the field you chose to insert.
You can also use temporary personalized information using additional columns in your file template (explained above).
In order to insert a customer field inside a template parameter, hover over the parameter, click on theย +ย icon, click on user properties and then you will be able to select a customer field out of a list of all existing and temporary user fields.
Schedule the Campaign
Once youโve selected the desired Message Template, you can set the properย Timingย andย Assign Responsesย settings.
There are 2 options for sending the Campaign:
1.ย Launch the campaign immediately so that it’s sent once you click on the launch campaign button.
2.ย Set a custom date and time for the launch.
When will the Campaign End?
The duration of the sending of the campaign depends on the amount of customers you send the campaign to, but when the sending is completed (there was an attempt to send the message to all of the desired customers) a 48 hour window will open (by default), in which responses to the campaign message will be considered as โcampaign responseโ and will not go throw the regular flow on of a message on that channel. After that time period will be over, campaign responses will be considered as regular messages and will get in the flow of a message on that channel.
For example: if the set time frame isย 3 days, and the customer replies to the campaign(s) messagesย afterย 3 days, a conversation will be opened in the system but will not be associated with the campaign.
- (Optional)ย You can also choose the bot script that will be linked to your Campaign so that when your customers respond to the chosen template, this specific bot will be triggered, instead of the main bot of your WhatsApp channel.
To change the default expiration time:
Click on the expiration time checkboxย 
Then you will be able to set the time and date of the expiration of your campaign. What enters before the set time frame will be considered a response to the campaign.
After choosing the desired settings, click on theย Create Campaignย button in the lower right corner.
The following window will appear. Verify that your WABA status is connected and that the amount of contact numbers to reach the tier limit is more than the amount of contact you are wishing to send the campaign to. For more information aboutย WhatsApp template message tiers and limits –ย ย https://developers.facebook.com/docs/whatsapp/messaging-limits
After verifying you are safe to launch the campaign, click onย Continue.
This is the final step before the Campaignโs Launch.
Provide an email address where you want to be notified when the campaign has been completed. After, clickย Launch.
The email will appear as seen in the screenshot below.
Thatโs it! You have now created and launched your first WhatsApp Campaign!
Campaigns Overview and Metrics
In order to check the status of the Campaign, click on theย loudspeaker iconย on theย Main navigation menuย (highlighted inย purpleย in the screenshot below)
When you already have many existing campaigns, your Campaigns page will look like this:
Each Campaign will have a metrics summary, showing:
Name:ย the name that was given to the campaign (If a name has not been given the time and date of the sending will be the name.
Sent:ย The number of Message Templates that were effectively sent.
Replied:ย The number of customers who replied to the campaign.
Time left:ย The amount of time the campaign has left to be active (Not expired).
Duration:ย the amount of time that campaign was live (from the first message sent to the expiration time).
Audience:ย The name of the save audience (if it exists) and the amount of customers it represents.
Channel:ย The name of the channel the campaign was sent in.
Script:ย the name of the script that is connected to campaign responses.
Status:ย the status of the Campaign. These include:
- Done –ย sending is completed
- Scheduled –ย Sending time is scheduled
- Canceled –ย the campaign was canceled before it was completed.
