Building a Ongoing Campaign

Sometimes, outbound bots need to reach out to contacts automatically based on a trigger action originating from a third-party system. Hence, making your outbound bot active all the time makes it easier to cater to such incoming requests.

Applications of ongoing campaigns:

As long as you have the customer database stored on your CRM, you can run any kind of campaign. You will require a template for the promotion or engagement that you want to send.

Some of the most common use-cases for ongoing campaigns include:

• Transactional messages

• Feedback Survey

• Product Announcements

• Invoices

• Product offers

• Monthly newsletters

• Onboarding or Welcome messages

Pre-requisites:

• WhatsApp Business API

• SMS API

• Email Service Provider Details

Setting up the ongoing campaign:

Creating an outbound bot:

1. Go to the ‘Bot Builder’ section and click on ‘Build a Bot -> Build an Outbound Bot’.

   
2. Select ‘Ongoing’ campaigns, since the campaigns will run continuously.

   

You can even choose ‘One-off’ if you plan to send the message to those contacts only once

Invoking the web-hook:

There are two ways in which you can upload your contacts:

1. Through Webhook URL

2. Choose from a list

The second option will show a list of contacts generated and stored in ReplyCX database.

These contacts by the inbound chatbots which you may have created and deployed

In order to run the campaign, you will need to call the ReplyCX’s web-hook URL and pass the data that is to be used while sending the campaign.

Some popular CRM tools through which you can invoke the web-hook URL:

• Via your system

• Make.com

• Postman

• Zapier

Web-hook prerequisites:

• Web-hook URL

• Authorization Token

• Third party CRM tools like Make.com, Postman, Zapier, etc.

Web-hook URL:

You will be able to find the web-hook URL from the ‘Trigger’ action block.

Saving the data into variables:

In order to successfully send the messages to your contacts, first you need to save the contacts on ReplyCX. You can do that by saving the responses received on the web-hook into variables on the ‘Trigger’ action block.

You can create the variables and map them with the object path under the API response fields. These variables can be used while creating templates for dynamically replacing it with actual values, similar to mail merge.

One of the most important factors to be addressed is the variable that will be used as a phone number. It needs to be correctly mapped with a field that contains the phone number.

Create the bot flow and deploy the campaign:

Once the configuration is completed, you can send WhatsApp, SMS and Email Campaigns.

You can create the campaign flow the similar way in which you have created for one-off campaign. Just add the messaging block of your choice and configure the action-block.