Campaigns

Campaigns on Engati, offer rich capabilities to design and build automated marketing campaigns to nurture your leads as well as handle a number of re-engagement use-cases.

A good way to understand campaigns is to think of it as similar to email drip campaign but with messaging for the chatbots. With increased flexibility around user segment targeting based on subscriptions as well as greater control over timing of successive messages for a specific user, campaigns is a significant step up on the Broadcast capabilities. This makes use of campaigns a perfect setup for optimising conversions via chatbots.

Campaign Management as a capability is available to Engati customers under Business Plan or higher.

Engati provides Campaign Support for a good range of Chatbot Channels including

Campaigns can be managed from the Broadcast > Campaigns menu option

In this workflow, you can see a list of all your setup campaigns as well as create one via the "Create Campaign" option.

Each campaign entry displayed here also shows the number of subscribers for each campaign as well as the messages sent as part of this campaign. You also have the option to view, rename or delete a campaign from here.

Once a campaign has been created, comes the part of adding steps. On clicking on the "View Campaign", you go to the campaign editor where you can manage each step/message of a campaign.

Type : allows users to define the type of step they want to create. The two options available are “Send a message” and “Path.”

Campaign Message: This field allows users to enter the message they want to send to their target audience. This field supports rich text formatting, so users can add bold, italic, and underlined text, as well as insert links and images.

Sequence: This field allows users to specify the order in which the steps in their campaign will be executed.

Schedule: This section allows users to specify when their campaign will be sent. The two options available are “Immediately” and “Delay.”

Delivery On: This section allows users to specify the days on which their campaign will be sent. The two options available are “Any Day” and “Select Days.”

Engati allows you to easily subscribe or unsubscribe users interacting with the chatbot to specific campaigns. This allows you to easily target the campaign broadcasts to specific segments of users who have subscribed to a particular campaign.

To aid with campaign subscriptions, the below conversation flow nodes are available :

The usage of these nodes is in line with their naming and allow you to subscribe or unsubscribe a user to/from a campaign based on a conversation flow that they go through.

You can download the campaign subscribers as a CSV file. This would include data around the user (id, name, email, number as available) as well as other information like channel, subscription timestamp, etc.

Once a campaign is live, you also get to track how many messages were sent, delivered and read by your chatbot users.

Note that delivery and read receipts tracking is a channel-dependent feature and might be inconsistent if there are multiple channels configured including some that don’t provide this data

As part of the Campaigns, users will be able to download the subscriber list by clicking on the subscriber count as highlighted in the image. The downloaded file will be available as a csv and will have the following information,

Campaigns allow automating broadcast messages across channels. Benefits include scheduling capabilities, personalization, performance tracking, and multi-channel support. By setting up campaigns, you can efficiently send tailored messages that engage users without manual effort. Campaigns provide advanced yet easy broadcasting to drive growth.

If you face any issues or queries please reach out to us at [email protected]