📶Campaigns

The Send New Campaign screen in the WhatsApp module for Perfex CRM enables users to create and launch message campaigns for leads or clients.

Key Sections:

1. Campaign Setup:

   • Campaign Name: Enter a unique name for easy tracking.

   • Relation Type: Choose the audience type (e.g., Leads).

   • Template: Select a predefined message template.

2. Recipient Selection:

   • Choose individual leads or select all.

3. Scheduling:

   • Scheduled Send Time: Set a specific time, or toggle to send immediately.

4. Variables:

   • Display merge fields for personalization (if available).

5. Preview:

   • See a sample of the message as it will appear to recipients.

After configuring, click Send Campaign to start sending messages.

The Campaigns Overview screen in the WhatsApp module for Perfex CRM provides a summary of all created campaigns. Here’s what each column represents:

• #: Sequential identifier for each campaign.

• Campaign Name: The unique name assigned to each campaign.

• Template: The specific message template used.

• Relation Type: Identifies the target audience, such as "Leads."

• Total: Total number of recipients for the campaign.

• Delivered To: Number of successfully delivered messages.

• Read By: Number of recipients who opened the message.

• Actions: Options to edit or delete the campaign.

Click Send New Campaign to initiate a new campaign.