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Mass Marketing Overview

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What is Mass Marketing?

The Mass Marketing system allows users to send WhatsApp messages to multiple customers at scale. It provides tools for creating targeted campaigns, setting up automated messaging based on e-commerce events, and managing message templates.

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Core Components

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1. Campaigns

Purpose: Create and send one-time marketing messages to selected audiences Key Features:
  • Template-based messaging
  • Audience targeting and filtering
  • Scheduled sending
  • Performance tracking and analytics
  • Draft saving and campaign management
Use Cases:
  • Promotional announcements
  • Product launches
  • Seasonal offers
  • Event notifications
  • Customer surveys

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2. Automated Campaigns (Event-Driven)

Purpose: Set up automated WhatsApp messages triggered by e-commerce platform events Key Features:
  • Platform integration (Shopify, Salla, Zid)
  • Event-based triggers (orders, checkouts, cart abandonment)
  • Dynamic content mapping
  • Audience filtering
  • Delayed messaging options
Use Cases:
  • Order confirmations
  • Shipping notifications
  • Cart abandonment reminders
  • Payment confirmations
  • Customer follow-ups

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3. Templates

Purpose: Create and manage WhatsApp Business message templates Key Features:
  • Visual template builder
  • Multiple template types (Standard, Interactive)
  • Variable mapping
  • Media support (images, documents, videos)
  • Approval workflow integration
Use Cases:
  • Marketing messages
  • Transactional notifications
  • Customer service templates
  • Promotional content

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Main Pages

  • Campaigns List (/campaigns): View and manage all campaigns
  • New Campaign (/campaigns/new): Create new campaigns
  • Campaign Editor (/campaigns/edit/[id]): Edit existing campaigns
  • Campaign Viewer (/campaigns/view/[id]): View sent campaign details
  • Automated Campaigns (/event-campaigns): Manage event-driven campaigns
  • Templates (/templates): Manage message templates

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User Interface

  • Status Filters: Filter campaigns by status (Active, Draft, Closed)
  • Search and Filtering: Find specific campaigns or templates
  • Performance Metrics: Track delivery rates, open rates, clicks
  • Pagination: Navigate through large lists of campaigns

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Campaign States and Lifecycle

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Campaign States

  • Draft: Campaign is being created but not yet sent
  • Active: Campaign is currently being processed or sent
  • Sending: Campaign messages are being delivered
  • Completed: Campaign has finished sending all messages
  • Closed: Campaign has been archived or stopped

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Event Campaign States

  • Draft: Campaign is configured but not activated
  • Active: Campaign is running and triggering on events
  • Paused: Campaign is temporarily stopped
  • Failed: Campaign has encountered errors

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Key Concepts

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Templates

WhatsApp Business templates that must be pre-approved by Meta before use. Templates define the structure and content of messages including:
  • Header (text, image, video, document)
  • Body text with variables
  • Footer text
  • Interactive buttons

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Audience Targeting

Methods for selecting who receives campaign messages:
  • All contacts
  • Custom audience with filters
  • Specific customer segments
  • Event-specific recipients (for automated campaigns)

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Variable Mapping

Dynamic content insertion where template variables are replaced with:
  • Customer information (name, phone, etc.)
  • Order details (product, price, etc.)
  • Event data (order number, shipping info, etc.)
  • Custom business data

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Performance Tracking

Metrics for measuring campaign effectiveness:
  • Delivery rates
  • Read/open rates
  • Click-through rates
  • Conversion tracking
  • Cost analysis

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Integration Points

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E-commerce Platforms

  • Shopify: Order events, checkout events, cart abandonment
  • Salla: Order notifications, customer engagement
  • Zid: Automated customer communications

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WhatsApp Business API

  • Message delivery through official channels
  • Template approval and management
  • Compliance with WhatsApp policies
  • Rate limiting and quota management

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AI Agent Integration

  • Automated responses to campaign replies
  • Conversation handover capabilities
  • Context-aware follow-up handling

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Best Practices Overview

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Campaign Management

  • Test templates before launching campaigns
  • Start with small audiences for new campaigns
  • Monitor delivery rates and adjust timing
  • Maintain clean customer lists
  • Respect unsubscribe requests

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Template Design

  • Keep messages concise and clear
  • Use compelling call-to-action buttons
  • Include relevant customer information
  • Follow WhatsApp guidelines for approval
  • Test templates across different devices

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Automated Campaigns

  • Choose relevant triggers for your business
  • Map variables accurately to event data
  • Set appropriate delays for follow-ups
  • Monitor trigger frequency and adjust filters
  • Test webhook integrations thoroughly

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Common Workflows

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Creating a Regular Campaign

  1. Select a template
  2. Personalize content and variables
  3. Choose target audience
  4. Schedule or send immediately
  5. Monitor performance

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Setting Up Automated Campaigns

  1. Connect e-commerce platform
  2. Select trigger event
  3. Choose message template
  4. Map variables to event data
  5. Configure audience filters
  6. Set delays and activation

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Template Management

  1. Design template structure
  2. Add content and variables
  3. Submit for approval
  4. Monitor approval status
  5. Use in campaigns once approved

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Compliance and Guidelines

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WhatsApp Policies

  • Use only approved templates
  • Respect opt-out requests
  • Follow content guidelines
  • Maintain message quality standards
  • Monitor delivery and engagement rates

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Data Privacy

  • Obtain consent for marketing messages
  • Protect customer information
  • Provide clear unsubscribe options
  • Comply with regional regulations (GDPR, etc.)
  • Maintain audit trails