Setup

Refer to the table below for details on the sections available under Setup.

The Advanced section has the following features:

1. Conversion Goals
   Add conversion goals to monitor key business metrics and measure the success of your Web message campaign. You can track one conversion goal per campaign. Select any event as a conversion goal activity according to your objectives.
   For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event: Product Search, Product: Shoes).

• Event name: From the dropdown, select the event you want to count as a conversion, such as a Product Purchase or add-to-cart.
• Specify payload parameters: You can define the conversion event payload criteria and add up to five customizable parameters. For example, specify a Purchase event when the product price exceeds 10,000.
• Conversion Window: This option defines the time frame for successful actions after interacting with your campaign.
• Revenue Parameter: Select this option to assign a value to each successful action for tracking financial impact.

2. Deduplication: Deduplication ensures that each contact receives only one WhatsApp message per campaign. It prevents multiple messages from being sent to the same person. This feature automatically detects and removes duplicate entries in your contact list. It avoids annoying your contacts with repeated messages and optimizes your campaign's reach. You can toggle this option to enable.

Audience

The Audience section lets you select who to target your WhatsApp message. It has the following sections:

Choose a specific segment or list to define the campaign audience. Pick up to five user segments or lists. Use for targeting based on historical behavior captured by server-side user segments. Target Audience has the following options:

• All Contacts: Target all users in your contact list when creating campaigns for broader outreach.

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All Contacts Setting

Admin users of the Netcore CE dashboard can disable the All Contacts option, if they prefer not to send a campaign to all contacts. This option is enabled by default, making the All Contacts option selection accessible. However, admin users can change it as needed.

To enable or disable the feature, navigate to Profile > Account Configuration > All Contact Enable/Disable >Active / Inactive.

• Segments/List: Select from pre-defined lists or segments to target specific contacts. Search for the desired segment or list by name and add it to your campaign.

Exclude Contacts

Select segments or lists to exclude specific users from your campaign. You can choose up to five segments or lists for exclusion.

Content

After the basic Setup and defining the target audience, Content is the section where you can select and edit your meta-approved WhatsApp template.

Refer to this document to create a WhatsApp template.

Send Test Message

Select the Send Test SMS option to preview your SMS before sending it to users.

Refer to the table below for details on the sections under Send Test SMS.

Schedule

You can create and preview your WhatsApp campaign and then schedule your campaign.

Refer to the table below for details on the sections under Schedule campaign.

Contact Limit

The Contact Limit feature in WhatsApp campaigns allows marketers to communicate in smaller chunks over an extended period. This helps manage costs and control the reach of each campaign efficiently. You can control message delivery during the warm-up phase to avoid resending the same content to the same users.

This is an approximate count of users to whom this campaign would be sent. This excludes users who have uninstalled the app, opted out of receiving notifications, or have stale tokens. The final count may vary due to blacklists, suppressions, frequency capping, etc.

The tabs present under Contact limit are:

• Reachable count: Total number of contacts that can be reached.
• Set contact limit: Number of contacts already reached.

Edit Contact Limit after Campaign is Sent

If the campaign was sent with a contact limit, you can edit the limit even after the campaign has been executed. Follow the steps given below.

1. Navigate to the campaign and click the Edit button (available only if a contact limit was set).
2. You will be redirected to the Schedule screen. Here, you can change the contact limit, send time, or other scheduling parameters.

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Disabled Tabs

The Setup, Audience, and Content tabs are locked. You can only view their details through the Summary tab on the right.