TailorTalk Campaign Guide

TailorTalk's campaign feature empowers you to efficiently reach multiple leads via personalized WhatsApp messages. Your TailorTalk Agent will handle the entire campaign workflow, from message personalization to response management.

Step 1: Uploading Your Contact File

Start by uploading your contacts in an Excel (.xlsx) or CSV file format. Ensure your file includes the following format:

• Mandatory Columns: Include the contact column to ensure messages can be sent successfully.
• Optional Columns: Add extra columns such as name, city, business, or any other custom fields to personalize messages effectively.

Step 2: Choosing Your Message Type

Your TailorTalk Agent gives you two ways to send your campaign messages:

Option A: Using Pre-Approved Templates

You can use existing WhatsApp-approved message templates. Simply select Template and pick the desired template from the dropdown.

• To create a new template, click Create new template and design your message from the WhatsApp Manager. Templates must be approved by WhatsApp before use.
• Important: Ensure you do NOT include any variables in your selected template, as variables are currently unsupported.

Option B: Using AI-Generated Prompt Messages

Alternatively, Your TailorTalk Agent can create custom messages using the Prompt option. Simply enter your prompt describing how you wish to communicate with the leads. The TailorTalk Agent will craft personalized messages based on your prompt and automatically incorporate any additional contact details to create highly personalized messages for each recipient.

• After entering your prompt, click Preview to see exactly how your message will appear to each recipient.
• Messages generated through this option will automatically comply with WhatsApp guidelines and will be categorized as either marketing or utility based on your prompt content.

Step 3: Scheduling or Broadcasting Your Campaign

Once your message is ready, TailorTalk provides two sending options:

• Broadcast Immediately: Click Broadcast to instantly send your messages to all valid leads.
• Schedule for Later: Click the Now button to open the calendar scheduling tool, where you can select a future date and time to automatically send your campaign.

Creating Custom WhatsApp Templates

If you need a new custom template, click Create new template to open the WhatsApp Manager. Here you can:

• Select the template category (Marketing, Utility, or Authentication).
• Choose the type of template (Custom, Catalog, Flows, or Order Details).
• Submit your template for approval. Once approved, it will be available for use in your TailorTalk campaigns.

Important Notes

• All campaign messages comply with WhatsApp's structured template policies to ensure seamless delivery.
• Always preview your messages before broadcasting to ensure accuracy and relevance.

TailorTalk simplifies your sales and support outreach, making personalized campaigns easy, efficient, and effective.

Campaign Dashboard: Monitor Your Results

TailorTalk's intuitive Campaign Dashboard helps you effortlessly track the performance of your WhatsApp campaigns. Here, you can quickly view key metrics such as the total number of recipients, delivered messages, and detailed campaign statuses managed by your TailorTalk Agent.

• Delivered Column: Instantly see how many recipients successfully received your message directly into their inbox. Hover over the delivered status bar to view detailed statistics (Total contacts, Sent, Delivered, Failed).
• Failed Leads Column: Easily identify contacts who did not receive your message due to delivery issues. You can download a file containing these failed contacts for further analysis or corrective action.

The dashboard also includes comprehensive campaign details such as your uploaded file name, chosen message template or prompt, launch time, campaign category, and overall completion status, giving you full control and visibility of every outreach activity.