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How to create a campaign?

Learn how to configure mass campaigns in Atom: from choosing the channel and scheduling batches to analyzing results. A guide for connecting with thousands of customers efficiently and professionally. 🚀

🎯 Campaign Module Objective

The central purpose of this tool is to enable mass message sending (either through pre-approved templates or automated flows) and facilitate real-time tracking of its effectiveness, measuring key metrics such as open rate and response rate.


🛠️ Step-by-step Guide: Creating a Campaign

Configuring a mass sending is a structured process that ensures the right message reaches the right customer at the right time.

1. Startup and Basic Configuration

Access the Campaigns submodule and click the "Create campaign" button. You will need to define the following parameters:

  • Output channel: Select the WhatsApp number from which messages will be sent.

  • Identification: Assign an internal name to the campaign and select the contact list previously loaded.

  • Management Rules: Choose whether you want to automatically resume shipments or overwrite campaigns already active.

2. Choosing the Content Type

Atom allows you to choose between two interaction modalities:

  • Template: Select a Meta-approved template, assign which agents will receive responses, and define the duration of the response window.

  • Flow: Choose a bot flow designed in Flowbuilder so that the customer interacts automatically after receiving the first message.

3. Defining Execution

When should the message go out? You have two options:

  • Immediate: Shipments begin as soon as you finish the configuration.

  • Scheduled: Schedule the shipment by selecting the exact date, time, and desired time zone.

4. Selection of Sending Method

To protect your line's reputation and manage your advisors' workload, choose the ideal method:

  • All at once: Mass and simultaneous sending to the entire database.

  • In batches: Distribute the sending by configuring specific quantities of messages per hour or determined time slots.


⚙️ Additional Management Options

Once the campaign is created, you can perform maintenance actions:

  • 👯 Duplicate: Copy successful campaigns to replicate them with minor adjustments.

  • 🛑 Stop: Option available to pause campaigns still in progress.

  • ✏️ Edit: You can modify campaign parameters as long as they are in "Scheduled" status and have not started.

  • 📊 Download reports: Export final results or detected errors in CSV format for deep analysis.


💡 Atom Practical Tips

  • Double check: Always review the parameters and variables of the template before confirming the shipment.

  • Operational balance: If you have few agents, use batch shipments to prevent your team from being overwhelmed with hundreds of responses at the same time.

  • Constant audit: Download error reports to identify invalid numbers and clean your databases before the next campaign.


Maximize your brand's reach without losing control! 🚀

Whether you need a lightning-fast shipment or a batch-scheduled strategy, the Campaigns module gives you the flexibility to connect with thousands of customers intelligently. Review, schedule, and analyze so every message counts! ✅

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