🚀 Guide: How to Run a Successful Campaign in Atom
Once you've connected your WhatsApp channel, the next step is to structure your outbound (proactive) strategy. The campaigns module is your best ally for offering products, services or sending mass notifications in an organized way.
Below, we present the critical path for executing your first campaign:
1. Template Creation (Template Message)
Before sending a single message, you need a Message Template approved by WhatsApp (Meta).
Why is it mandatory? According to Meta's policies, you cannot send free text to a customer if more than 24 hours have passed since their last response. Templates allow you to "break" that silence legally and safely, preventing your number from being marked as spam.
Common use: Appointment reminders, shipping status, payment alerts or promotion reactivation.
2. Design and Module Structure
The Campaigns module in Atom is divided into three key tools that work together:
Campaigns: Where you configure the execution and type of sending.
Lists: Where you save your recipients.
Flows: Where you design the conversation the bot will have with the customer once they respond.
3. Segmentation: Create Your Customer List
A campaign is only effective if it reaches the right person. You can create your lists in two ways:
Existing Customers: Filtering by tags or classifications of users already in your Atom database.
External Import: Uploading a .CSV file with your prospects' numbers and names.
4. Campaign Type Definition
Depending on your business objective, Atom allows you to choose between two modalities:
Template Campaign (Notification): Ideal for quick informational sends where you expect a short response. Once the customer replies, the chat goes directly to a human agent.
Flow Campaign (Automated): Designed to capture information. When the customer responds, a bot starts an automated process (surveys, lead qualification, option selection) before transferring the conversation to an advisor.
💡 Pro Tip: If your campaign is complex and requires connecting data with other systems, you can integrate Webhooks within your flows to automate real-time information transfer.
✅ Final Checklist
Before launching, make sure to:
[ ] Have your template approved in "Green" status (High quality).
[ ] Have verified that the numbers in your CSV file have the correct international format.
[ ] Have agents connected if your campaign is for immediate response.
You're now ready to conquer the outbound world! 🚀
Running a campaign in Atom is much more than sending messages; it's designing a professional and efficient contact experience. Whether it's a simple notification or an automated sales flow, always remember to measure your results to continue optimizing your sends. Let's click that send button! ✅