Smart Bulk Messaging
The Campaigns Module transforms Platica from a reactive tool into a proactive one. It lets you start conversations with thousands of customers at once via WhatsApp, using the power of AI to personalize each message and — most importantly — handle replies automatically.
1. Understanding WhatsApp Campaigns
Today, the campaigns module operates exclusively through the WhatsApp Business API. To protect users from spam, WhatsApp requires the first message you send to be a Pre-approved Template.
There are three categories of templates you can use:
| Category | Primary Use | Examples |
|---|---|---|
| Marketing | Promotions and sales | Seasonal offers, product launches, abandoned-cart reminders. |
| Utility | Transactional and post-sale | Order confirmations, shipping updates, payment or appointment reminders. |
| Authentication | Security | Verification codes (OTP) for sign-in or password recovery. |
Platica lets you manage these templates and use them to connect with your audience safely and in compliance with Meta's policies.
2. AI Creation Assistant
You don't need to be a marketing expert to create an effective campaign. The module has an AI Assistant that walks you through the whole setup process.
Instead of filling out complex forms, just tell the assistant what you want to achieve:
- "I want to send a birthday promo to customers born in August."
- "I need to remind users that their subscription expires tomorrow."
- "Help me collect from the past-due list with a friendly tone."
Predefined use cases
The assistant also has quick suggestions for common situations, such as:
- 🎂 Birthday Greetings
- 🏷️ Offers and Promotions
- 💸 Collections Management
- 📦 Order Follow-ups
3. Setup Flow
Define the Goal
Use the AI Assistant to set the objective. This helps the system suggest the right template for you.
Pick the Template and Variables
Pick the template. If the message has variables (e.g.,
Hi {{1}}, you need to {{2}}), you'll need to connect them with your customer data.Upload the Audience (Personalization)
Upload your database (CSV or Excel). Platica will read your file's columns to fill in the variables.
Result: Each customer receives a unique message: "Hi María, your payment of $500 is due today."
Scheduling and Assignment
Decide the send date and pick which AI Agent will handle the replies. This is vital: if you send a collections campaign, make sure to assign the "Collections Agent" to negotiate the payment.
4. Monitoring: Executions Tab
Once the campaign is launched, head to the Executions tab to see the real-time breakdown.
Delivery Metrics
The system tracks each message's lifecycle:
- Sent: They left the platform.
- Delivered: They reached the customer's phone (gray double check).
- Read: The customer opened the chat (blue double check).
- Failed: They could not be delivered.
Failure Diagnosis
In the results table (downloadable as Excel), Platica tells you exactly why a message failed. Common reasons include:
- Invalid Number: The phone has no WhatsApp.
- Blocked: The user has blocked your company.
- Opt-out: The user asked not to receive marketing messages.
- Meta Experiments: The user is part of a WhatsApp control group and temporarily isn't receiving messages.
- Regional Restrictions: The number is from a country with strict messaging laws.
Smart Suppression: Platica automatically tracks users who have blocked you or have invalid numbers. In future campaigns, the system will exclude these users preventively to protect your line's reputation and optimize your budget.
5. Impact Analysis (Summary)
Beyond delivery, the Summary tab shows you the business success:
- Goal Achievement: If you set goals (e.g., "Book Appointment"), you'll see how many conversations resulted in success.
- Outbound Messages: Review the history of what was sent.
Post-Send Lifecycle
Remember that when you send the campaign, conversations start in the Started state.
- In this state, you cannot send any more free-form messages.
- As soon as the customer replies, the state changes to In Progress and your AI Agent takes over to close the sale or resolve the question.