Launch a campaign in Kommo.com

Method #1. Sending through Salesbot

To avoid WhatsApp number blocking, we recommend sending no more than 5-10 messages per minute. This means sending messages in batches rather than all at once

1. At the necessary stage, we create a Salesbot trigger with the text of the message

   
2. Click on 'Create a new bot' or select an existing one from the list. In our example, we are creating a bot from scratch

3. Select the 'Message' step

   
4. Select the WhatsApp channel from which the message will be sent, and enable the 'try to send a message' setting so that the bot creates a chat if there has been no previous conversation with the client.

   
5. Save bot settings

6. Go to the Leads section in List mode, select the required deals, and click the 'Change Stage' button to move them to the stage with the mailing

   

   

   

   In our case, the bot with the mailing is configured at the 'campaign' stage, so we move customer deals to this stage

7. Done. After moving to the stage with the mailing, the bot successfully sent the message.

   

Method #2.

1. To send a broadcast, first you need to choose your recipients. For that, head over to your pipeline and use filters to narrow down the audience

   
2. Let's say you want to send broadcasts to everyone with a VIP tag. Just choose the VIP tag and hit ‘Apply’

3. With your filter on, go to the three dots icon and choose ‘New broadcast’.

   
4. A broadcast can be done with either:

   • A single message, or

   • A salesbot that will be launched for a chosen audience at a set time.

     

     When you choose Message, you have to decide which of connected channels your messages will be working across. You can go with all or choose a specific one.

     Below that, you have a field to customize your message. If you have a template ready, just select a template. For your text message you can use a dynamic field which pulls information from a lead profile. It’s useful when you want to make a message more personal, for example, by greeting a client by name.

     To add a dynamic field, choose the one you need from the menu on the right.

     

     Below you can review your choices before you hit ‘Finish’. Once saved, you will be redirected to the Broadcast page, where you can observe all your broadcasts. You can edit the broadcast if it hasn't been sent yet or see the details of the completed broadcasts upon click. On the page at the link, you'll find detailed information about broadcasting using the Kommo platform.