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Creating Messaging Campaigns

Written by Chatti

"New Campaign" wizard makes it easy to send and schedule messaging campaigns to groups of contacts.
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Creating a campaign has the same effect as using the "New Message" dialog to send or schedule a message to a group. The main difference is that the "New Campaign" wizard also leads you step-by-step through the process of creating a group and importing contact information, so it is easier if you're just getting started with Chatti.
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To start, click "New Campaign" from your Dashboard (alternatively, from the Messages page click More > New campaign).

Campaign Types

The first step in creating a campaign is to choose which type of campaign to create:
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  • A Basic Campaign sends a broadcast to many contacts at once, either immediately or at a scheduled time.

  • A Relative Campaign sends messages to different contacts at different times, e.g. a number of days after they subscribe, or as a reminder before an appointment or renewal date.

Campaign Timing

After choosing your campaign type, the next step is to specify when to send the campaign.
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With a Basic Campaign, you just specify when to send the message to all contacts:
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In contrast, with a Relative Campaign, you specify which contact field to use to schedule the message:


To send a series of messages (e.g., for drip marketing), you can create multiple relative campaigns using the same date field, with a different offset before or after that date.
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Campaign Recipients

Each campaign is sent to a single group of contacts in Chattabox. When creating a new campaign, you can either select an existing contact group, or create a new group.
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In the example above, the "Monthly Active Users" and "Non-Active Users" are dynamic groups which are updated automatically based on contact information. Learn more about creating dynamic groups
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When creating a new group, you can import contacts from a CSV file or spreadsheet. The contact information can also optionally include other fields that you want to insert into each message. If you are creating a relative campaign, the date field you selected in the first step should also be imported for each contact.
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Compose Message

Next, compose the message you want to send. To insert variables into each message from your contact information, click "Insert variable".
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Preview and Confirm Campaign

Before sending or scheduling the campaign, you can preview the messages and edit the campaign settings if necessary:
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After scheduling a campaign, you can edit it at any time from the Scheduled tab of the Messages page.
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