Creating a campaign: SMS, WhatsApp and app notifications

The Campaigns module in the left menu is for bulk messaging to your customers over three channels: SMS, WhatsApp and app notifications. The module has four sections: Campaigns, Segments, Templates and Customer Lists.

Creating a campaign (4 steps)

1. 1

   Channel

   SMS, WhatsApp or App Notification. WhatsApp is only selectable when you have a connected number. If your number is connected in coexistence with the WhatsApp Business app you can still send campaigns; Meta only caps throughput at 20 messages per second, and your quality rating reflects both the app and the API conversations.

2. 2

   Audience

   You decide who the campaign goes to in one of four ways. The marketing-consent gate also lives in this step (see below).

3. 3

   Template selection

   You pick one of the templates of the chosen channel; if there is none yet you can create one without leaving the wizard. For SMS and notifications, selecting a customer previews live how the message will look for that person.

4. 4

   Review and send

   Write the campaign title. If you turn on the "Send at a later date" switch you choose a date and time; the campaign is then sent automatically at that time and the recipient list is recalculated at send time. If the switch is off, the campaign is sent immediately. You can also save it as a draft.

Channels

• SMS: goes through your own SMS provider (e.g. Verimor) and reaches every customer with a phone number.

• WhatsApp: sent only with a template approved on Meta; there is no free text. You map the template variables (name, remaining lessons, business name). Deliveries appear in your inbox and customer replies land in the conversation. Templates in the marketing category are billed by Meta. The Meta template is not listed in the wizard directly: first save it as a campaign template with “New Template” by picking the Meta template and mapping its variables. If the template header has an image, video or PDF, upload the file or paste its link in the “Header media” field of the same dialog; the template cannot be saved without the media.

• App Notification: written to the notification centre (the bell at the top right) of customers who sign in to the Piyzi app with Customer Login; customers who allowed push also get a phone notification. A customer with push off still reads the message when they open the app.

Marketing-consent gate

The "Exclude customers without marketing consent" switch in the audience step is on by default. A customer counts as consented if marketing consent is ticked on their card OR they have a signed document in the "explicit consent" category of Digital Consent Forms. The preview shows how many people were excluded for lacking consent.

Audience options

• Segment rule: you build a rule from conditions such as gender, birth month, days since the last visit, total appointment count and active package status. You can require all conditions (AND) or any one of them (OR).

• Saved segment: uses a rule set you saved earlier.

• Saved list: targets the fixed customer list you created with "Save List" on the Customers page.

• Manual selection: you tick customers one by one.

Template variables

You can use five variables in templates: the customer's first name, last name, full name, remaining class/session count and the business name. Variables are personalised for each customer at send time. A template's channel cannot be changed after it is created.

Delivery tracking and cancelling

The campaign detail shows the total audience, sent, failed and pending counts along with the delivery progress; a notification campaign also shows how many people received a phone notification. On the delivery logs tab you can follow who was reached one by one. Draft and scheduled campaigns can be cancelled, and so can a campaign while it is being sent — recipients not yet reached will not get the message, while messages already sent cannot be recalled.