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Automotive AI Automotive AI AAI Documentation

Creating Campaigns

How do I set up campaign settings?

Section titled “How do I set up campaign settings?”

After uploading your CSV and handling any segmentation options, you’ll configure your campaign settings:

  1. Name Your Campaign

    • Choose a descriptive internal reference name
    • Make it easy to identify later in analytics

  2. Write or Select Your Message

    • Compose your opening message
    • Or select from existing templates

  3. Choose Process Type

    • For old data reactivation: Choose “Cold SMS”
    • For warm leads: Choose appropriate process type

  4. Set Lead Status

    • Recommended: “New Contact”
    • Choose status for included leads

  5. Configure Auto Pilot

    • Choose whether Auto Pilot should be ON or OFF
    • Consider your follow-up strategy

  6. Select Campaign Date

    • Choose the date for campaign launch

  7. Set Campaign Time

    • Recommend ~2 minutes from now
    • Allows for last-second edits if needed

  8. Launch Campaign

    • Click “Next” and send the campaign

What process type should I choose?

Section titled “What process type should I choose?”

Cold SMS

When to use: Old data reactivation campaigns

Best for:

  • Leads that haven’t been contacted recently
  • Dormant database reactivation
  • First-time outreach to purchased lists

Other Process Types:

  • Choose based on your lead source and relationship
  • Consider how recently contacts were engaged
  • Match process type to your follow-up strategy

How should I set the lead status?

Section titled “How should I set the lead status?”

Recommended: New Contact

  • Creates fresh pipeline entry
  • Allows for proper workflow progression
  • Maintains clean data organization

Alternative Statuses:

  • Choose based on your pipeline structure
  • Consider existing lead states
  • Ensure consistency with your processes

Should Auto Pilot be ON or OFF?

Section titled “Should Auto Pilot be ON or OFF?”

Auto Pilot ON:

  • Automated follow-up responses
  • Consistent messaging timing
  • Reduced manual intervention needed

Auto Pilot OFF:

  • Manual response control
  • Human review of each interaction
  • More personalized follow-up approach

What’s the best campaign timing?

Section titled “What’s the best campaign timing?”

Scheduling Recommendations:

Time of Day:

  • Respect local time zones
  • Avoid very early morning or late evening
  • Consider your audience’s schedule

Day of Week:

  • Tuesday-Thursday often perform best
  • Avoid Mondays and Fridays when possible
  • Consider industry-specific patterns

Lead Time:

  • Set time ~2 minutes from now
  • Allows for last-minute message edits
  • Prevents accidental immediate sends

How do I write effective campaign messages?

Section titled “How do I write effective campaign messages?”

Message Best Practices:

Keep it Professional:

  • Clear, concise messaging
  • Proper grammar and spelling
  • Appropriate tone for your audience

Include Key Information:

  • Your business name/identity
  • Clear value proposition
  • Easy way to respond or opt-out

Call to Action:

  • Specific next step for recipients
  • Easy response mechanism
  • Clear instructions

Compliance Elements:

  • Opt-out instructions
  • Business identification
  • Respectful, non-aggressive tone

What quality checks should I do?

Section titled “What quality checks should I do?”

Before Sending:

Data Quality:

  • Clean list with valid numbers
  • No duplicates remaining
  • Required fields completed

Content Review:

  • Compliant messaging content
  • Professional tone and grammar
  • Clear call to action

Timing Check:

  • Scheduled time respects regulations
  • Appropriate for target audience
  • Allows for monitoring and response

Settings Verification:

  • Correct process type selected
  • Appropriate status assignment
  • Auto Pilot setting matches strategy

How do I monitor campaign launch?

Section titled “How do I monitor campaign launch?”

Immediately After Sending:

  • Check campaign appears in Analyze view
  • Monitor initial delivery notifications
  • Watch for any error messages

First Hour Monitoring:

  • Track delivery rates
  • Monitor reply activity
  • Check for opt-out requests

Ongoing Monitoring:

  • Review Twilio health scores
  • Track response patterns
  • Adjust future campaigns based on results

What if something goes wrong?

Section titled “What if something goes wrong?”

Common Issues:

Delivery Problems:

  • Check Twilio health status
  • Verify phone number formats
  • Review campaign settings

High Opt-out Rates:

  • Pause additional sends immediately
  • Review message content and compliance
  • Contact Compliance team in WhatsApp Group

Double Message Errors:

  • Screenshot the error immediately
  • Post in dealer WhatsApp group chat
  • Include specific user information

Quick Reference

Section titled “Quick Reference”

Campaign Settings Checklist

Section titled “Campaign Settings Checklist”
  • Descriptive campaign name
  • Message written/template selected
  • Process type chosen (Cold SMS for old data)
  • Status set (recommend: New Contact)
  • Auto Pilot configured
  • Date and time scheduled
  • Quality checks completed

Escalation Contacts

Section titled “Escalation Contacts”
  • High opt-out/complaint rate: Compliance team via WhatsApp Group
  • Double message errors: Dealer WhatsApp group with screenshot

Ready to analyze your campaign performance? Continue to Campaign Analysis to learn how to track and optimize your results.