Adding SMS and Email Sequences To Your Chatbot

In this post, I would like to dive into how to set up both SMS and email sequence campaigner of chatammo works. So without further ado let’s jump in.

Creating SMS/Email Templates

Go to the Broadcasting menu and you will find two blocks named SMS Template and Email Template. Go to the SMS or Email template section and click on the New Template button, a form will appear in a modal. Create SMS or Email Templates by providing information. Also, you can see the existing templates in the table from where you can view, edit and delete templates.

Create Email & SMS Sequence Campaign

After completing the SMS & Email Template part, Now you need to create a sequenced campaign. Go to Messenger Bot > Bot Setting and you’ll find a dropdown menu named Sequence Message Settings. Go to SMS/Email Sequence Settings from the dropdown menu. You’ll find existing campaigns on the table. The list will also show a briefcase icon beside every sequence settings that will expand action buttons including edit, delete, and reports.

Now Click on the Add Sequence button to add a new sequence. In the form, you can choose SMS or Email Sequence type. You can set 24H hourly and Daily SMS or Email Sequence campaigns by selecting templates. You can add SMS/Email Templates by click on the icon at the bottom right corner and then click on the icon to get the added template. You can also add or remove more hours or days by click on Add more / remove the last button.

Assign Email SMS Sequence Campaign during Opt-in

After Creating an SMS/Email Sequence campaign, now you need to know how you can assign SMS/email sequence campaign for subscribers during collecting email or phone numbers inside messenger through quick reply using the user input.

Check the result from Subscriber Manager -> Bot Subscribers -> Subscribers Action

You can see the targeted subscribers of the sequence campaign also in the report in the SMS/Email Settings section.

Bulk Assign Email SMS Sequence Campaign

To assign bulk email/SMS sequence campaign go to Subscriber Manager -> Bot Subscribers, select page and subscribers, and choose Assign Sequence from Option button and then select sequence campaigns and hit save button.

See the assigned sequence on subscribers details modal by click on the subscriber action button.

You can also assign sequence campaigns manually to subscribers by click on the individual Subscribers action button.

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