Mercuri Docs
  • Welcome to Mercuri
  • 📩Communication Channels
    • WhatsApp Integration
      • Prerequisites
      • Onboarding on WhatsApp Business
      • Creating Your First WhatsApp Template
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Interactive Message Options for WhatsApp Conversations
    • Contacts
    • Marketing
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
      • WhatsApp Onboarding
      • How to use Mercuri?
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  • Access the Marketing Campaigns Tool
  • 4-Step process to send a campaign
  1. Features

Marketing

Mercuri allows businesses to send SMS and WhatsApp marketing messages to engage customers, promote offers, and drive sales.

PreviousContactsNextAutomations

Last updated 16 days ago

Access the Marketing Campaigns Tool

  1. Log in to .

  2. Navigate to the Marketing section in the dashboard.

  3. Click Create Campaign.


4-Step process to send a campaign

  1. Audience:

    1. Choose your target segment from saved lists.

    2. Select existing contacts from your Mercuri contact list.

  2. Content

    1. Select SMS or WhatsApp based on your business’s preferred communication channel.

    2. SMS Marketing: Ideal for quick promotions, reminders, and offers.

    3. WhatsApp Marketing: Requires pre-approved message templates for outbound messages.

    4. Create Your Message

      1. For SMS:

        1. Write a short and engaging message.

        2. Personalize it with placeholders (e.g., {{name}}).

        3. Keep it under 160 characters to avoid extra costs.

        Example:

        "Hi {{name}}, enjoy 20% off your next purchase at [Your Brand]! Use code SAVE20. Shop now: [link] Reply STOP to opt out."

      2. For WhatsApp:

        1. Fill in the required placeholders.

        2. Add interactive buttons for quick replies or website links.

        Example Template:

        "Hi {{name}}, we have an exclusive offer just for you! Get 20% off your next purchase. Tap below to claim: [button: Shop Now]."

  3. Schedule :

    1. Click Send immediately to launch instantly.

    2. Or select Schedule for Later to send out the campaign for a specific date and time.

  4. Overview:

    1. Review the campaign details and preview your message before sending.

    2. Click on Send campaign.

Customer contacts can also be uploaded as a CSV file from the Contacts section in the dashboard. [

Select a pre-approved template or create a new template.

🧤
Mercuri
Click here to learn how to upload a CSV file with contacts]
Send a marketing campaign
Four step process to create campaign
[Guide to create WhatsApp template].