Sending SMS and WhatsApp Campaigns

How to send SMS and WhatsApp Marketing Campaigns from Microsoft Teams?

1. Access the Mercuri App in Microsoft Teams

  • Open Microsoft Teams:

    • Launch Microsoft Teams on your desktop or in your web browser.

  • Navigate to the Mercuri App:

    • Go to the left-hand sidebar and click on the Mercuri SMS and WhatsApp tab.

2. Create a New Campaign

  • Start a New Campaign:

    • In the Mercuri app, click on Campaigns from the sidebar or main menu.

    • Click on the Create New Campaign button to begin setting up your campaign.

  • Select Campaign Type:

    • Choose whether you want to create an SMS or WhatsApp campaign based on your target audience and message content.

3. Compose Your Message

  • Enter Campaign Details:

    • Provide a name for your campaign and, if applicable, a brief description.

  • Compose Your Message:

    • In the message composition area, type the content of your SMS or WhatsApp message.

    • If you’re using WhatsApp, ensure your message complies with WhatsApp’s guidelines for promotional content.

  • Use Templates (Optional):

    • Click on the Templates button to select from pre-configured message templates.

    • Choose a template that fits your campaign goals and modify it as needed.

4. Define Your Target Audience

  • Select Recipients:

    • Choose the list of contacts or segments you want to target for your campaign.

    • You can import contact lists or select from existing groups within Mercuri.

  • Set Campaign Parameters:

    • Configure any additional settings such as sending time, frequency, and personalization options.

5. Review and Confirm

  • Preview Your Campaign:

    • Review your message content and recipient list to ensure accuracy.

    • Use the Preview feature to see how your message will appear to recipients.

  • Confirm and Schedule:

    • Once you’re satisfied with the setup, click on Confirm to finalize your campaign details.

    • Choose to either Send Now or Schedule your campaign for a later time.

6. Monitor and Manage Your Campaign

  • Track Campaign Performance:

    • After sending, monitor the performance of your campaign through the Mercuri app.

    • Check metrics such as delivery rates, open rates, and responses.

  • Respond to Interactions:

    • Manage replies and interactions from recipients directly within the Mercuri inbox in Microsoft Teams.

    • Use the tools provided to respond to inquiries, track feedback, and adjust your strategy as needed.

  • Analyze Results:

    • Review detailed reports and analytics to evaluate the success of your campaign.

    • Use this data to refine future campaigns and improve your overall messaging strategy.

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