# How to Send SMS & WhatsApp Campaigns

 

{% embed url="<https://youtu.be/an31Io1OuRw>" %}

You can easily send campaigns directly from the Deals or Contacts page in Pipedrive.

**Steps to send out Campaigns:**

1. Navigate to the **Deals section** in Pipedrive.
2. In the Deals section, click the **list view icon** (top left corner) to change the view.

<figure><img src="/files/uiFFUmqFSNUhSb3Ms3SF" alt="" width="563"><figcaption></figcaption></figure>

3. Choose the **contacts** you want to include in your campaign.
4. Click the **three-dot menu** at the top-right corner and select **Send Campaigns**. This action opens the Mercuri CX campaign dashboard, where a segment is automatically created based on your selected contacts.&#x20;

<figure><img src="/files/OD0rYuxfUovWn0IVgaVm" alt="" width="563"><figcaption></figcaption></figure>

5. Choose the **communication channel** (WhatsApp or SMS) and number associated with it you’d like to use.&#x20;

6a. **For WhatsApp Campaigns:**

<figure><img src="/files/Ge0gKk1wMfTl0LHoKeht" alt="" width="563"><figcaption></figcaption></figure>

* Select a message template from the list of pre-approved WhatsApp templates displayed.&#x20;
* If you don’t find a suitable template, click **Create Template** to build a new one. &#x20;

\[ [Click here](/features/templates/whatsapp-templates/creating-your-first-whatsapp-template.md#how-to-create-a-whatsapp-template-in-mercuri) , if you need help creating new templates.]

(**Note**: *Only approved templates can be used to initiate new WhatsApp conversations if the session is closed.*)

6b. **For SMS Campaigns:**

<figure><img src="/files/rKvEVJcyyM8xc4M2Kfgu" alt="" width="375"><figcaption></figcaption></figure>

You can select from the available SMS templates, or choose to write a free-form message.

&#x20;7\. **Scheduling and Sending Campaigns**

* **Schedule Your Campaign:**

<figure><img src="/files/87C3tws9If39fNAZpxv4" alt="" width="375"><figcaption></figcaption></figure>

* Once your message is ready, you can choose to send it immediately or schedule it for a later time. Scheduling allows you to send messages at optimal times when your audience is most likely to engage.
* Select the date and time for the campaign to be sent out. Ensure you consider time zones if you’re targeting an international audience.
* **Preview Your Campaign:**

<figure><img src="/files/zbFiJc6GkhwKAPM3kJ2m" alt="" width="375"><figcaption></figcaption></figure>

* Before sending, use the **Preview** feature to see how your message will appear on your recipients’ devices. This helps you catch any formatting issues or last-minute changes.
* **Send or Schedule:**
  * If everything looks good, click **Send Now** to launch your campaign immediately, or **Schedule** to send it at your chosen time.

*Similarly, you can also send out a campaign from the Contacts page of Pipedrive.*

***

### <mark style="color:blue;">**Monitoring and Optimizing Campaign Performance**</mark>

* **Track Campaign Performance:**
  * After sending your campaign, navigate to the **Campaign Analytics** section within Mercuri. Here, you can monitor key metrics such as delivery rates, open rates, and click-through rates.
  * For WhatsApp, you can also track metrics like media views and responses, giving you deeper insights into how your audience is engaging with your content.
* **Review and Analyze:**
  * Use the analytics dashboard to understand the effectiveness of your campaign. Identify what worked well and areas for improvement. For example, if a particular message had a high open rate but low click-through, consider tweaking your call-to-action.
* **A/B Testing:**
  * To continuously improve your marketing efforts, consider running A/B tests by creating multiple versions of your message and testing them with different segments of your audience. Analyze the results to determine which version performs better.
* **Refine and Resend:**
  * Based on the performance data, refine your messaging, targeting, or timing. If needed, you can resend the campaign to contacts who didn’t engage the first time or follow up with a new message.

***

### <mark style="color:blue;">**Compliance and Best Practices**</mark>

* **Opt-In and Opt-Out Management:**
  * Ensure that all recipients have opted in to receive communications from your company. For SMS, include an option for recipients to opt out by replying with a keyword like “STOP.”
  * For WhatsApp, respect the platform’s policies by only sending messages to contacts who have agreed to receive them. Use Mercuri’s built-in compliance tools to manage opt-ins and opt-outs.
* **Segmenting Your Audience:**
  * Segment your audience based on their behavior, interests, and engagement history to send more targeted messages. This increases the relevance of your campaigns and improves overall effectiveness.
* **Frequency and Timing:**
  * Avoid bombarding your contacts with too many messages. Establish a balanced frequency that keeps your audience engaged without overwhelming them. Additionally, send messages at times when your audience is most likely to be responsive.
* **Content Quality:**
  * Keep your messages informative, engaging, and concise. Whether you’re sending a promotional offer or an update, make sure the content provides value to the recipient.


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