User Guide · Marketing

Campaigns

Send WhatsApp broadcasts, drip sequences, A/B tests and event-triggered campaigns, and measure the results.

The Marketing section (the megaphone icon) is where you reach customers at scale. Build a campaign, choose who receives it, pick an approved WhatsApp template, and send now, schedule it, or let it run on events.

inboxi.app/marketing
The Marketing dashboard.
  1. 1Filter campaigns by status and type.
  2. 2Do Not Contact list.
  3. 3Saved Segments.
  4. 4Quick start: Broadcast, Drip, A/B Test, Triggered.
  5. 5Deliverability: health of your WhatsApp number.
  6. 6Performance: messages sent, delivery, read and reply rates.

Campaign types

Broadcast
One message to all matching contacts at the same time. Announcements, promotions, notifications.
Drip
A multi-step series with delays: onboarding, follow-ups, nurture journeys.
A/B Test
Test 2-5 variants on part of your audience; the winner goes to the rest automatically.
Triggered
Runs on its own when something happens: new contact, tag added, order placed, cart abandoned…

Build a campaign

inboxi.app/marketing/new
The campaign builder.
  1. 1Campaign Type.
  2. 2Audience filters.
  3. 3Live recipient count.
  4. 4Use Segment to reuse saved filters.
  5. 5Send Now or Schedule once everything is ready.
  1. 1
    Name and type
    Type a name at the top and choose Broadcast, Drip, A/B Test or Triggered. Add an optional description.
  2. 2
    Audience
    Include or exclude groups and tags, pick a lifecycle stage and recent activity, or use a saved segment. A contact must match all include filters and none of the exclude ones.
  3. 3
    Message
    Pick an approved WhatsApp template and map each {{placeholder}} to Contact Name, First Name, Phone, Email, Today’s Date, a Unique Coupon Code or a custom value.
  4. 4
    Schedule
    Send Now, or Schedule for Later with a date, time and time zone.
  5. 5
    Test and send
    Use Preview and Test Send, then click Send / Schedule. You confirm the recipient count before anything goes out.

Audience options

FilterOptions
GroupsInclude and exclude contact groups.
TagsInclude and exclude contacts by conversation tags.
Lifecycle StageOne stage, or Any.
Recent ActivityAny time, Active today, Last 7 / 30 / 90 days.
Frequency CapSkip contacts who already got a campaign recently: No cap, 1 per day (default), 1 per 3 days, 1 per week, 1 per month.

Drip and triggered steps

Drip and triggered campaigns are a sequence of steps, shown as a list or a canvas. Step types: Send message, Add tag, Remove tag, Change lifecycle stage, Assign to agent, Wait for event (customer reply), and Branch (if contact has tag). Each step has a delay from enrollment or from the previous step. Contacts leave the sequence automatically when they reply.

Triggered events

New contact, Tag added, Lifecycle stage changed, Order placed, Order completed, Order cancelled, Cart abandoned, Payment received, Payment failed, Contact inactive, Contact's birthday, or an External webhook (a unique URL your system can call with the customer's phone). You can add a delay of up to 7 days.

A/B tests

Set the test size (10-50% of the audience), the test duration (1 to 72 hours) and the winner metric (Read Rate, Delivery Rate or Reply Rate). After the test duration, the winning variant is sent to the rest of the audience automatically.

Advanced options

  • Delivery Channel: WhatsApp is the main channel; Email, Instagram DM, Facebook Messenger and Telegram are also listed, with an optional email fallback.
  • Unique Coupons: generate a personal code per recipient (prefix, percentage, fixed amount or free shipping, valid 1-365 days) and map it to a placeholder.
  • Campaign Goals: target orders and revenue.
  • Require approval before sending: a manager must approve the campaign before it starts.
  • Quiet Hours: no sends in a window (default 21:00-09:00), optionally in each contact's time zone.
  • AI Copywriter: generate three text variants for your campaign.

Managing campaigns

The list shows each campaign's type, status, progress and performance. Statuses: Draft Pending Approval Scheduled Running Paused Completed Failed Cancelled. From the ⋯ menu you can Edit or View report, Start now, Approve or Reject, Pause, Resume, Cancel, Duplicate and Delete. Deleted campaigns can be restored with Undo for a few seconds.

Creating and sending campaigns needs an admin role; approving needs the workspace owner. Agents can view campaigns.

Reports

Open a sent campaign to see its report:

  • Total, Sent, Delivered and Failed counts; Delivery, Read and Failure rates.
  • Revenue & Clicks: revenue, orders, average order value, clicks and conversion.
  • Per-step funnel for drips, variant comparison for A/B tests, and a send timeline.
  • Failure Breakdown grouped by error type, with plain-language explanations.
  • A recipient list filterable by status, Retry for failed recipients, and Export to CSV, Excel or PDF.

Sending rules

  • Only approved WhatsApp templates can be broadcast. See WhatsApp templates.
  • Contacts on the Do Not Contact list are always excluded.
  • You are warned if more than 30% of the audience overlaps with another running or scheduled campaign.
  • Messages are sent in small batches and retried automatically when WhatsApp rate-limits your number.

Learn more in WhatsApp templates.