Managing WhatsApp and Email Campaigns
🎯 Objective:
To plan, approve, and track all WhatsApp and email campaigns across customer lifecycle stages — ensuring message alignment with Cashkr’s brand tone, personalization, timely delivery, and performance analysis.
🛠 Tools Required:
-
CRM Tool: Interakt / WATI (for WhatsApp)
-
Email Tool: Mailchimp / ConvertKit / GHL
-
Copy Drafts: Google Docs
-
Campaign Tracker: Google Sheets or Notion
-
Design Tool: Canva (for banners or HTML emails)
-
Google Analytics / CRM Insights (for performance tracking)
👥 Roles & Responsibilities:
| Role | Responsibility |
|---|---|
| Marketing Manager | Approves messaging, decides audience, tracks performance |
| Copywriter | Drafts WhatsApp/email copy |
| CRM Specialist | Uploads audience, schedules, executes campaigns |
| Designer | Creates banners or design layouts (if needed) |
📅 Types of Campaigns:
-
Welcome / Onboarding
-
Offer / Festive Promotion
-
Abandoned Checkout
-
Referral Campaigns
-
Feedback / Review Nudge
-
Price Drop Alerts
-
Educational / E-waste Awareness
-
Re-engagement
📋 Step-by-Step Process:
✅ Step 1: Campaign Planning
-
Decide campaign objective: (e.g. order completion, app install, referral push)
-
Choose type: WhatsApp, Email, or both
-
Set target audience segment from CRM
-
Set frequency (one-time, drip, weekly, etc.)
🗂 Maintain campaign plan in tracker with:
-
Name
-
Date
-
Type
-
Goal
-
Audience
-
Owner
✅ Step 2: Copy & Creative Finalization
-
Copywriter drafts message (personalized, CTA-driven)
-
For Email: Include subject line, pre-header, button CTA
-
Designer creates visual if needed (banners, GIFs)
✅ Follow brand voice:
-
WhatsApp: Friendly, short, natural
-
Email: Informative, structured, clear CTA
✅ Step 3: Internal Approval
-
Marketing Manager reviews:
-
Clarity
-
Tone
-
CTA alignment
-
Offer accuracy
-
✅ Approves within 24 hours and shares feedback if needed
✅ Step 4: Setup & Scheduling
Done by CRM Specialist:
-
Upload segment from CRM
-
Set delivery time (based on open rate insights)
-
WhatsApp: 11 AM–1 PM or 5 PM–7 PM
-
Email: Weekdays 10 AM or post-lunch 3 PM
-
✅ Test the message before live send
✅ Step 5: Go Live
-
Final review before send
-
Mark campaign as SENT in tracker
-
Save the final message/creative in a shared folder:
Campaigns → WhatsApp / Email → YYYY-MM → [Campaign Name]
✅ Step 6: Performance Tracking (After 48 hours)
Track platform-wise metrics:
| Delivery Rate | Open Rate |
| Read Rate | Click Rate |
| Replies | Unsubscribes |
| Conversion (if any) | Conversion (if any) |
📈 Maintain a performance sheet monthly
Highlight learnings: best timings, formats, conversion types
🔁 Bonus: A/B Testing
-
Test 2 subject lines, CTA variants, or send times
-
Use insights to iterate in the next campaign
📌 Notes:
-
WhatsApp must follow approved templates (especially for promotional messages)
-
Avoid daily WhatsApp blasts — respect user opt-outs
-
Include unsubscribe option in emails
-
Tag all campaigns for proper tracking in analytics