CRM Campaigns

CRM Campaigns

Campaigns in wrrk let you reach out to multiple contacts at once through coordinated email or WhatsApp messaging. Use them for product announcements, follow-ups, or nurture sequences.

Creating a Campaign

1. Go to CRM > Campaigns.
2. Click New Campaign.
3. Choose the campaign type:

• Email Campaign: Send a single email to a list of contacts.
• Drip Sequence: Send a series of emails over time.
• WhatsApp Broadcast: Send a template message to multiple WhatsApp contacts.

1. Name your campaign and select the target audience (using tags, filters, or manual selection).
2. Compose your message(s).
3. Schedule the send time or send immediately.

Audience Targeting

Build your audience using:

• Tags: Select contacts with specific tags (e.g., "Newsletter Subscriber").
• Filters: Filter by company, location, deal stage, last activity date, etc.
• Manual Selection: Hand-pick individual contacts.
• CSV Upload: Upload a list of email addresses.

Campaign Analytics

After sending, track performance:

• Sent: Number of messages successfully sent.
• Delivered: Messages that reached the inbox.
• Opened: Recipients who opened the email (email only).
• Clicked: Recipients who clicked a link.
• Replied: Recipients who responded.
• Unsubscribed: Recipients who opted out.

Drip Sequences

Drip sequences let you automate follow-up:

1. Define a series of emails (e.g., Day 1, Day 3, Day 7).
2. Set conditions for each step (e.g., send step 2 only if step 1 was opened).
3. Contacts automatically progress through the sequence.
4. A contact is removed from the sequence if they reply or unsubscribe.

Best Practices

• Personalize messages using merge fields (contact name, company).
• A/B test subject lines by sending two variants to a small group first.
• Respect opt-out preferences, wrrk automatically handles unsubscribes.
• Monitor bounce rates and clean your contact list regularly.