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Create Marketing Campaigns

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On Smartbiz, you can set up marketing campaigns to send promotional messages to your customers via Whatsapp. You can use these messages to promote your online webstore among your existing customers and inform them about upcoming discounts, launch of new products and collections and also encourage repeat purchases. This can be done easily by following a few simple steps. 

What’s on this page:

How do I add the customers I want to send promotional messages to on WhatsApp?

How do I create and send a message to selected customers on WhatsApp?

How do I add customers I want to send promotional messages to on Whatsapp?

Before you can send a message to customers on whatsapp, you will need to add their contact details on Smartbiz.

  1. Go to ‘My Profile’ tab on your home page and click on 'Growth and Engagements' and then on 'Sell Using Whatsapp'

                                  

     

  2. Next, click on ‘Manage Customers’. 

  3. Here, you will be able to build a repository of all your customers contacts by adding very basic details i.e. their name and contact number. In this database, the contacts added will be organized in 3 tabs:
    1. Potential Tab – You will see contacts of all potential customers, who have not placed any order with the storefront yet. You can build this list by adding contacts 1x1 or by importing them in bulk from your phone book.
    2. Existing Tab – You will see contacts of all existing customers who have placed an order with you on your online webstore. This tab will keep getting populated as more and more people shop from you.

    3. All Tab - You will see a complete list of all existing and potential customer contacts without any duplication.

  4.  To set up marketing campaigns, you will first need to add contacts to build your customer data base. Please note that you may already see some contacts listed for existing customers who have already shopped on your online storefront.  But you need to increase your reach. You can do this 2 ways: 
    1. 1X1 Contact creation -Click on ‘New Customer’ and add the name and mobile number of the customer you want to add. Click on ‘Add’.
    2. Bulk Import – Click on Import Contacts to import multiple contacts from your phone book in one go. You will need to provide Smartbiz access to your phone back for importing these contacts. Next, add the customers you want to import by selecting the checkbox or by clicking on ‘Select All’. Click on ‘Add Customers’.
  5. If you want to delete a customer contact, click on the delete icon. You will be prompted to confirm that you want to delete the contact. Select ‘Yes’. 

How do I set up a marketing campaign and share it with customers on Whatsapp?

A marketing campaign allows you to send customized messages to customers. By setting up a campaign, you can share details of existing or upcoming promotions/ announcements to relevant customers. Setting up a campaign involves three simple steps: selecting a predefined campaign template, entering inputs specific to the campaign and selecting customers you want to share the message with. The detailed steps are listed below:

  1. Go to ‘My Profile’ tab on your home page and click on ‘Sell using Whatsapp’.

  2. Next, click on ‘Set up Marketing Campaign’ and then click on ‘Create new campaign’

                           

  3. Select the type of whatsapp message you would like to send from a pre-defined set of templates. Example – you can send a welcome message if you want to share promotional offer with potential customers. Click on ‘Edit’.
  4. Alternatively, you can click on the filter icon and select a message template depending on the type of message you want to send. For example, if you want to inform new customers about a discount on apparel and jewelry categories on your store, you can select ‘New Customers’ and ‘Discounts and Offers’ under message type and ‘Apparel’ and ‘Jewelry’ under category. Click on ‘Apply’ after selecting the relevant filters.
  5. Next, enter the inputs needed for setting up your campaign such as the campaign name, promotion code etc. The number and type of inputs will vary depending on the type of message.
  6. Lastly, select the customers who you want to share the message with. You may use the ‘Existing tab’ to target already existing customers and potential tab to select new customers.
  7. Once you have selected your customers, click on ‘Send Message’. If the number of messages you wish to send is below the monthly limit, you will get a prompt that your message was successfully sent. 

       

 

Why Sellers Should Run Marketing Campaigns Regularly

Running marketing campaigns is not just about sending promotional messages — it is a structured way to bring customers back, increase repeat purchases, and keep your store visible in the customer’s mind.

1. Campaigns help move customers through the buying journey

A customer usually does not buy the first time they see a product. Marketing campaigns help guide them through different stages:

  • Attract potential customers by introducing your store and products
  • Build trust through regular communication and offers
  • Convert interest into sales by sharing discounts, launches, or reminders
  • Encourage repeat purchases through follow-up campaigns
  • Create loyal customers who recommend your store to others

This means campaigns support both new customer acquisition and customer retention.

2. WhatsApp campaigns are effective because customers already use the platform daily

WhatsApp messages are more likely to be noticed compared to many other marketing channels because customers check WhatsApp frequently.

Sellers can use campaigns to share:

  • New product launches
  • Limited-time discounts
  • Festival offers
  • Back-in-stock products
  • New collections
  • Seasonal promotions

This helps create immediate attention and faster action.

3. Campaigns help sellers increase repeat orders at lower cost

Acquiring a new customer usually costs more effort than selling again to an existing customer.

Using the Existing Customers tab, sellers can target customers who have already purchased and encourage them to return through:

  • Repeat purchase reminders
  • Personalized offers
  • Category-based promotions

This improves customer lifetime value.

4. Campaigns work best when messages are targeted

Instead of sending one message to everyone, sellers should choose customers based on relevance:

  • Potential customers → welcome offers, first purchase discounts
  • Existing customers → loyalty offers, new arrivals
  • Specific product buyers → related product promotions

Targeted campaigns usually perform better because customers receive messages relevant to their interest.

5. Campaigns help sellers define clear business goals

Before sending a campaign, sellers should decide the objective:

  • Increase store visits
  • Sell slow-moving inventory
  • Promote festive collections
  • Improve repeat orders
  • Increase awareness for new products

Clear goals help sellers choose the right message template and customer group.

6. Campaign performance should be reviewed regularly

A good marketing practice is to observe which campaigns generate better customer response.

Sellers should monitor:

  • Which message type gets more replies
  • Which offer drives more orders
  • Which customer segment responds best

This helps improve future campaigns.

Best Practice for SmartBiz Sellers

  • Use campaigns consistently, not only during discounts
  • Keep messages short and clear
  • Send relevant offers to the right customer group
  • Avoid sending too many messages in a short time
  • Align campaigns with festivals, product launches, and seasonal demand

Strategic note:
A seller who regularly communicates with customers through campaigns builds stronger recall, better trust, and higher repeat business compared to sellers who only wait for customers to return on their own.