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Campaigns and the first message to a client

How to write to many clients at once without getting blocked.

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A campaign

Open "Outreach" and press "Create outreach". Choose who it goes to: all clients, selected ones, or clients on certain pipeline stages. Write the text yourself or ask AI. The text can include the client's name. Send the campaign right away or schedule it.

The campaign formThe campaign form

How to write to a client first

Not every channel lets you write first. CRAIM tries in turn: first the channel where the client has already talked to you, then the ones you listed in "How to write to a client first". If the message did not get through, CRAIM tries the next channel. The client's card shows where it tried.

WhatsApp allows marketing messages only to people who agreed, and only with messages WhatsApp approved. Mark consent on the client's card, or for everyone at once in the campaign form. Pick an approved message from your own, or write a new one right in CRAIM and send it for approval.

Unsubscribing

If a client pressed "Unsubscribe" or answered "stop" to a campaign, they get no more campaigns on that channel. The regular conversation with them goes on.