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Campaign

Marketing Made Easy: Your Guide to the Campaign Feature

The Campaign Module in Easy Khata empowers you to send targeted, personalized messages to your customers via WhatsApp, SMS, or Email. Whether you're promoting offers, sending reminders, or reactivating old leads — campaigns help you drive customer engagement and sales growth.

Why You Should Use the Campaign Module

  1. Purpose

    • Promote offers, deals, and seasonal discounts to boost engagement

    • Send personalized messages to a wide audience with ease

    • Reconnect with inactive leads or past customers

    • Notify users about invoices, payment dues, or new features

    • Strengthen customer retention and improve conversion rates

  2. Key Features

    • Multiple Channels – Reach out via WhatsApp, SMS, or Email

    • Audience Targeting – Segment customers based on behavior, tags, or groups

    • Message Templates – Use ready-made templates with dynamic variables

    • Campaign History – View real-time delivery, open, and failure statuses

    • Scheduling – Set up campaigns to run automatically at future dates/times

    • Analytics – Track campaign performance and optimize your outreach

  3. Step-by-Step Instructions
    A. Create a Campaign

    1. Navigate to More > CRM > Campaigns

    2. Tap Create Campaign

    3. Select the campaign channel: WhatsApp, SMS, or Email

    4. Enter a campaign name and type your message

    5. Insert dynamic fields like [Customer Name] or [Due Amount] as needed

    6. Select your target audience (all, custom, or tag-based)

    7. Choose to send immediately or schedule for later

    8. Tap Send or Save to finalize

    B. Track Campaign Performance

    • Go to the Campaign History tab

    • Check delivery status, open rates (for email), and failures

    • Filter results by date, channel, or campaign name

    C. Use Templates

    • Choose from saved message templates while creating a campaign

    • Edit or personalize the message before sending

  4. Best Practices

    • Schedule messages during peak engagement hours

    • Keep your WhatsApp messages conversational and friendly

    • Use customer tags for more effective targeting

    • Avoid excessive messaging to prevent user fatigue

    • Review analytics to improve future campaign strategies

Conclusion

With Easy Khata’s Campaign Module, reaching your customers becomes effortless. Engage, inform, and grow — all from one place.

Call to Action

Start your first campaign today and turn messages into revenue!