> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetcosmo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing Campaigns

> Send bulk messages to thousands with 98% open rates

## What It Is

Send personalized bulk messages to your customers via WhatsApp and Instagram. Perfect for promotions, announcements, and customer re-engagement.

<CardGroup cols={2}>
  <Card title="98% Open Rate" icon="envelope-open">
    WhatsApp campaigns vs 20% for email
  </Card>

  <Card title="Personalization" icon="user">
    Use variables like {`{{name}}`} and {`{{order}}`}
  </Card>

  <Card title="Rich Media" icon="image">
    Add images, videos, and buttons
  </Card>

  <Card title="Scheduling" icon="clock">
    Send now or schedule for later
  </Card>
</CardGroup>

## Creating a Campaign

<Steps>
  <Step title="Go to Campaigns">Click **Campaigns** in main navigation</Step>
  <Step title="Create New">Click **+ New Campaign**</Step>

  <Step title="Write Message">
    Compose your message with text, media, and personalization variables
  </Step>

  <Step title="Add Recipients">Upload CSV or select from contacts</Step>
  <Step title="Preview & Launch">Review preview, then launch or schedule</Step>
</Steps>

## Message Components

### Text & Personalization

Use variables to personalize messages:

```
Hi {`{{name}}`}! 👋

Your order {`{{order_number}}`} has shipped and will arrive by {`{{delivery_date}}`}.

Track it here: {`{{tracking_link}}`}
```

**Available Variables:**

* {`{{name}}`} - Customer name
* {`{{phone}}`} - Phone number
* {`{{custom_field}}`} - Any custom data you upload

### Media & Buttons

* **Images**: Product photos, banners, promotional graphics
* **Videos**: Product demos, announcements (max 16MB)
* **Buttons**: Call-to-action links (e.g., "Shop Now", "Learn More")

## Adding Recipients

<CardGroup cols={2}>
  <Card title="Upload CSV" icon="file-csv">
    Upload a CSV file with customer data
  </Card>

  <Card title="Select Contacts" icon="address-book">
    Choose from existing contacts
  </Card>
</CardGroup>

### Upload CSV

**CSV Format:**

* `phone` (required) - WhatsApp number with country code
* `name` (optional) - For personalization
* Any custom fields for variables

**Example CSV:**

```
phone,name,discount_code
+12125551234,John,SAVE20
+14155555678,Sarah,SAVE20
```

### Select Contacts

1. Click **Select from Contacts**
2. Choose customers from your existing contact list
3. Filter by tags, segments, or recent activity
4. Add selected contacts to campaign

## Launch Options

<CardGroup cols={3}>
  <Card title="Send Now" icon="paper-plane">
    Immediate delivery to all recipients
  </Card>

  <Card title="Schedule" icon="clock">
    Set specific date and time
  </Card>

  <Card title="Recurring" icon="repeat">
    Automate for ongoing campaigns (coming soon)
  </Card>
</CardGroup>

### Send Now

* Messages are sent immediately to all recipients
* Best for urgent announcements or time-sensitive offers
* Monitor delivery status in real-time

### Schedule

* Set specific date and time for campaign launch
* Choose optimal time zones for your audience
* Campaign will automatically launch at scheduled time

### Recurring

* Automate campaigns to run on a schedule
* Perfect for regular newsletters or reminders
* Coming soon - contact us for early access

## Best Practices

<AccordionGroup>
  <Accordion title="Get Permission First">
    Only message customers who opted in. Respect privacy and anti-spam laws.
  </Accordion>

  <Accordion title="Personalize Messages">
    Use customer names and relevant data—personalized messages get better
    engagement.
  </Accordion>

  <Accordion title="Keep It Short">
    Mobile users scan quickly. Get to the point in 2-3 sentences.
  </Accordion>

  <Accordion title="Include Clear CTA">
    Tell customers exactly what action to take (e.g., "Shop Now", "Reply YES").
  </Accordion>

  <Accordion title="Time It Right">
    Send during business hours in customer time zones. Avoid early mornings and
    late nights.
  </Accordion>

  <Accordion title="Test First">
    Send test message to yourself before launching to thousands.
  </Accordion>
</AccordionGroup>

## Campaign Analytics

After launching, track:

* **Sent**: Total messages delivered
* **Read**: Messages opened by recipients
* **Clicked**: Link/button clicks
* **Replied**: Customer responses
* **Failed**: Delivery failures (invalid numbers)

<Info>
  Campaigns with questions or CTAs get 3-5x more engagement than announcements.
</Info>

## WhatsApp Requirements

To send campaigns on WhatsApp:

1. **24-hour window**: Can only message customers who contacted you in last 24 hours, OR
2. **Template approval**: Use approved message templates for cold outreach
3. **Opt-in required**: Customers must explicitly opt in to receive messages

[Learn more about WhatsApp policies](/integrations/whatsapp)

## Troubleshooting

**Messages failing to send?**

* Check phone numbers include country code (e.g., +1)
* Verify WhatsApp Business account is active
* Check recipient hasn't blocked your number

**Low open rates?**

* Send during optimal hours (10am-4pm local time)
* Improve subject line and preview text
* Ensure recipients opted in recently