This guide explains how to create WhatsApp campaigns in RateUp.

RateUp supports:

• Broadcast Campaigns
• Drip Campaigns

Both campaign types use approved WhatsApp templates for sending messages.

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Creating a Broadcast Campaign

Broadcast campaigns are used to send one-time messages to customers.

Examples include:

• Promotions
• Discounts
• Announcements
• Loyalty updates

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Open Campaigns

To access Campaigns:

1. Open the RateUp dashboard
2. From the sidebar, click Campaigns

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Start Creating a Broadcast Campaign

To create a broadcast campaign:

1. Click Create Campaign
2. Select Broadcast Campaign

The campaign creation dialog will open.

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Configure Basic Information

In the Basic Info tab:

Select Team

Choose the team that will manage the campaign.

Example:

• Main
• Calicut

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Enter Campaign Name

Provide a campaign name.

Examples:

• Summer Sale 2025
• Weekend Offer
• Loyalty Promotion

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Enable User Consent

The User Consent option ensures messages are only sent to customers who have agreed to receive communication.

Keeping this enabled is recommended for compliance.

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Continue to Templates

After entering the required details:

1. Click Next
2. Open the Templates tab

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Select a WhatsApp Template

Choose an approved WhatsApp template.

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View Available Templates

Click the template dropdown to view approved templates.

Examples include:

• loyalty_register_success
• loyalty_buy_and_earn
• notification_reward_redemption
• notification_points_earning
• notification_birthday_rewards

Only approved templates can be used in campaigns.

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Create a New Template

If a suitable template is unavailable:

1. Click Create Template
2. Create and submit the WhatsApp template
3. Wait for approval
4. Return and select the template

For detailed steps, see WhatsApp Templates.

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Configure Dynamic Variables

Some templates contain placeholders for dynamic customer information.

Map each variable to the correct data field.

Example:

• Variable 1 → Name
• Variable 2 → Phone Number

Dynamic variables personalize campaign messages automatically.

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Create the Broadcast Campaign

After configuration:

1. Review the campaign settings
2. Click Create Campaign

The campaign will appear in the Campaigns dashboard.

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Creating a Drip Campaign

Drip campaigns allow businesses to send automated message sequences over time.

These campaigns are commonly used for:

• Customer onboarding
• Follow-up reminders
• Loyalty nurturing
• Engagement automation

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Start Creating a Drip Campaign

To create a drip campaign:

1. Click Create Campaign
2. Select Drip Campaign

The drip campaign creation dialog will open.

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Configure Drip Campaign Information

In the Basic Info tab:

Select Team

Choose the team responsible for the campaign.

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Enter Campaign Name

Provide a name for the drip campaign.

Examples:

• Welcome Journey
• Loyalty Follow-up
• Customer Retention Flow

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Enable User Consent

The User Consent option ensures messages are sent only to customers who have given consent.

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Continue to Templates

After configuring the campaign details:

1. Click Next
2. Open the Templates tab

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Configure Drip Campaign Stages

Drip campaigns support multiple stages.

Each stage can:

• Use a different WhatsApp template
• Be delayed by a specific time
• Be scheduled for a specific hour

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Configure a Stage

For each stage:

Select Template

Choose an approved WhatsApp template.

Or click Create Template to create a new one.

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Configure Delay

Enter how long the system should wait before sending the message.

Example:

• 1 Day
• 2 Hours
• 7 Days

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Select Delay Unit

Choose the delay type:

• Minutes
• Hours
• Days

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Configure Send Time

Choose the exact time the message should be delivered.

Example:

• 09:00 AM

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Add More Stages

To create additional drip steps:

1. Click Add Stage
2. Configure another template and delay

This allows businesses to build complete automated journeys.

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Create the Drip Campaign

After configuring all stages:

1. Review the campaign flow
2. Click Create Campaign

The drip campaign will appear in the Drip Campaigns list.

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Important Notes

• Only approved WhatsApp templates can be used
• Drip campaigns can contain multiple stages
• Delays determine when each stage is sent
• User consent should remain enabled for compliance
• Campaigns can be activated or paused anytime