The Campaigns Module in HelloCRM empowers marketers to create and launch multi-channel campaigns across SMS, WhatsApp, Email, and Voice. With built-in sender management, audience grouping, and template support, you can easily design, schedule, and track campaigns that reach customers on their preferred channels.

Key Features #

Multi-Channel Campaigns #

• Launch campaigns via SMS, WhatsApp, Email, and Voice from one dashboard.
• Preview campaign content before sending.

Sender & Audience Management #

• Connect SMS numbers, WhatsApp senders, or email addresses before sending.
• Create and manage audience groups to target specific segments.

Templates & Message Building #

• Choose from existing templates for SMS and WhatsApp campaigns.
• Use block editor templates or create new content for email campaigns.
• Add text, images, or custom HTML to design engaging messages.

Scheduling & Delivery #

• Schedule campaigns to send at a future date and time.
• Monitor campaign status and delivery performance in real time.

Voice Campaigns #

• Launch automated voice campaigns with three options:
  • Agent Call – AI agent calls a list of numbers.
  • Text-to-Speech Call – Convert written text into a voice message.
  • Recorded Audio Call – Upload an audio file to play during calls.

How to Use #

Step 1: Create an Audience #

• Build groups of recipients in HelloCRM.
• Add contacts manually or via import to create campaign audiences.

Step 2: Connect a Sender #

• Ensure you have an active SMS number, WhatsApp sender, or email address.
• Select the correct sender during campaign setup.

Step 3: Launch an SMS Campaign #

• Go to Campaigns → SMS.
• Choose sender, audience group, and SMS template.
• Preview and schedule or send immediately.

Step 4: Launch a WhatsApp Campaign #

• Go to Campaigns → WhatsApp.
• Select sender, audience group, and WhatsApp template.
• Preview and schedule.

Step 5: Launch an Email Campaign #

• Go to Campaigns → Email.
• Select email sender and audience group.
• Write your content directly or use a block editor template.
• Send immediately or schedule.

Step 6: Launch a Voice Campaign #

• Go to Campaigns → Voice.
• Select a voice number and audience group.
• Choose campaign type: Agent Call, Text-to-Speech, or Recorded Audio.
• Add agent, text message, or upload audio file.
• Schedule and launch the campaign.

Video Walkthrough #

For a complete guided demo, watch the Campaigns Module Documentation video here:
👉 Watch Video

Best Practices #

• Segment audiences into groups for personalized campaigns.
• Always test templates before sending bulk campaigns.
• Use scheduling to optimize delivery time for customer engagement.
• Leverage block editor for visually rich email campaigns.
• Track performance metrics after sending to refine future campaigns.

Next Steps #

• Explore the Templates Module to design reusable content for campaigns.
• Use the Reports Dashboard to monitor campaign performance and ROI.
• Connect Automations to trigger campaigns based on customer behavior.