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How to implement mailings via CRM?#

When working with clients via CRM, sometimes it becomes necessary to send marketing messages.

Recommendations for setting up CRM:#

  1. Recommendations for setting up integration when sending out messages
  2. Recommendations for the scenario of using the instance for mailing and operator work
  3. General recommendations when working with WhatsApp

Recommendations for setting up integration when sending out messages#

  1. We recommend setting the minimum delay on the instance, for example 1 second.
  2. The delay for sending marketing messages must be implemented on the integration side (your CRM). Thus, messages sent in the chat will arrive as quickly as possible, and messages from the mailing list will arrive with the required delay. The message queue will be empty.

Recommendations for the scenario of using the instance for mailing and operator work#

  1. Use one phone number for both communications and mailings.
  2. Pre-warm up the phone number by communicating with the client (it is advisable that the client writes to you first).
  3. Maintain a hot database (clients who had a dialogue with your number); mailing to this database has a minimal risk of blocking.
  4. Send mailings to a cold base from warmed-up numbers, try not to send large mailings to cold numbers.
  5. Send no more than 1000 messages per day.
  6. Be sure to leave the client the opportunity to unsubscribe from the mailing list directly in the chat. To do this, add the text “If you do not want to receive our advantageous offers, write Stop” to the mailing text. And mark the client as unsubscribed if the client writes Stop.
  7. Send no more than 3 days in a row.
  8. Send messages from hot clients to cold ones. First to those who have recently communicated with the number, then to colder clients who have communicated for a long time. Set the threshold to 9 months (do not write to clients with whom there has been no correspondence for the last 9 months).
  9. We recommend the interval between sending marketing messages is 30 seconds (implement the delay on the integration side, your CRM).

General recommendations when working with WhatsApp#

To minimize the risk of number blocking, we recommend following the rules in the articles:

  1. How to protect a number from a ban?
  2. How to make mailings without the risk of blocking?