ConversaLabs Help Center
en
Language
pt_BR Portuguese (Brazil) en English es Spanish

Campaigns overview

Open in
View as Markdown Open in ChatGPT Open in Claude
Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

ConversaLabs Campaigns let you reach your contacts proactively — instead of waiting for them to start the conversation. In one place you create, schedule and track outbound message sends to defined audiences, with delivery and outcome metrics.

There are two main families of campaign:

  • Website campaigns: proactive messages shown in your site's chat widget, triggered by rules (for example, which page the visitor is on and for how long). Great for engaging people who are browsing right now.
  • WhatsApp campaigns: sends to contact lists (audience defined by labels), using approved HSM templates or messages with variants, with scheduling and send pacing.

Each type has its own article in this category, with the full walkthrough. Depending on the channels enabled in your account, you may also find SMS campaigns, which follow the same logic as WhatsApp ones.

Prerequisites

  • Access to the Campaigns module (may depend on your access role — talk to an administrator).
  • For website campaigns: an active website/widget inbox.
  • For WhatsApp campaigns: a connected WhatsApp inbox and, for templates, approved templates.
  • Organized contacts (especially labels, used to define the audience).

Step by step

  1. Open Campaigns in the sidebar.
  2. Choose the campaign type (website or WhatsApp).
  3. Click Create campaign.
  4. Give it a title and select the inbox (channel) that will send it.
  5. Build the content (message, template or proactive message) and define the audience or the trigger.
  6. Choose when to send (now, scheduled, or save as draft) and confirm.
  7. Track the campaign status and metrics in the list.

Settings & options

  • Campaign type: website (proactive in the widget) or WhatsApp (for lists).
  • Channel / inbox: defines where the message is sent from.
  • Audience or trigger: audience by labels (WhatsApp) or page/time rule (website).
  • Content: HSM template, message with variants, or proactive message.
  • Scheduling: send now, schedule for later, or keep as a draft.
  • Status and metrics: track sent, delivered, read and replied.

Use cases

  • Greet visitors on a pricing page and offer help in real time (website campaign).
  • Announce a promotion to a list of labeled customers (WhatsApp campaign).
  • Re-engage old contacts with a segmented, scheduled message.
  • Communicate important notices (hours change, new feature) to the right audience.

Tips, limits & best practices

  • Start with small, well-segmented audiences by labels — quality beats volume.
  • On WhatsApp, respect Meta's rules and anti-ban best practices (send pacing, relevant content, opt-out option).
  • Keep messages clear and useful to reduce blocks and increase replies.
  • Test your content with a small audience before a large send.

Troubleshooting

  • I don't see Campaigns: the module may not be enabled for your account or role — talk to an administrator.
  • I can't pick an inbox: confirm the right channel is connected (website for website campaigns; WhatsApp for WhatsApp campaigns).
  • Empty audience: check whether there are contacts with the selected label.

See also