## 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

- [Website campaigns](/hc/ajuda/articles/campaigns-campanhas-site-en)
- [WhatsApp campaign for contact lists](/hc/ajuda/articles/campaigns-whatsapp-campaign-en)
- [HSM templates and variables](/hc/ajuda/articles/campaigns-templates-hsm-variaveis-en)