Marketing Campaigns

What are Campaigns?

Campaigns in ZenTraq let you plan, execute, and track marketing initiatives — email blasts, WhatsApp broadcasts, social media campaigns, and more.

Campaign Types

Type	Channel	Description
Email Campaign	Email	Bulk email to a target list
WhatsApp Broadcast	WhatsApp	Template messages to contacts
SMS Campaign	SMS	Text message blasts
Social Media	Facebook/LinkedIn/Instagram	Track social campaigns
Event	In-person/Virtual	Webinars, trade shows, meetups
Referral	Word of mouth	Track referral programs

Creating a Campaign

1. Go to Marketing → Campaigns → Click + New Campaign
2. Fill in:
   • Campaign Name — Clear, identifiable title
   • Type — Email, WhatsApp, SMS, Social, Event
   • Status — Planning, Active, Paused, Completed
   • Start/End Date — Campaign duration
   • Budget — Planned spend
   • Target Audience — Which leads/contacts to reach
   • Goal — Expected outcome (leads generated, conversions)
3. Configure channel-specific settings

Email Campaigns

Setup

1. Select campaign type: Email
2. Choose or create an Email Template
3. Define Target List:
   • All leads/contacts
   • Filtered segment (e.g., "Leads from Mumbai with status NEW")
   • Custom CSV list
4. Set Schedule — Send now or schedule for later
5. Configure tracking (opens, clicks)

Personalization

Use variables in your email:

• — Recipient's first name
• — Their company
• — Related deal
• — Assigned rep name
• — Any custom field value

A/B Testing

• Create 2 subject line variants
• System sends each to a portion of the list
• Winning variant sent to the rest

WhatsApp Broadcasts

Prerequisites

• WhatsApp Business API connected
• Approved message template
• Contacts must be opted-in

Setup

1. Select campaign type: WhatsApp Broadcast
2. Choose an Approved Template
3. Fill in template variables
4. Select target audience
5. Schedule or send immediately

Limits

• WhatsApp limits sending based on your quality rating
• Start small (1,000/day) and scale up as quality improves
• Failed deliveries don't count against limits

Campaign Tracking

Metrics

Metric	Description
Sent	Total messages dispatched
Delivered	Successfully reached recipient
Opened	Recipient opened the message/email
Clicked	Recipient clicked a link
Replied	Recipient responded
Bounced	Delivery failed
Unsubscribed	Opted out after receiving
Converted	Became a customer/deal

ROI Tracking

• Cost per Lead = Campaign budget ÷ Leads generated
• Conversion Rate = Conversions ÷ Total reached
• Revenue Generated = Deals closed from this campaign
• ROI = (Revenue - Cost) ÷ Cost × 100%

Lead Attribution

Track which campaigns generated which leads:

• Auto-tag leads with campaign source
• Multi-touch attribution (first touch, last touch)
• Campaign field on lead records
• Filter leads by campaign in list views

Campaign Audience Segments

Creating Segments

Define target audiences by:

• Lead status (New, Contacted, Qualified)
• Geography (City, State, Country)
• Industry or interest
• Last activity date
• Lead source
• Custom field values
• Tags

Saved Segments

Save frequently used segments:

• "All new leads this month"
• "Inactive leads (no activity 30+ days)"
• "High-value prospects in Mumbai"
• "Opted-in WhatsApp contacts"

Social Media Integration

Connecting Platforms

1. Go to Settings → Social Media
2. Connect:
   • Facebook/Instagram (via Meta Business Suite)
   • LinkedIn
   • Twitter/X
3. Enter API credentials for each platform

Tracking Social Campaigns

• Link paid ad campaigns to ZenTraq
• Track leads generated from social ads
• UTM parameter auto-capture
• Cost and ROI per platform

Campaign Calendar

View all campaigns in a calendar:

• Color-coded by type/channel
• See overlapping campaigns
• Plan ahead with draft campaigns
• Monthly/quarterly view

Tips

• Segment your audience — Relevant messages perform 3x better
• A/B test subject lines — Small changes make big differences
• Track ROI — Kill campaigns that don't convert
• Respect opt-outs — Always honor unsubscribe requests
• Time your sends — Test different days/times for best open rates
• Follow up fast — Respond to campaign replies within 1 hour
• Clean your lists — Remove bounced/invalid contacts regularly