Set Up Campaign Automation

Stop a campaign from dead-ending at "delivered." Wire your sends to workflows so every reply, bounce, or microsite click automatically creates a tag, a task, or a hand-off to the right owner — letting one team run repeatable outreach across WhatsApp, email, and SMS and feed the results straight back into CRM activity.

Entry pointGrowth → Campaigns

Who Can Do This

Marketing users and admins usually create campaigns. Sales managers should review audiences and follow-up ownership before launch. Sales users handle the replies, tasks, and qualified opportunities that campaigns create.

Before You Start

Have these ready before you build anything:

• Audience source: list, tag, segment, file, or filtered contacts.
• Channel: WhatsApp, email, or SMS.
• Approved template or content.
• Verified sender.
• Follow-up plan for replies.
• Reporting goal, such as replies, bookings, visits, or deals.

Campaign Workflow

1. Open Campaigns.
2. Create a new campaign.
3. Choose the channel.
4. Select the audience.
5. Choose or create the message template.
6. Send a test message.
7. Review audience count and exclusions.
8. Schedule or launch the campaign.
9. Monitor campaign stats.
10. Use automation or sales tasks to handle replies and hot leads.

Connect Campaigns to Workflows

Campaigns create activity. Workflows can respond to that activity.

Examples:

• If a WhatsApp campaign reply arrives, add a tag and notify the owner.
• If an email bounces, create a task to verify contact details.
• If a microsite is interacted with, move the contact to a high-intent list.
• If a campaign creates many replies, distribute follow-up tasks across a team.

Practical Example: Site Visit Campaign

Goal: Invite warm leads to visit this weekend.

1. Build an audience of contacts interested in a specific project.
2. Choose WhatsApp and an approved site visit invitation template.
3. Schedule the campaign for Thursday morning.
4. Create a workflow triggered by WhatsApp reply or microsite interaction.
5. Assign the owner a follow-up task.
6. Notify the manager if a high-budget contact replies.
7. Review campaign stats and site visit reports on Monday.

Reporting

After launch, keep an eye on:

• Audience count before launch.
• Sent, delivered, failed, and engagement metrics where available.
• Replies and active conversations.
• Tasks created after campaign engagement.
• Meetings, site visits, deals, or revenue influenced by the campaign.

Common Issues

Issue	What to check
Audience count is lower than expected	Filters, opt-outs, missing phone/email, or duplicate exclusions may reduce audience.
Campaign cannot launch	Sender or template may be missing, unverified, or unapproved.
Replies are not assigned	Add a workflow or manager process for reply handling.
Sales team is overloaded	Reduce audience size, stagger send time, or distribute follow-up tasks.
Reports show sends but no conversion	Review audience quality, offer, timing, and sales follow-up speed.

If you can launch campaigns but can't build the workflows that react to them, ask your admin — workflow creation is a separate permission, and admins also own the verified senders and approved templates a campaign needs before launch.

Contact Brixi support if a campaign event clearly happened — a reply arrived, an email bounced, a microsite was clicked — and a published workflow that triggers on that event never fired. Include the campaign name, the workflow name, and the contact involved.

Admin Notes

Don't launch large campaigns before confirming sender health and reply ownership. A successful campaign can create a surge of conversations, so make sure the team is ready to respond.

Related articlesReach Your Audience with CampaignsRun WhatsApp and Message CampaignsCampaign Reports and Analytics