Step 1: Add/Import Customers

(1) Import/Add Customers

In the "Customers" module, click the "Import" button on the right side of the "Customer List". There are two ways to import customers, one is to create them one by one, and the other is to import them in batches (you can download the template and import them after organizing them).
Instructions:

1. It is recommended to provide as much information as possible when creating or importing customers, so that when creating templates, you can "insert variables" and select appropriate variables when creating groups.
   Batch import precautions:
2. The number of customers uploaded in a single batch cannot exceed 5000. If it exceeds, it needs to be uploaded in multi-batches;
3. First Name/Last Name/Phone Number/WhatsApp/Email must have at least one item not empty, and other columns can be optional;
4. Please use Chinese/English commas to separate tags. If the tag does not exist in the system, it will be created and associated;
5. It is recommended to create the corresponding tags and custom fields first, organize them into the import table, and then import them in batches.

(2) Creating Tags

In the "Customers" module, you can create tag categories and customer tags to classify customers and create diverse groups for targeted marketing.

Instructions:

1. We recommend creating tag categories first and then creating corresponding customer tags for easier management.
2. You can also import customers and then add tags in bulk. Select the customers you want to tag, click "Batch Tags," enter the tag content, select the tagging method, and click "OK."

(3) Creating Custom Fields

In the "Management - General - Custom Setting" module, under "Custom Settings," click "Add Custom Fields" to create custom fields. You can choose from six types of fields: text, number, single select, multi-select, date, and time.

Instructions:
Click "Add Custom Information Field," enter the field name, choose whether it is displayed by default and whether it is required, select the corresponding field type, and click "Save."

Step 2: Creating Customer Groups

In the "Customers" module, under "Customer Groups," click "New Target Group" and select the corresponding variables, conditions, and values to create a group.

Instructions:

1. The variables for grouping can be system default fields, customer tags, or custom fields.
2. The grouping conditions can be "and" or "or," depending on the actual business scenario.

Step 3: Creating WhatsApp Message Templates

After logging into the system, Navigate to the 'Management-Tools-Templates', select the corresponding WhatsApp number and create a template by completing the template name, language, header (optional), content, footer (optional), and buttons (optional). After creating the template, click "Submit" for official WhatsApp review.

Note:

The NXLINK system supports linking multiple WhatsApp numbers, and each template is independent of each other. Therefore, when creating a template, you need to select the corresponding WhatsApp number first and then create the template.

1. If all numbers belong to the same WABA, you can directly create the template.
2. If there are numbers belonging to different WABAs, you need to first select the corresponding WhatsApp number before creating the template.
3. If there are multiple numbers under the same WABA, you can select any one of them to create the template.

Instructions:

1. Template name: can only contain lowercase letters, numbers, and underscores.
2. Header: optional, can include text content or rich media (images, videos).
3. Insert variables: currently supports customer basic information such as name, country, email, date of birth, etc.
4. Footer: optional, can include some text content.
5. Buttons: optional, can add quick reply buttons and call-to-action buttons.
6. Routing Tag: Customers who receive a message sent through this template will automatically be assigned this tag. Routing tags can be applied in auto-reply flows to automatically direct customer inquiries to different support groups.
7. Start New Conversation: Customers who receive a message sent through this template will have their current unassigned conversation closed. When the customer replies, a new conversation will start and enter a new auto-reply flow.

Step 4: Creating WhatsApp Group Messaging Activities

Navigate to the 'Campaigns-Digital-WhatsApp Broadcast-Create a WhatsApp Campaign', edit and send the campaign's content.

There are four steps:

1. Edit content: enter the campaign name, select the sending number and message template.
2. Recipients: select the customer groups to be sent to, which can be one or more.
3. Budget: the system will automatically calculate the cost of the campaign.
4. Review and send: choose to send immediately or schedule to send later.

Step 5: Responding to Customer Messages

Navigate to the 'Conversations-Digital', you can see a list of all group messaging conversations, as well as individual customer chat records. Customer messages that have not been assigned will appear in the "Pending Assignments" list. If the response is from a bot, it will appear in the "Bots" list.

In the chat conversation window, you can send template messages or multimedia messages to customers, such as images, videos, and documents.

Instructions:

1. Images should be no larger than 5MB, and the recommended formats are JPG and PNG.
2. Videos should be no larger than 16MB, and the recommended formats are MP4 and 3GP.
3. Documents should be no larger than 100MB.
4. If the conversation lasts more than 24 hours, only template messages can be sent.

Step 6: Viewing Statistical Data

Navigate to the 'Campaigns-Digital-WhatsApp Broadcast-Details', you can view the details of each group messaging campaign, such as sent, delivered, failed, and read data.

Navigate to the 'Report-Campaign-Mass Campaign Analysis', you can search by time to view the overall campaign data for a specific time period, such as the total number of campaigns, the number of messages sent, delivered, failed, and read.