Offers, Greetings & Campaigns

Send a festival wish, a new-stock offer, a holiday notice or a dues reminder to many customers at once, on WhatsApp (text and up to five images) or SMS. Pick who gets it with the contact list's filters, leave out or hand-pick single customers, schedule it for later, and watch it go out in the background.

Where it is in the app

• Customers (or All Contacts, Suppliers) > ⋮ > Send Message. If you have ticked rows, it reads Send Message (ticked) and starts with just those.
• From reports: the 📣 button on Receivables / Payables Ageing, Customer Points, and every dues list (gym member dues, patient dues, parking renewals, jewellery scheme dues and maturity).
• Campaigns (top right of the Send Message page) - every campaign with its progress.

How a campaign runs

flowchart TD
    A[Filter the customer list
group · city · district · state · route · search] --> B[⋮ Send Message]
    R[Or 📣 on a report
ageing · points · dues] --> C
    B --> C[Recipients: everyone matched
untick to leave out · or pick only a few]
    C --> D[Leave out opted-out customers
haven't bought in N days · top customers]
    D --> E[Pick WhatsApp or SMS
template · message · images]
    E --> F{Send now or schedule?}
    F -->|now| G[Campaign starts in the background]
    F -->|schedule| H[Waits for the date and time]
    H --> G
    G --> I[One message per customer, a few seconds apart]
    I --> J{Reached?}
    J -->|yes| K[Sent]
    J -->|WhatsApp / SMS phone offline| L[Retried every minute for a day]
    J -->|refused| M[Failed - Retry from Campaigns]
    L --> I
    K --> N[Results: sales 7 days before vs after]

Choosing who gets it

• The list's filters. Everything you narrowed the customer list by - search, group, outlet type, City, District, State, route - decides who is in. The page shows what it was narrowed by.
• Leave out or pick specific customers. Tap the recipient line. Search by name or phone and untick the few you want to skip, or press Clear shown and tick only the ones you want. Select all shown ticks everything the search shows.
• Opted out. Tap N opted out and tick customers who asked not to get offers. The list is saved for the business, so every device and every later campaign leaves them out. Bills, receipts and reminders still reach them.
• Haven't bought in 30 / 60 / 90 days, 6 months or a year - win back customers who stopped coming. Read from their last sale, order or counter bill.
• Top customers - top 10, 25, 50 or 100 by sales in the last 90 days.
• A phone number shared by two customers gets the message once. Customers with no phone number are left out.

Writing the message

• Templates - one tap fills the box: Offer, Diwali, Pongal, Christmas, Ramzan, New Year, Birthday, New stock, We miss you, Holiday, Dues, Renewal, Points. Suppliers get Price enquiry, Stock enquiry, Holiday and Greetings.
• Your own templates - type a message and press Save as template. Saved ones appear first for everyone in the business; tap ✕ on a chip to delete it.
• Placeholders are filled per customer:

  Placeholder	Becomes
  {name}	The customer's name.
  {shop}	Your business name.
  {due}	What they owe (their balance, or the report's amount).
  {link}	Your website - or review link - from the invoice footer's social links.
  {points}	Their reward points (from the Customer Points report).
  {date}	The due or renewal date (from a dues report).

• The preview shows the exact text the first customer will get.

Images (WhatsApp)

• Add images - up to five posters or offer pictures from the device. The first carries the message as its caption; the rest follow on their own.
• From catalogue - pick a product and its photos are added, cover first. An empty message is started as "check out <product>".
• From designs - pick a poster or offer post saved in Design > Business Marketing, or tap New poster to make one now. (Not on the web version.)
• SMS carries text only.

Scheduling

Tap Send now to pick a date and time instead - write the Diwali wish today, send it at 8 AM on the day. The device must be on, with the app open, at that time: the campaign is sent by the device it was made on.

Campaigns: progress, retries and results

• Each campaign shows Sent · Failed · Waiting with a progress bar, and whether it is scheduled, sending, waiting for WhatsApp/SMS to come online, or finished.
• If WhatsApp or the SMS phone is offline, the waiting customers are tried again every minute for up to a day.
• Who failed lists each number with the reason; Retry N failed sends to them again; Cancel stops a campaign that has not finished.
• Results compares what the reached customers bought in the 7 days before and the 7 days after. It is a plain before/after - a festival week lifts sales on its own.
• Every message also appears in Settings > Sent Messages. Campaigns are kept on the device for 60 days.

Keeping the WhatsApp number safe

Messages go out a few seconds apart, never in a burst. If today's WhatsApp messages would pass about 200, the confirm box warns you: a personal number that sends too much in a day can be blocked by WhatsApp. Split a big list across days, and keep the opt-out list up to date.

How it sends

flowchart TD
    A[Campaign message] --> B{Channel}
    B -->|WhatsApp| C{WhatsApp route on this device}
    C -->|bot on this device| D[Sends by itself - phone must stay online]
    C -->|SKS Connect device| E[Relayed - update SKS Connect for images]
    C -->|Cloud API| F[Text only]
    B -->|SMS| G{SMS route}
    G -->|SKS Connect agent| H[One bulk request, each with its own text]
    G -->|Google Messages| I[Sent one by one]
    G -->|phone's SMS app| J[Opens one composer - reaches only the first]

Settings & permissions

Settings > Whatsapp and Settings > SMS set up the routes. The opt-out list and your own templates are saved with the business settings from the Send Message page itself. Send Message, Save Filters and the report 📣 buttons are shown to the owner's login only.