Campaigns is a feature of the Scale and Enterprise plans. Who creates it: Administrator (Company), Company Manager, Area Manager, and Unit Manager.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
Step 1: what this campaign will do
Start by choosing how Tino will carry each conversation.1
Choose the conduct mode
Seguir um processo (Follow a process, recommended) has Tino follow a process mapped out in Cérebro, step by step, adapting if the customer changes the subject. Missão livre (Open-ended mission) is just a written goal, for one-off notices and messages.
2
Choose the process (process mode)
Search by name or department and click a card to select it. With no processes mapped, use Criar com missão livre (Create with an open-ended mission) or map one under Mapear processo (Map process).
3
Describe the context or the goal
In process mode, the contexto desta campanha (this campaign’s context) field is optional, but it improves the opening: say when the contact happens, what Tino already has on hand, and the immediate action expected. In open-ended mission mode, the objetivo da campanha (campaign goal) field is required.
4
Define what counts as a result
Choose between Processo concluído (Process completed), Transferência qualificada (Qualified transfer, with an optional department), Dados coletados (Data collected, choose at least one field), or Marcação manual (Manual tagging). In open-ended mission mode, only Marcação manual is available.
You can also set a value per conversion, optional: a fixed amount in reais or a column from your CSV. This later shows up in the campaign’s results dashboard.
Step 2: who Tino will reach out to
Choose where the contacts come from. This choice doesn’t change once the campaign is created.1
Choose the source
Tenho uma lista (I have a list) uploads a CSV. Meu sistema envia (My system sends) generates a webhook URL. O cliente chega até mim (The customer comes to me) activates by keyword.
2
Fill in the source details
For a list, upload the CSV (see Import campaign contacts). For webhook, there’s nothing to fill in here: the URL comes after you create it. For keyword, type the words (Enter adds each one), choose the match type, and the tag applied to the contact.
3
Refine the audience profile (optional)
Mark a profile as Cliente Ativo (Active Customer) or Lead and describe the context for that audience, to adjust Tino’s tone.
4
Replicate to other Units (optional)
Only for lists, and only at creation: check other Units to repeat the same list on them, with each one’s channel chosen on its own.
Step 3: when and where
This step sets the channel, the hours, and what to do when the contact doesn’t respond.1
Choose the channel
Select from the Unit’s connected WhatsApp channels. With no channel, a warning takes you to Conectar canal (Connect channel).
2
Choose the opening template (WABA channel)
On an official channel, choose an Aprovado (Approved) template or create a new one in the editor. This is required: without a template, the wizard won’t continue.
3
Set when to trigger
For a list, choose the start date and, if you want, the end date. For webhook, choose between reaching out 24 horas por dia (24 hours a day) or only within a time window. Keyword doesn’t ask for anything here: Tino responds as soon as the customer writes in.
4
Adjust the time window
When applicable, mark the days of the week and the start and end times. By default, the window comes pre-filled from the Unit’s registered business hours.
5
Set up the follow-ups (optional)
Add up to 4 attempts for when the contact doesn’t respond: 4 hours, 1, 2, 3, or 7 days after the opening. On a WABA channel, attempts 24 hours or later require an approved template for each one.
6
Generate the preview
Give the agent a name and click Gerar exemplo (Generate example) to see how Tino would open the conversation with the first contact on the list.
7
Create the campaign
Click Criar campanha (Create campaign).
As soon as the contact replies, Tino cancels the following follow-up attempts and takes over the conversation.
What happens when you create it
The result changes depending on the source you chose:- Lista (List): the campaign starts as Rascunho (Draft). The notice reads Campanha criada! Inicie o disparo quando quiser (Campaign created! Start the send whenever you want). You start the send later, from the list or the campaign dashboard.
- Webhook: the campaign starts Ativa (Active). A modal shows the webhook URL and the secret token for you to set up in your system. See Trigger campaigns by webhook or by incoming message.
- Palavra-chave (Keyword): the campaign starts Ativa (Active), already listening for the configured words.
Frequently asked questions
No channel shows up for me to choose
No channel shows up for me to choose
Only connected WhatsApp channels of the current Unit show up. Connect one under Configurações > Canais and go back to the wizard.
My semicolon-separated CSV didn't load
My semicolon-separated CSV didn't load
The CSV reader uses a comma as the separator. Download the spreadsheet template on the same screen and use it as a base.
I lost what I was filling in
I lost what I was filling in
During creation, the draft is saved in the browser with every change, per Unit, with no need to save it yourself. When you reopen the wizard on the same Unit, it recovers from where you left off. To start from scratch, use Descartar rascunho (Discard draft) when leaving.
Can I edit the contact list after creating it?
Can I edit the contact list after creating it?
Not through the wizard. The contact list of an already-created campaign is tracked in the campaign dashboard, execution by execution.
Do I need to choose a template for every follow-up?
Do I need to choose a template for every follow-up?
Only on a WABA channel, and only for attempts 24 hours or later. Shorter attempts and unofficial channels don’t require a template.