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Overview

Kinbox Campaigns enables you to send targeted bulk messages to your customer base through multiple channels including WhatsApp (Official and Lite), SMS, and Email. Perfect for promotions, announcements, follow-ups, and re-engagement campaigns.
Campaigns respect customer preferences and business hours, ensuring compliant and effective outreach.

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Key Features

Multi-Channel Support

Send via WhatsApp Official, WhatsApp Lite, SMS, or Email

Smart Scheduling

Schedule campaigns with business hours and timezone support

Template Variables

Personalize messages with contact data and custom fields

Real-Time Tracking

Monitor delivery, opens, responses, and engagement metrics

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Campaign Types

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WhatsApp Official API

Requirements:
  • Approved WhatsApp Business Account
  • Pre-approved message templates
  • Meta Business verification
Features:
  • Send to any contact (no 24-hour window required)
  • Use approved templates with dynamic variables
  • Track delivery, read receipts, and responses
  • Compliant with WhatsApp Business policies
  • Support for media (images, documents, videos)
Template Example:
Hi {{1}}, we have a special offer just for you!
Get {{2}}% off on {{3}}. Valid until {{4}}.
Visit: {{5}}

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Creating a Campaign

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Step 1: Campaign Setup

1

Choose Channel

Select WhatsApp Official, WhatsApp Lite, SMS, or Email
2

Select Recipients

Choose contacts by:
  • Upload CSV/Excel file
  • Select from existing contacts
  • Filter by tags
  • Filter by custom fields
  • Import from groups
3

Compose Message

Create your message with:
  • Plain text or rich formatting
  • Template variables (placeholders)
  • Media attachments
  • Links and CTAs
4

Configure Settings

Set campaign parameters:
  • Batch size (messages per batch)
  • Interval between batches
  • Business hours restrictions
  • Start date/time

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Step 2: Personalization

Using Placeholders: Personalize messages using contact data: 
Hello {{name}},

Your account balance is {{balance}}.
Your tier status: {{customer_tier}}

Thank you for being a {{customer_type}} customer since {{registration_date}}!
Available Variables:
  • Standard fields: {{name}}, {{phone}}, {{email}}
  • Custom fields: Any custom field you’ve created
  • System fields: {{contact_id}}, {{created_date}}
WhatsApp Official templates require pre-approval with specific placeholder positions ({1}, {2}, etc.)

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Step 3: File Upload

CSV/Excel Requirements:
  • First row must contain column headers
  • phone column is required (with country code)
  • Additional columns map to placeholder variables
  • Supported formats: .csv, .xls, .xlsx
  • Maximum file size: varies by plan
  • Phone format: Country code + number (e.g., 5511999999999)
Example Structure: 
phone,name,product,discount,expiry_date,link
5511999999999,John,Premium Plan,20,2025-12-31,https://example.com/offer
5511988888888,Maria,Basic Plan,15,2025-12-31,https://example.com/offer

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Campaign Management

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Monitoring Campaigns

Campaign Dashboard:
  • Total messages scheduled
  • Messages sent
  • Successfully delivered
  • Failed deliveries
  • Response rate
  • Conversion tracking
  • Pause: Temporarily stop sending (resumes current batch later)
  • Resume: Continue paused campaign from where it stopped
  • Progress: Real-time batch progress
  • Next Batch: Scheduled time for next batch

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Campaign Controls

Pause Campaign

Stop sending temporarily while preserving progress

Resume Campaign

Continue from the last completed batch

Preview Messages

See how messages will appear with placeholder data

Export Results

Download campaign performance and delivery reports
When pausing a campaign, the current batch will complete before pausing. Previously, campaigns could skip the current batch when paused - this has been fixed.

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Advanced Features

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Business Hours Integration

Respect Working Hours:
  • Configure business hours in workspace settings
  • Campaigns pause outside business hours
  • Automatically resume when business hours start
  • Timezone-aware scheduling
Example Scenario: 
{
  "business_hours": {
    "monday": {"start": "09:00", "end": "18:00"},
    "saturday": {"start": "09:00", "end": "13:00"},
    "sunday": "closed"
  },
  "timezone": "America/Sao_Paulo"
}

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Do Not Disturb (DND)

Automatic Filtering:
  • Contacts with DND enabled are automatically skipped
  • Visible in campaign reports with reason
  • Respects customer communication preferences
  • Complies with anti-spam regulations
DND contacts still count toward your campaign totals but are marked as “not delivered” with the reason “Do Not Disturb active”.

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Batch Management

Why Batches Matter:
  • Prevents channel restrictions and rate limiting
  • Ensures stable delivery rates
  • Allows for controlled pacing
  • Reduces risk of spam detection
Recommended Settings:
  • Batch size: 100-500 messages
  • Interval: 1-2 minutes
  • Safe for large volumes

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Campaign Analytics

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Key Metrics

Delivery Rate

Percentage of successfully delivered messages

Response Rate

Percentage of recipients who replied

Conversion Rate

Percentage who completed desired action

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Detailed Reports

Per-Contact Status:
  • Sent timestamp
  • Delivery confirmation
  • Read receipt (when available)
  • Response received
  • Failure reason (if applicable)
  • Observations column for SMS
Aggregate Statistics:
  • Total campaign reach
  • Success vs. failure breakdown
  • Response message count
  • Average response time
  • Conversation initiation rate

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API Integration

Manage campaigns programmatically:

List Campaigns

Retrieve all campaigns with filters

Get Campaign

Fetch campaign details and status

Create Campaign

Launch new campaigns via API

Pause Campaign

Pause active campaigns

Resume Campaign

Resume paused campaigns

Get Leads

Retrieve campaign recipients

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Best Practices

1

Segment Your Audience

Target specific customer groups for better relevance and response rates
2

Test Your Message

Send test messages to verify formatting and placeholders work correctly
3

Respect Preferences

Honor DND settings and maintain compliance with communication regulations
4

Optimize Timing

Schedule campaigns during business hours and consider customer timezone
5

Monitor Performance

Track delivery rates and adjust batch settings if you see failures
6

Follow Up

Create automation rules to handle responses and continue conversations
WhatsApp Official: Always use approved templates. Unapproved messages will fail.WhatsApp Lite: Use conservatively to avoid account restrictions. High volume can trigger bans.SMS: Ensure phone numbers include country codes and are properly formatted.
Pro Tip: Create customer segments using tags and custom fields, then save them as views for quick campaign targeting.

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