ORALZY
How-to

Marketing Engine campaign patients ko WhatsApp par kaise bheje?

Marketing Engine → "Campaigns" tab → draft row par "Make WhatsApp list" → pehle confirm OK → dusre sawal par OK sirf tab jab patients ne WhatsApp ki sahmati di hai (Cancel = pending rahenge) → alert: 'List "Marketing: <naam>" made: N people — X ready, Y pending consent, Z opted out'. Phir "Open WhatsApp Campaigns →" se approved template chunke bhejo.

Where in ORALZY: Patient Connect → Campaigns → Marketing Engine · Patient Connect → WhatsApp → WhatsApp Campaigns

Ye button sirf owner ya admin chala sakte hain; baaki staff ko error aayega. Isse koi message nahi jaata — segment WhatsApp → Campaigns me ek contact list ban jaata hai. Consent OK karne se sirf 'pending' wale opted-in bante hain; jisne STOP bheja wo kabhi nahi judta. Segment me koi na mile to 'No patients found in this selection (with a phone, not opted out)'. Segment badla ho to "Remake WhatsApp list" dabao. Bhejne ka poora tareeka (template, launch, schedule) WhatsApp Campaigns wale page par hai. Mobile par bhi same button hai ("Pending" / "Yes, agreed").

Quick steps

  1. Marketing Engine → "Campaigns" tab me draft campaign dhundo
  2. "Make WhatsApp list" dabao aur pehla confirm OK karo
  3. Sahmati ho to dusre sawal par OK, warna Cancel
  4. "Open WhatsApp Campaigns →" → wahan template chunke bhejo

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