Centre d'aide Madyis Hub
en
Language
fr French en English de German es Spanish

Understanding campaigns: chat, SMS, WhatsApp and forms

Open in
View as Markdown Open in ChatGPT Open in Claude
Michael

Michael

Last updated on Jun 26, 2026

📍 Where to find it: Reach your customers → Campaigns

Campaigns bring together four ways to reach out to your customers: a message that opens on its own on your website (live chat), a bulk SMS send, a bulk WhatsApp send, and forms (popups) to collect information. Each type has its own tab.

How it works

A single "Campaigns" screen gives access to four sub-tabs at the top: Live chat, SMS, WhatsApp and Forms. Chat campaigns and forms rely on the widget already installed on your website. SMS and WhatsApp campaigns send a bulk message to contacts carrying a chosen label. Access to campaigns is reserved for administrators.

Step by step

  1. In the left-hand menu, open "Reach your customers → Campaigns".
  2. At the top of the page, find the tabs: Live chat, SMS, WhatsApp and Forms.
  3. Choose the type that matches your need (see the dedicated articles for each type).
  4. Click the "+" button at the top right to create a campaign of that type.

Good to know

  • Live chat and forms require the chat widget to be installed on your website.
  • SMS and WhatsApp require you to have first connected an inbox for the matching channel.
  • Only administrators can see and manage campaigns.