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Digital Marketing Managers and Growth Hackers
Setting up a multi-channel marketing automation workflow for a new product launch
Use cases
About
The Whatsapp,email,sms mind map template is a comprehensive operational guide for digital marketers managing multi-channel communication workflows. Covering 140 nodes across a detailed structure, it provides technical specifications for executing campaigns via WhatsApp, Email, and SMS. The template specifically outlines the use of tools like 'Mailwizz' for email automation and 'Fast2SMS' for mobile messaging. It serves as a 'Whatsapp,email,sms cheat sheet' for teams needing to maintain low bounce rates and high deliverability. Key technical workflows include the 'Create List for Campaign' process, which mandates .CSV formatting and specific number prefixes, and the 'Bulk Message sending' sequence using Chrome extensions. This 'Whatsapp,email,sms template' is particularly valuable for ensuring compliance with 'DLT Approval' and TRAI notifications while managing daily outreach limits for new numbers to prevent blacklisting.
Terms and ConditionsWhen to use this template
Marketing Operations Specialists
Training new team members on DLT compliance and email deliverability standards
Sales Development Representatives (SDRs)
Organizing daily outreach tasks across WhatsApp, Email, and SMS platforms
How to use this template
Step 1
Import the campaign template
Open the .xmind file in Xmind and review the 'Mailwizz Dashboard' structure to align your email server settings.
Step 2
Configure your contact lists
Follow the 'Create List for Campaign' branch to format your .CSV files correctly before uploading them to your messaging tools.
Step 3
Execute and monitor campaigns
Use the 'Bulk Message sending' and 'Daily Email,WA,SMS' nodes as a checklist for daily execution and report downloading.
Frequently asked questions
This template includes detailed technical workflows for three major communication channels. It covers list preparation in .CSV format, campaign setup in 'Mailwizz', WhatsApp automation via Chrome extensions, and SMS provider configurations like 'Jio Connect' for DLT approval. It also features critical safety notes regarding daily message limits and spam keyword filtering.
Navigate to the 'Bulk Message sending' branch to follow the sequence: install the 'What's app rocket' extension, upload your .CSV file, and configure content using variables like {{name}}. Ensure you follow the 'IMP note' regarding gap times and daily limits to avoid number banning.
Yes, this template is fully editable. You can customize the 'Mailwizz' server settings, update the 'SMS' provider details to match your local region, and adjust the 'Daily Email,WA,SMS' task lists to fit your team's specific operational requirements.
According to the 'Create List for Campaign' node, files must be in .CSV format. For WhatsApp, the first column must be the number column, and for specific regions like India, numbers should start with the '91' country code.
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