Guide FloatChat

Floatchat- User Guid


1. Introduction #

Floatchat offers powerful campaign capabilities to create and automate marketing campaigns, allowing you to engage with leads and handle re-engagement scenarios effectively.

Think of campaigns on Floatchat as similar to email drip campaigns, but with messaging for chatbots. With enhanced flexibility in targeting user segments based on subscriptions and greater control over the timing of successive messages, campaigns take chatbot conversions to the next level.

1.1 Availability Plan #

Campaign Management is available to Floatchat customers on the Business Plan or higher subscription.

You can access the Campaigns feature from the Broadcast menu and select the Campaigns option.


1.2 Availability Platforms & Channels #

Floatchat provides campaign support across various chatbot channels, including:

  • Facebook Messenger
  • Instagram
  • WhatsApp
  • Slack
  • Line
  • Website (& Mobile SDK)
  • Messages will be delivered if the chatbot is active during the campaign broadcast.

2. How it Works #

2.1 Add New Campaign #

To manage campaigns, go to the Broadcast menu and select Campaigns. Here, you’ll find a list of your existing campaigns and the option to create a new campaign using the “Create Campaign” feature.

Each campaign entry displays the number of subscribers and messages sent for that campaign. You can also edit, rename, or delete a campaign from this section.

2.2 Adding Steps #

Once a campaign is created, you can add steps by selecting the campaign and accessing the campaign editor. The campaign editor allows you to manage each step or message within the campaign.

When adding a step, you can configure the following options:

  • Type: Choose whether the step sends a message or triggers a path. Set the appropriate message or path to be triggered accordingly.
  • Schedule: Determine whether the step is triggered immediately after the previous step or after a specific delay. The delay can be set in terms of hours or minutes from the previous step.
  • You also have the option to control the delivery of campaign messages on specific days. For example, you may choose not to send messages on weekends.

Note: For the first step, the delay will be counted from the user’s subscription time to the campaign.


2.3 Campaign Subscriptions #

Floatchat allows you to easily subscribe or unsubscribe users to specific campaigns based on their interactions with the chatbot. This enables you to target campaign broadcasts to specific segments of users who have subscribed to a particular campaign.

To manage campaign subscriptions, you can utilize the following conversation flow nodes:

  • Subscribe Campaign
  • Unsubscribe Campaign

By incorporating these nodes within the conversation flow, you can subscribe or unsubscribe users to/from a campaign based on their journey.

You can download the campaign subscribers’ data as a CSV file, which includes user information such as ID, name, email, contact number (if available), channel, and subscription timestamp.

2.4 Tracking #

Once a campaign is live, you can track the number of messages sent, delivered, and read by your chatbot users. Please note that delivery and read receipts tracking is dependent on the channel and may vary if multiple channels are configured, some of which may not provide this data.


2.5 Download subscriber list #

As part of the Campaigns feature, you can download the subscriber list by clicking on the subscriber count. The downloaded file will be in CSV format and will contain user details such as ID, name, email, contact number, platform/channel (through which the broadcast was sent), and timestamp.

The downloaded file will also be available in the export history tab for your reference.

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