Marketing Hub: Reach, Engage, and Convert Your Audience

The Marketing section gives you everything you need to manage contact groups, scheduled messaging campaigns, visitor tracking, and WhatsApp marketing templates — all from one centralized hub.

What You Can Manage

Contact Groups

Organize your audience into segments so you can send the right messages to the right people. Whether it's by demographics, behavior, or purchase history, grouping your contacts makes every campaign more effective.

Use cases:

  • Segment by engagement level (new leads vs. loyal customers)
  • Group by product interest or purchase history
  • Create lists for specific campaigns or promotions

Learn more about Contact Groups →

Scheduled Messages

Plan and automate your outreach campaigns in advance. Schedule messages to go out at optimal times, set up recurring campaigns, and track delivery status — all without sending a single message manually.

Use cases:

  • Automated follow-up sequences
  • Promotional campaign scheduling
  • Re-engagement campaigns for inactive contacts

Learn more about Scheduled Messages →

Visitors

Track and manage everyone who interacts with your business across all channels. Every visitor is a potential customer — the Visitors section helps you understand who's reaching out and what they're interested in.

Use cases:

  • View conversation history per visitor
  • Add tags to categorize leads
  • Track visitor source and engagement

Learn more about Visitors → (visitors.md)

WhatsApp Marketing Templates

Create reusable message templates that comply with WhatsApp Business policies. These templates let you send structured, branded messages for appointments, order updates, promotions, and more.

Use cases:

  • Appointment confirmations and reminders
  • Order status updates
  • Promotional offers and discounts
  • Customer onboarding messages

Learn more about WhatsApp Marketing Templates →

Getting Started with Marketing

Building Your Contact Strategy

  1. Start with Contact Groups — Create groups that match your customer segments
  2. Import or capture visitors — Grow your audience through chat widgets, WhatsApp, and integrations
  3. Create messaging templates — Prepare reusable templates for common outreach scenarios
  4. Schedule campaigns — Set up automated sequences that run on your schedule

Best Practices

Segmentation:

  • Keep groups focused and specific — a 50-person highly-targeted list beats a 500-person generic one
  • Review and update groups regularly as customer data changes

Scheduling:

  • Test different send times to find when your audience is most responsive
  • Space out campaign messages to avoid overwhelming recipients

Templates:

  • Keep templates short and clear — WhatsApp has a 1024 character limit for template messages
  • Always include a clear call-to-action
  • Make it easy to opt out or ask questions

Keywords

marketing automation, contact groups, scheduled messages, visitor management, WhatsApp marketing, message templates, campaign management, audience segmentation, marketing campaigns, promotional messages, customer engagement