Marketing & Sales · Campaigns
Plan the campaign, count the leads it brings.
Start from what you want: a launch, a new area, an offer, winning back quiet leads. Solset AI drafts a timeline of steps across email, WhatsApp, social posts, ads and content, sends the automatic ones on schedule, and credits each lead to the campaign that brought it.
- Day 0 · Email to past enquiriesScheduled
- Day 1 · WhatsApp templateScheduled
- Day 2 · Social postScheduled
- Day 3 · Call list for the teamTask
- Day 7 · Follow-up to non-repliersConditional
- Leads credited to this campaignCounted
Illustration of a campaign timeline.
- Free
- Plan it starts on
- 6
- Starter playbooks by objective
Objective, timeline, results
Automatic steps send through the same rules as every other message: opt-outs, templates, sending hours.
- ObjectiveOffer
- PlaybookDrafts steps
Start from an objective
Choose the objective, a launch date and time zone, an optional goal and the audience. A playbook drafts the steps; you edit, add or delete any of them.
- Steps are scheduled relative to launch or at a fixed time
- Follow-ups can target only people who did not reply
Also in the Marketing Hub
- Meta lead adsLeads from Facebook and Instagram lead forms arrive on the lead list.
- Bulk messagesSend an approved template or email to a filtered list, scheduled or now.
- Social postsSchedule posts to connected pages.
- Email and WhatsApp templatesReusable templates with variables filled from the record.
- Message logEvery send with its status and failure reason.
- Bill on the formA website enquiry can arrive with the customer's electricity bill attached.
Good to know
- Campaign planning is on every plan; automatic email and WhatsApp sends need the plan that includes bulk messaging.
- Solset does not host your blog; plan the post here and publish it where your site lives.
Related features
- WhatsApp follow-upsFollow-up sequences for new leads, quiet leads and sent quotations, stopped by a reply or STOP.
- CallingClick-to-call on your own Twilio or Exotel account, recordings, missed-call tasks and a power dialer.
- QuotationsThemed quotation PDFs or your letterhead, chosen sections, revisions, approvals and online acceptance.
Marketing campaigns: questions
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.
