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How to Create Twilio Campaigns

Twilio is a cloud-based programmable communications tool that Ventrata utilises for sending and receiving text and WhatsApp messages.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over a week ago

Prerequisites:

  • You have an upgraded Twilio account.

  • Your Ventrata dashboard has been linked with your Twilio account.

📗 TIP

If you need guidance on how to create a Twilio account and how to link it with Ventrata, read our articles Create a Twilio Account and Link Twilio with Ventrata.


Create a Twilio Template

📗 TIP

This guide uses the no-code approach to build a template. For more information on how to build templates using some programming, please read Twilio’s documentation.

  1. In your Twilio console, go to the Develop tab.

  2. Select Messaging > Content Template Builder.

    Messaging - Content Template Builder

  3. Press the Create new button.

    Create New Content Template

  4. Enter template name.

    New Content Template


    📒 NOTE

    Use only lowercase letters, number and underscores for spaces.


  5. Select template language.

    Template Language

  6. Select ‘Media’ content type.

    Media Content Type


    📗 TIP

    This content type will allow for PDF attachments. If you do not plan to send attachments, you can choose the ‘Text’ content type. For more information on content types, visit Twilio Docs.


  7. Press the Create button.

    Create

  8. In the Content section, enter your message in the ‘Body’ field.

    Configure Content


    📗 TIP

    Add variables in double curly brackets in the following format: {{ventrata.variable_name}}. For a list of all variables, please see the Twilio Variables page.


  9. Enter media URL in the following format: https://api.ventrata.com/{{pdf_path}}

    Media URL


    📗 TIP

    This is the Ventrata URL where the PDF tickets are pulled from.


  10. Press the Save button to save your Content Template.


    📒 NOTE

    You have the option to press the Save and submit for WhatsApp approval button, which will send your template to Meta for review. Typically, within 48 hours a response is provided. Read more about the approval process in Twilio Docs. A WhatsApp account needs to be connected to save a template with WhatsApp approval. Please see Twilio docs on how to Connect WhatsApp for more information


  11. Enter sample data, for example:

    • {{product.name}} = Old Town Hall

    • {{date}} = 16 Mar 2024

    • {{tour.time}} = 9:30 PM

    • {{pdf_path}} = download.pdf?booking=edc7e137-32c3-486c-98fd-294e8c23d354&locale=en&order=3ac40889-6f2f-4691-872b-289996eb5059

    Sample Data

  12. Press the Save with samples button.

    Save with Samples

  13. If you saved with WhatsApp approval, select a template category

  14. Marketing - the template is used to include promotions, informational updates, or invitations for customers to take action.

  15. Utility - the template is used to help inform customers about a specific, agreed-upon request about an ongoing transaction, including post-purchase notifications and recurring billing statements

    Submit for WhatsApp review

  16. You have the option to allow WhatsApp to recategorise this template if they believe the selected category is not applicable for your template.

    Allow WhatsApp to recategorise this template

  17. Then press the Submit button.

    Submit

All of your templates can be then found on the Content Template Builder main page with a WhatsApp approval status indicator.

📒 NOTE

You are not able to edit the template after you save it. You can duplicate a template, change its details and save the duplicate with the same name. If needed, you can then delete the original template.

Content Templates


Create Ventrata Campaign

  1. Log in to your Ventrata dashboard.

  2. Go to Products > Campaigns.

    Products - Campaigns

  3. Press the + New Campaign button.

    Campaign - + New Campaign

  4. Enter a campaign name.

  5. Keep the ‘Active’ field ticked.

    Enter Name

  6. Select the ‘Twilio’ campaign manager.

    Twilio Campaign Manager

  7. Select your Twilio template.

    Twilio Template

  8. You can include a promotion.

    Promotion

  9. Check ‘Scheduled’ to send campaigns automatically when conditions specified using the below parameters are met:

    • bookings made between the selected dates and times

      Booking Period

    • travel dates between the specified dates

      Validity

    • X days before or after Travel Date, Booking Date, Redemption Date or Cancellation Date

      Schedule

  10. Target your campaign at bookings specified by ‘Booking Sources’, ‘Booking Types’ and ‘Booking Statuses’.

    Campaign Booking Parameters

  11. Target specific languages.

    Languages

  12. Select what type of channel the campaign should use to deliver receipts (email or sms only).

    Only Email Receipt & Only SMS Receipt

  13. Target specific destinations, products and resellers.

    Additional Campaign Parameters

  14. Press the Create Campaign button.

    Create Campaign

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