Chatavise is a texting platform designed to help businesses scale their communication using automated SMS campaigns. Whether you’re sending transactional reminders or growing your SMS subscriber list for marketing, Chatavise provides all the tools you need.


In this guide, you’ll learn step-by-step how to create, schedule, and manage text campaigns using both the web and mobile versions of Chatavise.



What Chatavise Can Do for Your Business

Chatavise helps you:

  • Send transactional SMS messages (like appointment reminders) through integrations.

  • Build and manage SMS subscriber lists to create a new marketing channel.

  • Automate texting workflows for seamless customer communication.

Understanding Campaign Types

When creating a campaign, you’ll choose two key settings:

Purpose: Promotional vs. Transactional

  • Promotional: For subscribers who have explicitly opted in to receive marketing texts.

  • Transactional: For general client communication (no marketing allowed). Must not include promotional content unless proper consent exists.

Campaign Type: Traditional vs. Dynamic

  • Traditional Campaign:

    • Select specific contacts or tags.

    • The audience is fixed at the time you schedule the campaign.

  • Dynamic Campaign:

    • Create audience filters that update automatically.

    • The list grows or shrinks based on real-time subscriber changes.

    • Available in Professional plans and above.

Dynamic campaigns are perfect for ongoing growth without manually managing contact lists.

Creating a New Campaign on Web

  1. Navigate to Marketing > Campaigns in your Chatavise web app.

  2. Click Add Campaign.

  3. Select Campaign Purpose (Promotional or Transactional).

  4. Choose Campaign Type (Traditional or Dynamic).

  5. Select your contacts

    1. Using traditional campaigns, use filters to select the subscribers you wish to create the campaign for

    2. Using dynamic campaigns, select the filters that you want your subscribers to match in order to receive the campaign

  6. Create the message that you would like to send. Use templates, images, and even Kelli, our AI assistant, to help you!

  7. Schedule the day/time you would like to campaign to run

  8. Test the campaign. Send to yourself and other team members

  9. Acknowledge and run your campaign.

Traditional Campaign Setup

  • Select Recipients:

    • Choose contacts directly or filter by tags, businesses, or exclude specific tags.

  • Write Your Message:

    • Keep it relevant to reduce opt-outs and increase conversions.

    • You can use Kelli, Chatavise’s AI assistant, to generate message suggestions.

    • Track estimated credit usage as you write.

    • You can send MMS (with emojis or images) or SMS (text only).

  • Message Credits:

    • Estimated credit usage is displayed.

    • Chatavise tracks available free credits and calculates costs for additional credits.

  • Send or Schedule:

    • Choose to send immediately or schedule by date and time.

    • The time zone is based on your local device settings.

  • Test Your Campaign:

    • Send test messages to yourself (does not use credits).

  • Launch Campaign:

    • Review and confirm consent compliance.

    • Click Run Campaign to schedule or send.

Dynamic Campaign Setup

  • Define Filters:

    • Contacts will automatically qualify based on the tags or filters you select.

  • Message Setup:

    • Same as Traditional Campaigns: write, schedule, and test your message.

  • Automatic Growth:

    • The contact list updates in real-time as new subscribers meet your campaign criteria.

Monitoring Campaign Performance

After launching, you can:

  • View scheduled campaigns and make edits before they send.

  • Track delivery rates, responses, opt-outs, and carrier filtering issues.

  • Monitor click rates if you’re using Chatavise’s built-in short links.

  • Identify warm leads based on link clicks for future targeting.

Key Metrics Available:

  • Delivery rate

  • Response rate

  • Opt-outs

  • Carrier filtering alerts

  • Click tracking for short links

Dynamic campaigns will continue updating recipient lists based on tag changes or subscriber updates.

Managing Campaigns on Mobile

The Chatavise mobile app allows you to:

  • View existing campaigns (Traditional and Dynamic).

  • Create new campaigns using the same steps as on web.

  • Use templates, test messages, and track performance on the go.

  • Run and edit campaigns directly from your phone.

Mobile Highlights:

  • Dynamic campaigns automatically estimate audience size.

  • You can modify tags and filters from your phone at any time.

  • Campaign scheduling and testing works identically to the web version.

Additional Tools

  • Short Links:
    Track clicks and see which subscribers are engaging with your links.

  • Templates:
    Quickly insert pre-written messages to save time.

  • Kelli AI:
    Use Chatavise’s built-in AI assistant to help you write high-converting text messages.

Need Help?

In both web and mobile:

  • Click the Get Help button to search articles or submit a support request.

  • On mobile, go to the hamburger menu > Question Mark Icon to submit a Freshdesk ticket.

Summary

Chatavise makes launching and managing text campaigns seamless, whether you're at your desk or on the go. With dynamic contact management, detailed tracking, and mobile flexibility, you can scale your SMS marketing quickly and effectively.