Marketing automation

Campaigns that segment, personalise and talk back

Build the audience once, send approved WhatsApp templates and rich email at the channel's pace, and let every reply land in the inbox where Kaylee and your team answer it. Then retarget exactly who read but did not reply.

100,000 recipients per campaign ✦ Replies in the inbox ✦ Lead signals back to Meta

Winter villas · WhatsApp templateSegment: Goa guests · summer · 12,000 · scheduled Fri 10:00
Scheduled
Sent0
Delivered0
Read0
Replied0
Retarget a stage
Read, no reply0
Clicked the offer0
Failed · retrying0
Use as audience
Replies · inbox

The most guest-obsessed brands trust Lodgestory to power 50M+ conversations a year

Bombay Shaving Company ELIVAAS Lyskraft COYU BBingo Hotels Bloom Hotels
Audience

Build the list once. Each person counted once.

A segment is a saved, named audience of up to 200,000 people, identified by phone number or email, with optional per-person values you can use in messages. Fill it five ways: paste, upload a CSV, add every contact matching a filter, add every chat on a channel, or take the recipients of a past campaign, all of them or only the ones who read, replied or clicked. The same number written three ways is one person.

  • Linked to contacts, so first name and custom fields fill template slots.
  • Big imports run in the background; close the page and come back.
  • Partners sync lists through the API, 1,000 people per call.
Campaigns
Goa guests · summer0 members
Contacts · stayed Apr–Sep · Goa—
CSV · offer codes—
Chats · WhatsApp · label VIP—
Past campaign · Monsoon · clicked—
Members · attributes

Batch-and-blast is easy. Getting a reply is the hard part.

Speak to each group

Audiences from contacts, chats, CSVs, segments or a past campaign's stage, with per-person attributes for the message.

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Send on the channel's terms

Approved templates on WhatsApp Official at scale, free text on unofficial, rich HTML email, and push through your own app.

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Let the broadcast become a conversation

Replies land in the inbox on the customer's record, where bot journeys and Kaylee answer and your team sees the escalations.

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Retarget by what they did

Every recipient keeps a stage. The next campaign goes to who read but did not reply, or who clicked.

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Templates

Approved once, personalised for everyone

Proactive WhatsApp needs an approved template. The builder mirrors Meta's components, header, body, footer and buttons, with live validation and a preview on iOS and Android in light and dark. Build carousels of two to ten cards, limited-time offers with a live countdown and a copy-code button, and authentication templates in several languages in one submit. Named or positional placeholders fill from contact fields, global values or CSV columns, with a fallback when a value is missing.

  • Review in 24 to 48 hours typically; status and quality synced by webhook.
  • Import what you have from another provider in one dialog.
  • Per-template delivery TTL, 30 seconds for an OTP, days for an offer.
Read the templates guide
winter_villas_offerMarketing · en · Draft
HeaderImage · villas.jpg
BodyHi {{guest_name}}, three nights at {{villa}} this December from ₹{{rate}}. Your code {{offer_code}} is valid until Sunday.
ButtonsCopy code · See villas
Fill from—
Submit for review
Closing the loop

Replies answered, outcomes reported, the funnel fed

A reply to a campaign is an ordinary inbound message, so the channel's bot journey fields the predictable ones, Kaylee answers the rest and your team sees the escalations in the same queue. For click-to-WhatsApp ads, the workflow stages and dispositions you choose are reported back to Meta's Conversions API, keyed to the ad click, so Meta optimises for leads that turned out to be good. At the top of the funnel, Content Studio publishes the posts that bring readers to the chat widget in the first place.

  • LeadSubmitted, QualifiedLead, Purchase with an amount, each reported once per lead.
  • A 7-day click window, extendable to 90 per channel.
  • Blog to widget to contact, on one tenancy.
Content Studio
SL
Sofia LaurentWhatsApp · replied to Winter villas
Bot journey
Meta lead signals

Solutions for every team in marketing

Five audience sources

Chats, contact filters, CSV, saved segments and past-campaign stages, saved as a segment for next time.

Scheduled, paced, retried

A future send time, the channel's rate cap, 1 to 10 retries, and cancel mid-run.

Preview before it goes

Template slots rendered for a real recipient, with the fallback for a missing value.

Progress while it runs

Sent, queued, retrying and failed with reasons, refreshed every few seconds.

Posts grounded in your sources

Scrape your pages or a competitor's, draft in your brand voice, refine with diffs.

Images and video from the draft

A hero image in seconds and a sixty-second avatar video in the background.

Published with the plumbing

Open Graph, structured data, sitemap, RSS and the AI-crawler summary, live in seconds.

The widget on every post

Readers who ask a question become CRM contacts your campaigns can reach.

Lead ads to leads in minutes

Meta Instant Forms become leads with campaign, ad set, ad and form attribution.

Signals back to Meta

Report which click-to-WhatsApp leads were good, keyed to the click, so campaigns optimise for them.

Retarget by stage

Read-no-reply, clicked, failed: any stage of a past campaign is the next audience.

Reports as CSV

Chats, dispositions and survey responses with the module's filters, for your own dashboards.

In practice

A winter offer, from segment to booked villas

A villa operator saves last summer's Goa guests as a segment with each person's offer code as an attribute. A winter template with a carousel of villas goes out at 10 on Friday at the channel's pace. Replies land in the inbox, where the bot journey answers availability and Kaylee holds villas through the booking tool. On Monday, everyone who read but did not reply gets a one-line nudge, and the bookings that came from click-to-WhatsApp ads are reported back to Meta as purchases.

How a marketing team runs itSee campaigns
100krecipients per campaign, from a segment of up to 200,000 people
600/minWhatsApp Official template sends, around six per minute on unofficial and email by default
5audience sources, including any stage of a past campaign
512templates per WhatsApp Business Account, with carousel and limited-time-offer shapes

Within the rules, every time

Approved templates on WhatsApp Official, opt-outs honoured as permanent failures, quiet hours and a daily cap on promotional push, and audiences and messages scoped to your organisation in the region you choose.

Visit the trust center
Approved templates only on Official Opt-outs stop retries Quiet hours on promotional push In-region data residency

Ready to send a campaign that talks back?

Save one segment, approve one template and schedule the first send today.

Questions, answered

The things marketing teams ask before they move their campaigns.

Campaigns on WhatsApp, email and push to audiences built from chats, contact filters, a CSV, a saved segment or a stage of a past campaign; approved WhatsApp templates with carousel and limited-time-offer shapes; per-recipient personalisation; pacing and retries; and every reply landing in the inbox where bot journeys, Kaylee and your team answer it. Content Studio writes the blog posts that bring traffic in.

Up to 100,000 recipients per campaign from a segment of up to 200,000 members, each person counted once. WhatsApp Official templates send at around 600 messages per minute; unofficial WhatsApp and email at around six per minute by default, tunable. Recipients are matched and prepared in the background, so a large campaign saves straight away.

Replies come back into the same inbox as everything else, on the customer's record, where a bot journey fields the predictable ones, Kaylee answers the rest and your team sees the escalations. And the next campaign can target exactly who read but did not reply, or who clicked, because every recipient's stage is kept.

Yes. Template campaigns fill each slot from a contact field, a global value or a CSV column, with a fallback for recipients who have no value. Free-text and email campaigns use named tokens such as first name or booking id. Segment attributes, an offer code or a villa name, work as columns too.

Proactive outbound on WhatsApp Official needs an approved template. The builder mirrors Meta's components with live validation, previews on iOS and Android, submits for review, which takes 24 to 48 hours typically, syncs status and quality ratings by webhook, and imports templates you already have with another provider.

Per recipient: queued, sent, delivered, read, replied, clicked, retrying or failed with the reason. On the campaign: counts and progress refreshed every few seconds while it runs. Afterwards: any stage becomes the audience of the next campaign, and conversation outcomes can be reported back to Meta as lead signals for click-to-WhatsApp ads.

Yes. A reply to a campaign is a normal inbound message on the channel, so the channel's bot journey and Kaylee handle it like any other, including asking your team before anything that needs approval.

The top of the funnel: blog posts researched from your sources, written in your brand voice, published to your site with the chat widget on them, so a reader with a question becomes a contact you can later include in a segment. See Content Studio.

Marketing automation solution | Lodgestory