How to make a newsletter in Kommo

In the article, we described two ways to make a newsletter for those who have not done this yet:

Easy way. It’s suitable for one-time notifications when you need to tell customers about something important. Such a newsletter can only be sent to those with whom you already have correspondence. And the messages will go to all existing chats with the client.

More interesting way. Suitable for marketing newsletters, as you can track who is interested in the offer. It will turn out to write to new contacts and those with whom there is already correspondence. The message will go where you choose.

Remember that your account can get banned for mailings. So we recommend you to read our articles on how to avoid being blocked in different messengers, and then take up mailing:

If you plan to send newsletters often, we recommend switching to the official WhatsApp — WABA. The probability of getting your WABA account blocked is minimal, unlike Telegram and WhatsApp.

The easy way for one-time notifications

Recall that you can only send a newsletter to those with whom you already have correspondence. And the messages will go to all existing chats with the client.

If you wrote to the client from three different WhatsApp channels, he will receive three messages. Because of this, the likelihood of going to the ban skyrockets. So it’s better to use this method only for important alerts.

1. In the “Lead” section open leads as a list → find and choose the leads you want to send a message → click “Send chat message”.

2. The new window will open. 

Enter the text of the message. 

Leave the “To all found” setting empty. It should be enabled only if you would like to send the message to all of the leads you found on the first step. 

Click “Send”.

3. Done! The message will be sent to the leads you choose. It will appear in ImBox and Wazzup chats.

More interesting way for marketing newsletters

For such newsletters, you need Salesbot — this is a bot that can perform various automatic actions.

We will analyze the bot setup using an example. Let’s imagine that we are:

  • writing on WhatsApp
  • sending messages to the database of customers who left a request, but did not buy anything,
  • talking about the promotion,
  • sending a message as soon as we set up the bot.
Step 1. Choose the conditions under which the message will go to the client

1. Go to “Leads” → open the necessary funnel → click “Automate” in the upper right corner.

2. Click on an empty cell under the stage at which you want to send a mailing — this is how we will create a trigger.

3. Select Salesbot — it will be the first on the list.

4. Select the conditions under which the message should leave.

The field “For all leads with”. If you want to write to all contacts at the stage, leave the field empty.

The “Execute” field. Select “When moved to or created in this stage”.

The field “Active: Always” can stay the same.

Select “Apply trigger to all leads in this status”. So the newsletter will go to everyone on the stage.

Click “+Create a new bot”.

5. In the “Recent bots” panel, select “New”. The bot editor will open.

Step 2. Add a message that will go to customers

Create a bot according to the instructions that will send a message. As the next step for both “If an error occurs” and “If successfully completed” select “Stop bot”.

We got a bot, as in the screenshot below.

Step 3. Specify what should happen when the client answers

When you save the bot with the message, you will be back in the funnel settings.

In this step, we ensure that after the client’s response, the bot performs the necessary action. For example, it moved the lead to another stage or created a task for the manager.

1. Click on the cell below the mailing bot → select Salesbot.

2. Fill in the trigger conditions.

In the “Executive” field, specify “When an incoming message arrives after One day in any channel”.

Click “+Create a new bot”.

3. In the “Recent bots” panel, select “New”. The bot editor will open.

4. In the “Add next step” modal window, select “Action”.

Specify the action that the bot needs to take. In our example, we will assign the salesperson the task of contacting the customer. After the conversation, he will decide how to proceed with the lead.

The next step is to select “Stop bot”.

5. Click “Save” in the upper right corner. The bot editor will close.

6. In the trigger settings, click “Done”.

7. In the upper right corner, click “Save” — the newsletter will go to customers.

How the newsletter is sent

Messages do not go immediately but in turn. If you have a lot of contacts, it may seem that the mailing list is stuck. In fact, the messages are left but you have to wait.

If you want to change the settings of the newsletter bot when you open the settings of the trigger, the checkbox next to “Apply trigger to all leads in this status” will disappear. Do not turn it on again — otherwise, the newsletter will once again go to all clients at the stage.

If suddenly one of the clients does not get the message, you will receive an error notification. It will say what went wrong.

What to do with bots after broadcast

If you want the mailing list to be sent to all customers who have moved to the stage with the bot, you can leave it as is. As soon as the lead is at the stage with the bot, a message will go to the client.

If you no longer send marketing messages, you can:

  • or remove both triggers from the funnel,
  • or prescribe the conditions under which the newsletter will not be able to go to customers.

If you remove both triggers from the funnel, the bots themselves will remain in drafts. If you want to send it out again, you can create a new trigger and use the bot you built earlier.

To delete a trigger, click on it → click on the red trash icon in the lower right corner of the trigger settings.

If you specify such a condition for the trigger to work, which will not match any lead, there will be no one to leave the message. The condition from the screenshot below will do. Unless you sell yachts and luxury real estate, of course.