How-to

Bulk campaigns from a CRM: a complete guide for business

What a bulk campaign from a CRM is, how to set up base re-engagement and segmented campaigns on Telegram and WhatsApp, and how to do it lawfully.

9 min read

CAMPAIGNS · GUIDE

A bulk campaign from a CRM is an AI platform for mass and triggered campaigns: one send goes to a customer segment across several channels at once (web chat, SMS, Telegram, email, WhatsApp), on a schedule or on an event, personalised from the customer record and measured through delivery, reads and replies. Segments are built from tags, pipeline stage and history in the CRM — not from a blind list. Consent (opt-in) and unsubscribe (opt-out) are built in, and data is stored in Uzbekistan. Onboarding takes from 2 hours for a small business and up to 30 days for an enterprise.

the Zukko.AI campaigns module

What a smart campaign is, in plain words

An ordinary campaign is “one text to everyone on the list”. It gets a low response and often irritates: the person receives an offer that does not suit them, on a channel they do not use.

A smart campaign from a CRM works differently. It takes a segment — a group of customers by tag, pipeline stage or history (for example, “bought six months ago and gone quiet”) — and sends them a personal message on their own channel: on a schedule or on an event. And it shows the analytics: how many were delivered, read, and who replied.

CAMPAIGNS · SEGMENTS
Diagram of a smart campaign - a segment from the CRM, channel selection (Telegram, WhatsApp, SMS, email, web chat), personalisation, delivery and reply analytics
Diagram of a smart campaign - a segment from the CRM, channel selection (Telegram, WhatsApp, SMS, email, web chat), personalisation, delivery and reply analytics

What the campaign platform does

  • Up to 6 channels — web chat, SMS, Telegram, email, WhatsApp in one campaign.
  • Segments from the CRM — by tag, pipeline stage and history rather than a blind list.
  • Scheduled and triggered — “one day after purchase”, “abandoned cart”.
  • Analytics — delivery, reads, reply rate (who wrote back).
  • Consent and unsubscribe — opt-in and opt-out built into the campaign.

A customer’s reply to a campaign is not lost: it comes back into the conversation and the record in the single inbox, where a manager or an AI agent picks it up. The segment itself lives in the AI-CRM, and purchase data is pulled from accounting systems through integrations.

Re-engaging the base: the most valuable scenario

Every business has a dormant base — customers who have not bought in a long time. It is an underused asset: bringing an existing customer back is cheaper than acquiring a new one. The campaign builds a “has not bought in a while” segment from CRM history and brings those people back with a personal offer — campaigns like this often pay back faster than advertising.

How to build that segment and what to write in the first message, step by step, is in re-engaging your customer base.

CRM campaigns and an SMS gateway: the difference

ParameterSMS gatewayCRM campaign
ChannelsSMS onlyweb chat, SMS, Telegram, email, WhatsApp
Who receives ita list of numbers from a filea CRM segment: tag, pipeline stage, history
Personalisationnone, or the first name onlyfrom the customer record
Analyticsdelivery, sometimesdelivery, reads, reply rate
Customer replygoes nowherearrives in the single inbox

A fuller comparison, with the economics of what suits a business, is in CRM campaigns vs an SMS gateway. How to connect the messengers to campaigns technically is in bulk campaigns on Telegram and WhatsApp from a CRM.

How to run campaigns lawfully

Campaigns follow each channel’s rules — with consent (opt-in) and a way to unsubscribe (opt-out). In Uzbekistan, advertising over communication networks requires the subscriber’s consent (the Law “On Advertising”), and personal data is protected by ZRU-547, which requires it to be stored inside the country. The platform helps you meet those requirements: consent is recorded in the customer record and unsubscribes are processed automatically.

What exactly counts as consent and how to handle unsubscribes is covered in consent and anti-spam in campaigns.

Voice campaigns and automated calling are a separate module: the voice AI agent. Text campaigns and voice are configured separately.

What the business gets

  • A higher response — a personal message to a segment beats “one text for everyone”.
  • One tool instead of three — messengers, SMS and email from one CRM.
  • Visible results — delivery, reads and who replied, not just “sent”.
  • The dormant base goes to work — re-engagement brings back customers who already bought.
  • Compliant by default — opt-in, opt-out and data stored in Uzbekistan.

Frequently asked questions

What is base re-engagement

Bringing dormant customers back: the segment is built from CRM history (has not bought in a while) and the campaign returns them with a personal offer on their own channel.

Which channels are supported

Web chat, SMS, Telegram, email and WhatsApp — one campaign goes to a segment across several channels at once.

How does a campaign differ from voice calling

Campaigns are text messages across channels. Automated calling by an AI agent is a separate Voice AI module, configured on its own.

Is customer consent required, and is this not spam

Consent is required. Campaigns run with opt-in and a way to unsubscribe, within the channels’ rules and the law: ZRU-547 and the Law “On Advertising”.

Can a segment be built from purchase history

Yes — segments are built from tags, pipeline stage and history in the CRM, and purchase data is pulled from accounting systems through integrations.

How long does it take to launch campaigns

For a small business, from 2 hours: connect the channels, build the segment and launch the campaign. For an enterprise with complex integrations, up to 30 days.

DEMO

Launch an AI employee on your own channels

We will assemble a demo on your real chats from Instagram, Telegram and telephony — you will see the result on your own numbers. SMB launch from 2 hours.

Uzbek, Russian and English. Connects to your channels and systems.