# Marketing Automation Template (marketing.gbai) A General Bots template for marketing campaign management, content creation, and multi-channel broadcast messaging. --- ## Overview The Marketing template provides marketing automation capabilities including campaign management, content ideation, image generation, social media posting, and WhatsApp broadcast messaging. It enables marketing teams to create, schedule, and deliver campaigns through conversational AI. ## Features - **Campaign Management** - Create and organize marketing campaigns - **Content Ideation** - AI-assisted content idea generation - **Image Generation** - AI-powered marketing visuals - **Social Media Posting** - Direct posting to Instagram and other platforms - **WhatsApp Broadcasts** - Mass messaging with template support - **Contact Segmentation** - Target specific audience segments - **Template Compliance** - META-approved template validation - **Broadcast Logging** - Track delivery and engagement --- ## Package Structure ``` marketing.gbai/ ├── marketing.gbdialog/ │ ├── add-new-idea.bas # Content ideation tool │ ├── broadcast.bas # WhatsApp broadcast messaging │ ├── get-image.bas # AI image generation │ ├── post-to-instagram.bas # Instagram posting │ ├── poster.bas # Marketing poster creation │ └── campaigns/ # Campaign templates └── marketing.gbot/ └── config.csv # Bot configuration ``` ## Scripts | File | Description | |------|-------------| | `add-new-idea.bas` | Generate and save marketing content ideas | | `broadcast.bas` | Send WhatsApp broadcasts to contact lists | | `get-image.bas` | Generate marketing images with AI | | `post-to-instagram.bas` | Post content to Instagram | | `poster.bas` | Create marketing posters and visuals | --- ## WhatsApp Broadcast The `broadcast.bas` script enables mass WhatsApp messaging with template support: ### Parameters | Parameter | Type | Description | Example | |-----------|------|-------------|---------| | `message` | STRING | Message with variables | `"Olá {name}, confira nossas novidades!"` | | `template_file` | FILE | Header image for template | `header.jpg` | | `list_file` | FILE | Contact list with phone numbers | `contacts.xlsx` | | `filter` | STRING | Optional filter condition | `"Perfil=VIP"` | ### Template Compliance The system validates messages for META WhatsApp template approval: ```basic report = LLM "Esta mensagem será aprovada pelo WhatsApp META como Template? Responda OK se sim, ou explique o problema: " + message IF report <> "OK" THEN TALK "Atenção: " + report END IF ``` ### Broadcast Execution ```basic IF filter THEN list = FIND list_file, filter ELSE list = FIND list_file END IF index = 1 sent = 0 DO WHILE index < UBOUND(list) row = list[index] SEND TEMPLATE TO row.telefone, template_file WAIT 0.1 ' Rate limiting ' Log delivery WITH logEntry timestamp = NOW() phone = row.telefone name = row.name status = "sent" END WITH SAVE "broadcast_log.csv", logEntry sent = sent + 1 index = index + 1 LOOP TALK "Broadcast enviado para " + sent + " contatos." ``` --- ## Contact List Format The contact file should include: | Column | Required | Description | |--------|----------|-------------| | `telefone` | Yes | Phone number with country code | | `name` | No | Contact name for personalization | | `email` | No | Email address | | `Perfil` | No | Segment tag for filtering | ### Example contacts.xlsx ```csv telefone,name,email,Perfil +5511999999999,João Silva,joao@email.com,VIP +5511888888888,Maria Santos,maria@email.com,Regular +5511777777777,Pedro Costa,pedro@email.com,VIP ``` --- ## Sample Conversations ### Creating a Broadcast ``` User: Send a broadcast to VIP customers Bot: I'll help you create a broadcast. What's the message? User: Olá {name}, aproveite 20% de desconto esta semana! Bot: Checking template compliance... ✅ Message approved for WhatsApp template. Do you have a header image? User: Yes, use promo-banner.jpg Bot: Which contact list should I use? User: contacts.xlsx Bot: 📤 Broadcast Preview: Message: Olá {name}, aproveite 20% de desconto esta semana! Image: promo-banner.jpg Recipients: 127 VIP customers Send now or schedule? User: Send now Bot: 📤 Broadcasting... ✅ Broadcast complete! Sent to 127 contacts. View delivery report in Analytics. ``` ### Content Ideation ``` User: I need content ideas for our new product launch Bot: What product are you launching? User: Wireless headphones Bot: What platform are you targeting? User: Instagram Bot: Here are 5 content ideas for your wireless headphones launch: 1. "Experience Sound Like Never Before 🎧" Key message: Premium audio quality CTA: Shop now, link in bio Hashtags: #WirelessFreedom #AudioExperience #NewLaunch 2. "Cut the Cord, Not the Quality" Key message: Freedom without compromise CTA: Pre-order today Hashtags: #WirelessAudio #TechLife #MusicLovers 3. "Your Music. Your Freedom." Key message: Lifestyle integration CTA: Discover more Hashtags: #OnTheGo #Wireless #Premium 4. "30 Hours of Pure Sound" Key message: Battery life CTA: Learn more Hashtags: #AllDayBattery #WirelessHeadphones 5. "Studio Sound, Everywhere" Key message: Professional quality CTA: Experience now Hashtags: #StudioQuality #Audiophile #TechGear Would you like me to generate images for any of these? ``` ### Image Generation ``` User: Generate an image for idea 1 Bot: Generating marketing image... Prompt: "Premium wireless headphones floating in space with sound waves emanating, modern minimalist style, product photography, dark background with purple accent lighting" [Generated Image] ✅ Image generated! Would you like to: 1. Post to Instagram 2. Use in a broadcast 3. Generate variations 4. Download User: Post to Instagram Bot: What caption should I use? User: Experience Sound Like Never Before 🎧 #WirelessFreedom #NewLaunch Bot: ✅ Posted to Instagram! Post ID: 12345678 Time: May 15, 2025 at 2:30 PM Track engagement in Analytics. ``` --- ## Audience Segmentation ### Filter Examples | Filter | Description | |--------|-------------| | `Perfil=VIP` | VIP customers only | | `Perfil=Regular AND compras>5` | Regular customers with 5+ purchases | | `ultima_compra>2024-01-01` | Recent purchasers | | `cidade=São Paulo` | Location-based | | `interesse=electronics` | Interest-based | ### Building Segments ```basic ' Create reusable segments WITH segment id = "SEG-" + FORMAT(GUID()) name = "VIP São Paulo" filter = "Perfil=VIP AND cidade=São Paulo" count = COUNT(FIND "contacts.xlsx", filter) created_at = NOW() END WITH SAVE "segments.csv", segment ``` --- ## Configuration Configure in `marketing.gbot/config.csv`: | Parameter | Description | Example | |-----------|-------------|---------| | `Brand Color` | Primary brand color | `#FF5722` | | `Logo File` | Company logo path | `logo.png` | | `Instagram Account` | Connected IG account | `@mycompany` | | `WhatsApp Business ID` | WA Business account | `123456789` | | `Default Template` | Default broadcast template | `marketing_update` | | `Rate Limit` | Messages per second | `10` | | `Max Broadcast Size` | Maximum recipients | `1000` | --- ## Analytics & Reporting ### Broadcast Analytics ```basic ' Get broadcast statistics broadcast_id = "BROADCAST-20240115-1234" logs = FIND "broadcast_log.csv", "broadcast_id = '" + broadcast_id + "'" total_sent = COUNT(logs) delivered = COUNT(FIND logs, "status = 'delivered'") read = COUNT(FIND logs, "status = 'read'") clicked = COUNT(FIND logs, "status = 'clicked'") TALK "📊 Broadcast Report" TALK "Total Sent: " + total_sent TALK "Delivered: " + delivered + " (" + (delivered/total_sent*100) + "%)" TALK "Read: " + read + " (" + (read/total_sent*100) + "%)" TALK "Clicked: " + clicked + " (" + (clicked/total_sent*100) + "%)" ``` --- ## Customization ### Adding Campaign Types ```basic ' campaign-email.bas PARAM subject AS STRING DESCRIPTION "Email subject line" PARAM body AS STRING DESCRIPTION "Email body content" PARAM list_file AS FILE DESCRIPTION "Contact list" PARAM filter AS STRING DESCRIPTION "Segment filter" OPTIONAL DESCRIPTION "Send email marketing campaign" IF filter THEN contacts = FIND list_file, filter ELSE contacts = FIND list_file END IF FOR EACH contact IN contacts personalized_body = REPLACE(body, "{name}", contact.name) SEND MAIL contact.email, subject, personalized_body, [] WITH log campaign_id = campaign_id contact_email = contact.email sent_at = NOW() status = "sent" END WITH SAVE "email_campaign_log.csv", log NEXT TALK "Email campaign sent to " + UBOUND(contacts) + " recipients." ``` ### Social Media Scheduling ```basic ' schedule-post.bas PARAM platform AS STRING LIKE "instagram" DESCRIPTION "Social platform" PARAM content AS STRING DESCRIPTION "Post content" PARAM image AS FILE DESCRIPTION "Post image" OPTIONAL PARAM schedule_time AS STRING DESCRIPTION "When to post" DESCRIPTION "Schedule social media post" WITH scheduled_post id = "POST-" + FORMAT(GUID()) platform = platform content = content image = image scheduled_for = schedule_time status = "scheduled" created_at = NOW() END WITH SAVE "scheduled_posts.csv", scheduled_post SET SCHEDULE schedule_time, "execute-scheduled-post.bas" TALK "Post scheduled for " + schedule_time + " on " + platform ``` --- ## Best Practices 1. **Template compliance** - Always validate templates before broadcast 2. **Segment wisely** - Target relevant audiences to improve engagement 3. **Rate limiting** - Respect platform rate limits to avoid blocks 4. **Personalization** - Use variables for personalized messages 5. **A/B testing** - Test different messages with small segments first 6. **Timing** - Schedule broadcasts for optimal engagement times 7. **Tracking** - Monitor delivery and engagement metrics 8. **Opt-out handling** - Honor unsubscribe requests immediately --- ## Troubleshooting | Issue | Cause | Solution | |-------|-------|----------| | Template rejected | Non-compliant content | Review META guidelines | | Low delivery rate | Invalid phone numbers | Clean contact list | | Broadcast blocked | Rate limit exceeded | Reduce sending speed | | Images not generating | Invalid prompt | Simplify prompt text | | Instagram post failed | Auth expired | Reconnect account | --- ## Compliance Notes - Ensure recipients have opted in to receive marketing messages - Honor unsubscribe requests within 24 hours - Follow META WhatsApp Business policies - Comply with GDPR/LGPD data protection requirements - Keep records of consent for audit purposes --- ## Use Cases - **Product Launches** - Announce new products to customers - **Promotions** - Send special offers and discounts - **Events** - Promote webinars, sales, and events - **Newsletters** - Regular customer communications - **Re-engagement** - Win back inactive customers - **Social Media** - Automated content posting --- ## Related Templates - [CRM](./template-crm.md) - Customer relationship management - [Contacts](./template-crm-contacts.md) - Contact list management - [Broadcast](./template-broadcast.md) - General message broadcasting - [Analytics](./template-analytics.md) - Marketing analytics --- ## See Also - [Templates Reference](./templates.md) - Full template list - [Template Samples](./template-samples.md) - Example conversations - [gbdialog Reference](../chapter-06-gbdialog/README.md) - BASIC scripting guide