botbook/src/02-templates/template-marketing.md

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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:

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

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

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

' 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

' 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

' 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

' 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

  • CRM - Customer relationship management
  • Contacts - Contact list management
  • Broadcast - General message broadcasting
  • Analytics - Marketing analytics

See Also