Campaigns — Video Tutorial Script

Video Info

• Duration: ~8 minutes
• Target Audience: Marketing teams and business owners who want to send multi-channel campaigns
• Prerequisites: Logged into DOLU.ai, contacts added, at least one channel configured (Email, SMS, or WhatsApp)

Script

Scene 1: Introduction (0:00-0:20)

Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to create and manage multi-channel campaigns. We will cover email, SMS, and WhatsApp campaigns, audience selection, template creation, scheduling, A/B testing, analytics, and unsubscribe management. Let's get started." Screen: DOLU.ai logo and intro animation displayed

Scene 2: Accessing the Campaigns Module (0:20-0:50)

Narrator: "Click 'Campaigns' in the left sidebar. You will see the campaigns dashboard with a list of all your campaigns — past, active, and scheduled." Screen: Campaigns page loads — dashboard with campaign list visible Action: Click "Campaigns" in the left sidebar — page loads

Narrator: "Each row shows the campaign name, channel, status, audience size, sent count, open rate, and click rate. Use this overview to monitor all your campaigns at a glance." Screen: Campaign list with columns visible — status badges: Draft, Scheduled, Sending, Completed Action: Scroll through the campaign list — hover over status badges

Scene 3: Creating a New Campaign (0:50-1:50)

Narrator: "Click the 'Create Campaign' button in the top-right corner. The first step is choosing the channel: Email, SMS, or WhatsApp." Screen: "Create Campaign" button highlighted — channel selection screen Action: Click "Create Campaign" — three channel cards displayed: Email, SMS, WhatsApp

Narrator: "Let's create an email campaign. Click 'Email' to continue." Screen: Email card selected — campaign creation wizard Step 1 Action: Click "Email" — wizard advances to the next step

Narrator: "Enter a campaign name — for example, 'February Product Launch'. Add an internal description so your team knows the purpose of this campaign." Screen: Campaign name and description fields Action: Type "February Product Launch" in name — type "Announce new product line to all active customers" in description

Scene 4: Audience Selection (1:50-2:50)

Narrator: "Step two is selecting your audience. You have several options: send to all contacts, send to a specific segment, or build a custom audience with filters." Screen: Audience selection step — three options displayed as cards Action: Review the three audience options

Narrator: "Let's use a segment. Click 'Select Segment' and choose from your existing segments — for example, 'Active Customers' or 'VIP Customers'." Screen: Segment selector dropdown — list of saved segments Action: Click "Select Segment" — choose "Active Customers" — audience count updates: "1,247 contacts"

Narrator: "You can also exclude contacts. Click 'Add Exclusion' to remove specific segments or tags. For example, exclude contacts tagged 'Unsubscribed' or 'Bounced'." Screen: Exclusion section — add exclusion rule Action: Click "Add Exclusion" — select "Tag: Unsubscribed" — audience count updates to reflect exclusion

Narrator: "The audience preview at the bottom shows the final recipient count after all inclusions and exclusions are applied." Screen: Audience preview showing final count: "1,182 recipients after exclusions" Action: Review the preview count

Scene 5: Template Creation (2:50-4:10)

Narrator: "Step three is designing your email template. DOLU.ai includes a drag-and-drop email builder. Start with a blank template or choose from pre-designed templates." Screen: Template selection screen — grid of pre-designed templates and "Blank Template" option Action: Browse through template thumbnails — click "Product Announcement" template

Narrator: "The template loads in the visual editor. On the left, you see content blocks: Header, Text, Image, Button, Divider, Columns, and Social Links. Drag any block onto the canvas." Screen: Email editor with content block panel on left, email canvas in center, settings panel on right Action: Drag a "Text" block below the header — drop it in place

Narrator: "Click any block on the canvas to edit it. Change text, upload images, modify button labels and URLs, and adjust colors and fonts to match your brand." Screen: Click on a text block — inline editor activates — toolbar with formatting options appears Action: Select text — type new heading "Introducing Our New Product Line" — change font size — change color

Narrator: "Set the email subject line at the top of the editor. A good subject line is critical — it determines whether your email gets opened." Screen: Subject line field at the top of the editor Action: Type "You asked, we built it — introducing our newest products" in the subject line field

Narrator: "Use personalization tokens to make each email feel personal. Click the token icon to insert the contact's first name, company, or any custom field." Screen: Token dropdown showing available personalization variables Action: Click token icon — select "First Name" — token inserts as "Hi {{first_name}}," in the email body

Narrator: "Preview how the email looks on desktop and mobile by toggling the device view in the top bar." Screen: Device toggle buttons: Desktop, Mobile — click Mobile Action: Click "Mobile" — email preview switches to mobile layout — scroll through to verify responsive design

Scene 6: Scheduling and Sending (4:10-5:00)

Narrator: "Step four is scheduling your campaign. You have two options: send immediately or schedule for a future date and time." Screen: Scheduling step — "Send Now" and "Schedule" options Action: Click "Schedule" — date and time picker appears

Narrator: "Select the date and time you want the campaign to go out. DOLU.ai uses the timezone configured in your account settings." Screen: Date picker — select a date — time picker — select time Action: Pick a date two days from now — set time to 10:00 AM

Narrator: "For optimal open rates, DOLU.ai offers a 'Smart Send' option. This sends each email at the time the individual contact is most likely to open it, based on their past engagement patterns." Screen: "Smart Send" toggle switch with explanation tooltip Action: Toggle "Smart Send" on — tooltip: "Each recipient receives the email at their optimal engagement time"

Narrator: "Review the campaign summary: audience size, template preview, subject line, and scheduled time. When everything looks right, click 'Schedule Campaign'." Screen: Campaign summary panel — all details listed Action: Review summary — click "Schedule Campaign" — confirmation: "Campaign scheduled for Feb 12 at 10:00 AM"

Scene 7: A/B Testing (5:00-5:50)

Narrator: "Want to optimize your campaigns? Use A/B testing. During campaign creation, click the 'A/B Test' toggle to enable it." Screen: A/B Test toggle in the campaign editor — click to enable Action: Toggle A/B Test on — interface expands to show Variant A and Variant B

Narrator: "You can test different subject lines, email content, or send times. Let's test two subject lines. Variant A uses our original subject. For Variant B, enter an alternative." Screen: Subject line fields for Variant A and Variant B Action: Keep Variant A subject — type "New products you'll love — check them out" for Variant B

Narrator: "Set the test audience size — for example, 20% of your audience receives the test. Half gets Variant A, half gets Variant B. After a waiting period, the winning variant is sent to the remaining 80%." Screen: Test configuration — audience percentage slider (20%) — winning criteria dropdown (Open Rate, Click Rate) Action: Set slider to 20% — select "Open Rate" as winning criteria — set wait time to 4 hours

Narrator: "After the test period, DOLU.ai automatically selects the better-performing variant and sends it to the rest of your audience. No manual intervention needed." Screen: Flow diagram: 20% Test → 4hr Wait → Winner Selected → 80% Receives Winner Action: Review the flow diagram

Scene 8: Campaign Analytics (5:50-6:50)

Narrator: "After a campaign is sent, click on it to see detailed analytics. The overview shows key metrics: delivered, opened, clicked, bounced, and unsubscribed." Screen: Campaign analytics page — metric cards at the top Action: Click on a completed campaign — analytics page loads

Narrator: "The open rate chart shows when recipients opened your email over time. You will typically see a spike in the first few hours, then a long tail over the following days." Screen: Open rate timeline chart — curve showing opens over time Action: Hover over data points on the chart — tooltips show exact numbers

Narrator: "The click map shows which links in your email got the most clicks. This helps you understand what content resonates with your audience." Screen: Email preview with click heatmap overlay — hotspots on buttons and links Action: View the heatmap — button with most clicks highlighted in red

Narrator: "Scroll down to see the recipient list. You can see which contacts opened, clicked, bounced, or unsubscribed. Filter by any of these statuses." Screen: Recipient table with status columns — filter dropdown Action: Filter to "Clicked" — table shows only contacts who clicked a link

Narrator: "For SMS and WhatsApp campaigns, analytics show delivery rate, read rate, and reply rate instead of open and click metrics." Screen: Brief comparison showing SMS/WhatsApp analytics alongside email analytics

Scene 9: Unsubscribe Management (6:50-7:40)

Narrator: "DOLU.ai handles unsubscribe compliance automatically. Every email includes an unsubscribe link in the footer. When a contact clicks it, they are immediately removed from future campaigns." Screen: Email footer showing unsubscribe link — click the link — unsubscribe confirmation page Action: Show the unsubscribe link in an email preview

Narrator: "Unsubscribed contacts are automatically tagged and excluded from all future campaigns. You can view the unsubscribe list in Settings under 'Compliance'." Screen: Settings — Compliance page — unsubscribed contacts list Action: Navigate to Settings — click "Compliance" — view unsubscribed list

Narrator: "You can also set up preference centers. Instead of a full unsubscribe, contacts can choose which types of communications they want to receive — for example, product updates but not promotional offers." Screen: Preference center configuration — category checkboxes Action: Show the preference center settings — toggle categories

Narrator: "For SMS and WhatsApp, contacts can reply 'STOP' to opt out. DOLU.ai processes these automatically and updates the contact's preferences." Screen: SMS conversation showing "STOP" reply — auto-response: "You have been unsubscribed. Reply START to re-subscribe."

Scene 10: Closing (7:40-8:00)

Narrator: "You are now ready to create professional multi-channel campaigns in DOLU.ai. From audience selection and template design to A/B testing and analytics, every tool you need for effective outreach is at your fingertips. In the next video, we will explore the Salesbot visual flow builder. See you there!" Screen: DOLU.ai logo with text overlay: "Next Video: Salesbot"

Summary

What you learned in this video:

• How to create email, SMS, and WhatsApp campaigns
• How to select and refine your target audience with segments and exclusions
• How to design email templates with the drag-and-drop editor
• How to use personalization tokens for individualized messaging
• How to schedule campaigns and use Smart Send
• How to set up A/B tests to optimize performance
• How to read campaign analytics — opens, clicks, bounces, and heatmaps
• How to manage unsubscribes and compliance

Next Video

Salesbot — Build automated conversation flows with a visual drag-and-drop builder.