Campaign Types
Available campaign types include:
- Warm Call Transfer (WCT)
- SMS-Only
- Scheduler
- Hierarchical (Lead Qualifier)
- Broadcast
- Survey
- RSVP
- Inbound Text Messaging
Learn more about each campaign type in the sections below.
Warm Call Transfer (WCT) Campaign
Purpose: Engage leads via SMS and connect interested prospects directly to a live representative.
How it works:
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Meera AI starts the conversation via SMS.
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The bot engages the lead and gauges interest.
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If the lead wants to speak with someone, the platform initiates a call and transfers the lead to an available agent.
Common use cases:
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Sales outreach
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Lead follow-up from forms or ads
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Contact center lead qualification
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Driving live conversations with prospects
Key benefit: Accelerates lead conversion by moving qualified prospects quickly into a live conversation.
SMS Only Campaign
Engage leads through two-way SMS conversations without triggering live calls or warm transfers
How it works
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Meera sends an initial SMS outreach message to the lead.
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The AI bot continues the conversation through automated SMS responses.
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Leads can ask questions, request information, or respond to prompts.
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The campaign can send automated follow-ups if the lead does not respond.
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No automatic calls or call transfers are initiated.
Common use cases:
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Lead nurturing and follow-up conversations
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Sharing product or service information
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Sending updates or reminders
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Answering common questions through SMS
Key Benefit: SMS-only campaigns enable businesses to engage and nurture leads through automated two-way texting, allowing conversations to happen at scale without requiring phone calls or agent involvement.
Scheduler Campaign
Purpose: Allow leads to book appointments directly through messaging.
How it works:
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Meera sends messages with a calendar scheduling link.
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Leads select a time and book a meeting with a representative.
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The system can send reminders and manage scheduling automatically.
Common use cases:
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Admissions consultations
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Sales demos
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Service appointments
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Customer onboarding calls
Key benefit: Simplifies meeting scheduling and eliminates manual coordination.
Hierarchical / Lead Qualification Campaign
(Also called Qualifier Campaign)
Purpose: Collect information and qualify leads through a structured sequence of questions.
How it works:
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Leads are asked a series of questions.
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Each response determines the next step in the flow.
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Leads can be:
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qualified
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routed to a rep
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scheduled for a call
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closed or segmented
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Common use cases:
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Lead qualification
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Eligibility screening
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Intake forms
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Pre-sales assessments
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Insurance lead screening
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Admissions qualification
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Product eligibility checks
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Sales funnel qualification
Key benefit: Allows structured data collection and automated lead routing based on responses.
Broadcast Campaign
Purpose: Send one-way informational messages to a large audience.
How it works:
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Messages are sent to many contacts simultaneously.
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No complex interaction or qualification flow is required.
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Primarily used for notifications or announcements.
Common use cases:
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Service announcements
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Marketing promotions
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Reminders
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Updates or alerts
Key benefit: Efficiently delivers information at scale
Survey Campaign
Purpose: Collect feedback and insights from contacts.
How it works:
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Meera sends survey questions via SMS.
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Users respond with answers or numeric options.
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Data is recorded for reporting and analysis.
Common use cases:
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Customer satisfaction surveys
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Event feedback
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Product research
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Post-service follow-ups
Key benefit: Automates feedback collection and documentation.
RSVP Campaign
Purpose: Manage event participation by collecting confirmations from leads or clients.
How it works:
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Meera sends personalized SMS or messaging invitations to potential attendees.
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Leads can RSVP directly in the conversation (for example, replying “Yes” or confirming attendance).
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The system automatically tracks responses and confirmations.
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Meera can also:
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Send event details (location, time, program info)
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Answer questions about the event
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Send automated reminders before the event to reduce no-show
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Common use cases:
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Webinars
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Open houses
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Campus or admissions events
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Customer workshops
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Product demos or live events
Key benefit: Automates the entire event communication flow from invitation to reminder while tracking RSVPs and attendance data in real time.
Inbound Text Messaging
Purpose: Allow leads to start a conversation by texting the business, after which Meera automatically continues the interaction using its AI workflow.
How it works
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A business shares a QR code or SMS link on a website, ad, or marketing material.
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When a lead scans the QR code or clicks the link, their phone opens the SMS app with a pre-filled message and the campaign phone number.
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The lead sends the message, initiating the conversation.
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Meera recognizes the incoming message and triggers the campaign workflow, allowing the bot or agents to respond immediately.
Common use cases
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Website “Text us to learn more” links
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QR codes on ads, brochures, or events
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Product inquiries
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Lead capture from offline marketing
Key benefit: Captures inbound interest and starts conversations instantly when prospects choose to reach out.
Need Help?
To request a new campaign or get help with campaign setup, contact your Customer Success Manager or email help@meera.ai. Our team will help you determine the best campaign type for your use case.