# Separate Sessions for Marketing and Utility

**Separate Sessions for Marketing and Utility** messages automatically separate customer conversations into two distinct session types:

* **Marketing Sessions** - for system-generated messages, typically sent via Power Automate, Workflows, or Customer Insights – Journeys. If the ***Marketing Campaign*** setting is enabled, any automated message sent by an agent will create a separate Marketing session.
* **Utility Sessions** - for manual or operational messages, usually sent by agents or users directly.

This feature ensures a clear distinction between promotional outreach and operational communication, making it easier for teams to track engagement, analyze responses, and take relevant actions based on the type of interaction.

**Enabling Separate Session Settings**

Follow these steps to configure separate sessions for Marketing and Utility messages:

1\.   Go to **Configuration** in WhatsApp4Dynamics.

2\.   Turn on the ***Marketing Campaign*** toggle to create separate Marketing sessions when any automated message is sent.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fa1iFvZSmjvPukBKlE92n%2F21%20Open%20configuration%20and%20turn%20on%20marketing%20campaign%20toggle.png?alt=media&#x26;token=76324c09-739f-48b3-8aa5-496a7c04d5e0" alt=""><figcaption></figcaption></figure>

3. Set Message Display Mode to:&#x20;

* Utility Messages Only

If **"Utility Messages Only"** is selected, agents will need to manually click **"Include Marketing"** from the three-dot menu in the Chat UI to view Marketing messages.

* &#x20;  Utility and Marketing

When **"Utility and Marketing"** is selected, Marketing messages will appear in the Chat UI with a light yellowish background and a megaphone icon, making them easily distinguishable from Utility messages.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FkB43Q0n1FNhbPBuwQxim%2F22%20select%20message%20display%20mode%20and%20save.png?alt=media&#x26;token=91718431-321e-467f-b59c-3ca24b86cf15" alt=""><figcaption></figcaption></figure>

&#x20;4\. Click Save to apply.

**How to view Marketing chat sessions**

1\.  Open a chat record where a marketing message has been sent.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FyIVmYeOJiXjjknTZ00uU%2F28%20click%20on%20chat%20sessions.png?alt=media&#x26;token=82023d88-946f-45c7-aa4e-ceef1b20bafe" alt=""><figcaption></figcaption></figure>

2. Click the **Chat Sessions** tab.
3. Select **All Chat Sessions - Internal Purpose** view.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fy9Al8evRmHMUNKG5bYly%2F29%20select%20view%20as%20All%20chat.png?alt=media&#x26;token=2e7a6349-07a3-4698-b1dd-2e55cb9df6ae" alt=""><figcaption></figcaption></figure>

4. You will now see a separate session labelled Marketing alongside Utility.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fmphxdv5UwqBUEYgHWuZF%2F30%20marketing%20session%20ended%20after%20customer%20response.png?alt=media&#x26;token=706744df-21a8-4c66-9bb8-b4ec00b58801" alt=""><figcaption></figcaption></figure>

**How to view Marketing messages in the Chat UI**

1\.       Open the Chat UI.

2\.       Click the **three-dot menu.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEpIM5AyXYC8OrESCTNBg%2F24%20Open%20Chat%20UI.png?alt=media&#x26;token=fcc4fd18-1a37-4283-b097-24f577cddf6a" alt=""><figcaption></figcaption></figure>

3. Select **Include Marketing** to display both Utility and Marketing messages in the conversation view.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FA4IH9aLTfcyku3C5kaOa%2F25%20click%20on%20include%20marketing.png?alt=media&#x26;token=9976b384-5e61-454e-ad07-22902d683335" alt=""><figcaption></figcaption></figure>

#### **4. Identifying Marketing Messages in the Chat UI**

When a Marketing Message is sent, it is visually distinct in the Chat UI to help users easily differentiate it from Utility messages.

* &#x20;When a Marketing Message is sent, it appears with:
* &#x20;A megaphone icon.
* &#x20;Light yellowish colour

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FIzJudIu8nJBYbRfuYSDt%2F26%20Marketing%20msg.png?alt=media&#x26;token=12d429cb-bb04-4630-9d96-4e127abe9733" alt=""><figcaption></figcaption></figure>

5. Select **Exclude Marketing** to view only Utility messages.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FgTacAzoWL3H0AnZk5s5m%2F31%20click%20exclude%20to%20view%20only%20utility%20msgs.png?alt=media&#x26;token=7f5d12ab-967e-41f6-93a1-39a646a64e6b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**

If you set the message display mode to **"Utility and Marketing"** in the **Configuration**, you won’t need to manually click **"Include Marketing"** each time.
{% endhint %}

**Marketing Session Closure**    &#x20;

* Session validity: A Marketing session remains open for 30 days by default.
* Session closure: If a customer responds by clicking a button in a marketing message template, the Marketing session will automatically close

**Note:** If you want to create a **separate Marketing session** from a workflow, make sure that the **"Marketing" option is selected** in the workflow settings.

{% hint style="info" %}
**Note:** If you want to create a **separate Marketing session** from a workflow, make sure that the **"Marketing" option is selected** in the workflow settings.
{% endhint %}

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FqN7JOLlZq1M9BltYTBP6%2FSelect%20marketing%20in%20workflow.png?alt=media&#x26;token=7ad44ed9-9fcd-472c-bb82-f8020bffff86" alt=""><figcaption></figcaption></figure>
