# 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="/files/4XFklFWi71YVeaNTD9st" 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="/files/XGuUy5RIrLnIMvx2QUy0" 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="/files/PgOv22nfvQmeStRnrXKf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/nWRAXRmZsF1qGHRwKw3s" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/QPZa7XjKEkenSK6Fio5q" 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="/files/PK2Oo284KsFJlnd9NhCn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/beeEhXnuCqz8Vb9Tva2K" 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="/files/sMYHjuefP2h6ooKFcWmG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iCOqK1FdjU5WHgDCusaP" 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="/files/zts6jSCWlCwriKKxkxVs" alt=""><figcaption></figcaption></figure>


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