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How-to: Create a WhatsApp campaign

Step-by-step guide to creating a WhatsApp campaign.

Prerequisites

Before creating a WhatsApp campaign, ensure you have:
  • WhatsApp Business API connected
  • Approved message templates
  • Audience with WhatsApp-enabled contacts

Step 1: Prepare your message template

  1. Navigate to Content > Message templates
  2. Create a new WhatsApp template
  3. Design your message following WhatsApp guidelines
  4. Submit for approval
  5. Wait for template approval (can take up to 24 hours)

Step 2: Create your campaign

  1. Go to Campaigns > Create campaign
  2. Select WhatsApp as the channel
  3. Choose your approved message template
  4. Customize template variables with personalization

Step 3: Select your audience

  1. Choose a segment or list
  2. Filter contacts who have WhatsApp enabled
  3. Preview your audience size
  4. Confirm selection

Step 4: Review and send

  1. Preview your campaign
  2. Send a test message to verify
  3. Review all settings
  4. Schedule or send immediately

Best practices

  • Use approved templates only
  • Personalize messages with customer data
  • Include clear call-to-actions
  • Test before sending to large audiences
See also: