Campaigns

Campaigns let you send a WhatsApp template message to a list of contacts at once — for promotions, reminders, announcements, or follow-ups.

Requires the WhatsApp Business add-on.

Before you start

• You must have at least one Sender ID (WhatsApp Business number) connected.
• The message must use an approved WhatsApp Template (see Templates).
• Contacts must have a valid mobile number with WhatsApp enabled.

Creating a campaign

1. Go to WhatsApp → Campaigns.
2. Click + New Campaign.
3. Fill in:
   • Campaign Name — internal label
   • Sender ID — the WhatsApp number to send from
   • Template — the approved message template to use
   • Recipients — select contacts by tag, segment, or individual selection
4. If the template has variable placeholders (e.g. {{name}}), map them to contact fields.
5. Set the Send Time — immediately or scheduled for a future date/time.
6. Click Launch Campaign.

Campaign statuses

Recipient report

View delivery results per contact:

1. Open the campaign detail page.
2. Click Recipients.

The report shows delivery status per contact (Sent, Delivered, Read, Failed).

Attaching documents to campaigns

Some templates support a header media (image, PDF, document). When creating a campaign with such a template:

1. Select the template.
2. Upload the media file or select from your file library (e.g. an invoice PDF).
3. The file is attached to every message sent.

Tips

• Use tags to target the right audience — e.g. send a renewal reminder only to contacts tagged renewal-due.
• Schedule campaigns for off-peak hours to maximise open rates.
• Test with a small recipient list first before broadcasting to thousands.