Overview
A WhatsApp campaign sends a message to a contact list at once. You define the audience (by labels), choose the content (an approved HSM template or a message with variants), and decide when to send. The platform sends at a controlled pace and shows progress (sent, delivered, read and replied).
It's the right tool for announcements, promotions, notices and contact re-engagement β always respecting WhatsApp's rules for bulk messaging.
Prerequisites
- Access to the Campaigns module.
- A connected WhatsApp inbox.
- Contacts with labels that define the audience.
- For template-based campaigns: approved HSM templates on the inbox (see the templates and variables article).
Step by step
- Open Campaigns in the sidebar and select the WhatsApp type.
- Click Create campaign and give it a title.
- Select the WhatsApp inbox that will send it.
- Define the audience by selecting the labels of the contacts who should receive it.
- Build the content:
- HSM template: pick the template and language, then fill in the variable values; or
- Message with variants: write the message (using the variable picker) and, if you want, add variants so each contact receives slightly different wording.
- Adjust the send settings (min/max delay between messages, batch size and randomization) for a more natural send.
- Choose when to send: send now, schedule for a date/time, or save as draft.
- Confirm and track the status and progress in the campaign list.
Settings & options
- Title: internal identifier for the campaign.
- Inbox: the WhatsApp number that will send the messages.
- Audience: contacts selected by labels.
- Content: HSM template (with variables) or a message with variants.
- Send settings: min and max delay (seconds), batch size and variant randomization β these help reduce the risk of blocking.
- Scheduling: send now, schedule, or draft.
- Status: draft, scheduled, sending, paused, completed or failed.
- Actions: pause, resume or cancel a running campaign.
- Progress: sent, delivered, read, replied and failed.
Use cases
- Announce a promotion to customers in a specific label.
- Send an important notice (hours change, new product) to the right audience.
- Re-engage inactive contacts with a segmented offer.
- Confirm attendance at an event or remind people of a date.
Tips, limits & best practices
- To start conversations with people outside the 24-hour window, WhatsApp requires an approved HSM template β free-text messages only work inside the service window.
- Use the send settings with delays between messages and smaller batches: very fast sends increase the risk of blocking (anti-ban).
- Segment well by labels and send only relevant content to reduce opt-outs and reports.
- Test with a small audience before a large send.
- Track the progress and pause the campaign if you notice many failures.
Troubleshooting
- I can't select the inbox: confirm there is a connected WhatsApp inbox.
- Empty audience: check whether contacts exist with the chosen label.
- Template doesn't appear: verify there are approved templates on the selected inbox.
- Many send failures: lower the pace (increase the delays and reduce the batch size) and check the health of the WhatsApp number.