WhatsApp campaigns

Choose a message, audience, and send time for a customer campaign.

Steps

1. 1

   Start a campaign

   Open Marketing → Campaigns and select New Campaign. Enter a Campaign Name and choose the Campaign Type.

   Open Campaigns ↗

   Click to enlarge ↗

   ×

   The Campaign Builder brings message, audience, and timing together.

2. 2

   Choose the message

   Select Approved Template and choose an available template, or select Custom Message and enter your own text. Review the message preview and variables before continuing. For customers outside the WhatsApp 24-hour service window, use an approved template.

   Learn about templates ↗
3. 3

   Choose the audience

   Select All, Segment, or CRM Tags. If you choose Segment, select a saved segment. If you choose CRM Tags, select at least one tag. Check the intended audience before sending.

   Learn about segments ↗
4. 4

   Choose when to send

   Set Send Time to Send immediately or Schedule. For a scheduled campaign, enter its date and time. Review Batch Size, which controls how many recipients are processed in a batch.

5. 5

   Create or launch

   Select Create Campaign to save a campaign without starting an immediate send. Select Create & Send Now only when the message and audience are ready. For a future send time, select Schedule Campaign.