WhatsApp campaign
Campaigns can be found in a separate section in the main sidebar under the "megaphone" icon.
Preparing contacts for the campaign
Before setting up a campaign, you need to prepare a list of contacts that will be used in the campaign.
These contacts are already included in the Contact Directory, or you can import them using the "Upload CSV" button. Here you select the CSV file with the contacts and in the next step, you map the columns contained in the CSV file to existing columns in the Contact Directory (client's name, client's email, client's phone number, etc.).
Use the filter button to apply one of the existing filters or create a new filter.
Create a campaign
To create a campaign, you need to click on the "+ Create Campaign" button, then select the "WhatsApp" type and enter a campaign name.
Next, select from the menu:
WhatsApp account (phone number)
Form (template message)
Language (if more than one)
The volume of messages sent is limited to a 24-hour window and may change over time. More information can be found here.
To make sure you are always selecting from the current list of Meta-approved templates, we recommend always syncing the available forms using the Synchronize Forms button.
The status of each form may change over time (e.g. a form may be blocked, or the number of usable languages may change).
You can check the current status in the Forms section. You can see the details of the problems with a particular form by hovering over the warning icon. Most often this is unselected multimedia content (image, video), which can be solved in Forms, where you select the missing file for each language.
Adding contacts to a campaign
You can add contacts to a campaign in two ways:
A) From the Contact Directory (via a previously created filter)
In addition to the filter mentioned above, you also select the parameter from which the clients' phone numbers will be uploaded. Following the selected template, you additionally select the parameters that are used to add dynamic values (unique for each contact).
B) By using a .csv file
We recommend using the prepared blank template, which you can download via the link that appears after clicking on the Upload CSV option.
WhatsApp campaign management
The operation of a WA campaign (starting, pausing, ending, or uploading contacts) is no different from a telephone campaign.
Unlike traditional phone campaigns, WhatsApp uses configurable Template Messages. If you choose a Template Message for your campaign that contains dynamic variables, don't forget to add columns with the corresponding data to the uploaded .CSV file. Alternatively, the related columns must exist in the Contact Directory!
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