Creating a WhatsApp campaign

1. 1

   Open Campaigns and click “New Campaign”

   From the menu go to Campaigns: the dashboard shows the status of them all (running, scheduled, completed, drafts). Click “New Campaign”.

   
2. 2

   Give it a name and choose the channel

   Name the campaign and choose the channel: WhatsApp Meta (official API, uses approved templates) or WhatsApp Web (free messages). On the right the phone preview updates in real time.

   
3. 3

   Choose the recipients

   Decide who to send to: all contacts, or only some tags.

   
4. 4

   Include (and exclude) the right tags

   With “Specific tags” you include the right groups (e.g. vip-customers) and, if you want, exclude who shouldn’t get the message (e.g. those who already bought).

   
5. 5

   Schedule the send (optional)

   Tick “Schedule campaign” to pick date and time — perfect for weekend promos prepared on Thursday.

   
6. 6

   Set the anti-ban delay

   The delay between messages (1 to 30 seconds) makes the send gradual and natural: slower = safer. Here you also find the daily message limit.

   
7. 7

   Choose the template and compose the message

   With WhatsApp Meta you pick the approved template (green check): the message appears in the phone preview with buttons and variables. Below, each parameter maps to a contact field (e.g. Name).

   
8. 8

   Check the summary and save

   Review the summary on the right (recipients, channel, type, scheduling) and click “Save” to start — or “Save draft” to finish later.

   
9. 9

   The campaign is in the dashboard

   The campaign appears in the list with its status (draft, scheduled, running…): from here you manage it and follow its results.

   

Golden tip: run your first campaign on a small tag (10-20 trusted contacts) to test the message and template. If it works, you widen the audience safely.

At step 2 you choose the channel. With WhatsApp Meta you send through the official API: you use approved templates and your number is protected, so you can do mass sends without risking a block. WhatsApp Web sends free messages (handy for tests or small sends), but mass sends from a non-official number risk suspension. For promotional campaigns always use WhatsApp Meta: how to connect WhatsApp with the official API.

The delay between one message and the next (step 6) starts the sends gradually, like a person would: it’s the main defense against a block. On WhatsApp Web it’s essential; with Meta’s official API there’s no ban risk for mass sends, but a delay still helps delivery.

• On a new number start with low volumes and grow gradually day by day.
• Respect the daily message limit set in the campaign.
• Send at sensible times for your audience (avoid night and intrusive hours).

Personalize

Use the template variables (e.g. {{name}}) so the message feels written on purpose: tags and fields come from your address book (see Importing contacts).

One clear CTA

A single call to action, easy to follow (e.g. “Reply YES” or a “Book now” button). More choices = fewer replies.

Short and direct

Two or three lines max: no walls of text. The message is built with an approved template (see Creating a template).

Segment

Send only to the relevant segment: relevant messages = fewer opt-outs, fewer reports, a safer number.

Once the campaign is live you see the numbers in real time: sent, delivered, read, replies and failed. From here you understand what worked and you can resend only to the failed ones.

Sent / Delivered

How many messages went out and how many arrived. A big gap signals invalid numbers or delivery problems.

Read

How many opened the message. It’s the main interest indicator.

Replies

Who replied: the warmest contacts to focus your follow-up on.

Failed

Messages not delivered. You can resend only to these without messaging everyone again.

Template stuck on one check

Often the payment method is missing on the official number: templates aren’t delivered. Add a card in Business Manager.

Many failures

Numbers without a prefix or invalid. Clean the address book and re-import with the correct prefixes.

Low read rate

Segment too broad or message not relevant. Narrow the target and personalize.