Send a WhatsApp campaign

A campaign sends an approved template to the contacts in a segment. Replies arrive in the inbox, like a normal conversation.

Steps

1. Open Sales › Campaigns and click New campaign: the draft saves itself.
2. Choose the sending number and the segment (or All contacts), then a template in Choose a template.
3. For each variable, enter fixed text or a contact field (first name, company, city) with a text in If the field is empty.

4. If the template has an image, a video or a document at the top, drop the file in: it is used for every message.
5. Choose to send now or on a date. You can limit sending to certain days and hours.
6. Check the summary on the right: contacts who will receive the campaign, contacts excluded and why, estimated cost at Meta. Use Send a test to send one to any contact, for example your own record: the rules on permission for offers apply to the test too.

7. Click Launch campaign (or Schedule) and confirm. A supervisor clicks Request approval: an administrator will launch the campaign.
8. Follow the results on the campaign page: sent, delivered, read, replies, STOP, failures. An administrator can Pause, Resume or Stop campaign: contacts not yet reached then receive nothing.