Campaigns
Create and manage WhatsApp marketing campaigns to send messages to your contacts.
Campaigns let you reach out to your customers proactively through WhatsApp. Whether you're announcing a sale, sharing updates, or re-engaging inactive contacts, campaigns help you send personalized messages at scale.
The basics
You can send campaigns to:
- A segment — A group of contacts you've defined (like "VIP customers" or "Leads from January")
- A CSV file — A list you upload with phone numbers and any personalization data
Each campaign uses a WhatsApp template (pre-approved by Meta), so you'll need to set those up first if you haven't already.
What you'll see on the Campaigns page
- Your campaigns — All campaigns with their status and metrics
- Message quota — How many marketing messages you have left
- WhatsApp health status — Is your Business Account in good standing?
- Quick actions — Create campaigns, manage templates, create segments
Campaign statuses
- Draft — Saved but not sent yet (you can still edit it)
- Scheduled — Set to go out at a specific time
- Pending — Queued and about to start
- Active — Currently sending
- Paused — You paused it; can be resumed
- Completed — All done
- Cancelled — You stopped it before it finished
Creating a campaign
Click Create Campaign to start. It's a 4-step process:
1. Pick your channel and template
First, choose which WhatsApp channel to send from (if you have multiple), then select the template you want to use. You can search by name or filter by type.
Click a template to see what it looks like—header, body, buttons, everything.
2. Choose who receives it
You have two options:
Use a segment Pick from your existing segments. You'll see how many contacts are in it.
Upload a CSV
Drop in a CSV file with up to 50,000 contacts. Your CSV needs a phone number column — we'll automatically detect columns named phone, mobile, tel, telephone, or similar variations. Phone numbers must be in international format (for example: +14155551234).
You can include extra columns like name, email, or any custom data for personalization. Column matching is case-insensitive.
We'll validate the file and flag any issues like missing data, invalid phone numbers, or duplicates.
3. Set up personalization
If your template has variables (like {{name}} or {{order_id}}), you'll configure them here:
- Static value — Same for everyone (like your store name)
- CSV column — Pull from your uploaded data
- Custom field — Use data stored on the contact
The more relevant you make the message, the better it performs.
4. Review and send
Before you publish:
- Send a test — Click "Send Sample Message" to see exactly how it'll look
- Review the summary — Template, contacts, variables
- Check for issues — We'll warn you about anything that looks off
When you're ready:
- Save as Draft — Come back to it later
- Publish — Start sending right away
Managing your campaigns
Your campaign list shows each campaign's name, status, and performance metrics at a glance.
Finding campaigns:
- Filter by status (All, Draft, Active, Completed, etc.)
- Search by name
- Sort by date or name
Actions:
- Click a draft to keep editing
- Click a published campaign to see analytics
- Pause, resume, or cancel active campaigns
- Delete drafts you don't need
Campaign analytics
Click on any published campaign to see how it's performing.
The numbers
- Total Contacts — How many people you're reaching
- Sent — Messages that left successfully
- Delivered — Messages that arrived
- Read — Messages that were opened
- Clicked — Button clicks (if your template has buttons)
- Failed — Messages that didn't make it
Stats update every 5 seconds for active campaigns, so you can watch in real-time.
Understanding engagement
The clicks histogram shows when people are engaging with your buttons—useful for understanding timing patterns.
Contact details
See the status for each individual contact. If messages failed, you can download a CSV of failed contacts to troubleshoot (common culprits: invalid phone numbers, opted-out contacts).
Tips for better campaigns
- Always test first — Send yourself a sample message before publishing
- Use segments — Targeted messages perform better than blasts to everyone
- Personalize — Names and relevant details make messages feel less spammy
- Watch your metrics — Check delivery and engagement to learn what works
- Handle failures — Download the failed list and clean up your data
- Stay within limits — Keep an eye on your message quota
- Templates need approval — Make sure yours are approved before using them
Troubleshooting
Campaign won't send
- Is your WhatsApp channel connected and active?
- Is the template approved (not pending or rejected)?
- Do you have messages left in your quota?
Lots of failures
- Download the failed contacts CSV to see error messages for each contact
- Common causes: phone numbers not in international format (must start with country code, for example
+1...), people who opted out, hitting rate limits
Variables not working
- CSV column names need to match (they're case-insensitive)
- For custom fields, make sure the data exists on the contacts
Template problems
- Templates must be approved by WhatsApp first
- Check the status in your WhatsApp Templates settings
Going deeper
- Segments — Target the right people
- WhatsApp Templates — Create and manage templates
- Marketing Insights — Detailed performance data
- Custom Fields — More personalization options