WhatsApp Campaigns

Overview

WhatsApp Campaigns offer a high-conversion channel to reach customers where they are most active. Send digital bills, payment confirmations, feedback requests or limited-time offers via verified WhatsApp messages.

To access WhatsApp campaigns page:

1. Select WhatsApp under Communication Channel in the left navigation menu.
2. Alternatively, you can also select WhatsApp in the Select Campaign Listing drop down menu on the All Campaigns page.

Create New WhatsApp Campaign

To create a new whatsApp campaign:

1. Click + New WhatsApp Campaign. The WhatsApp - New Campaign page appears.
2. Enter the Campaign Name and Description, select your Company and click Next Step.
   
3. On the Select Template page, select a template for your WhatsApp campaign message and click Next Step.
   
4. On the Message page, enter the url of your pre-uploaded media, template header and footer, variable attributes of your message and select Dark or Light theme on the Preview pane. Click Next Step.
   
5. On the Whom To Send page, select your recipients from either Uploaded Data or any customer segment. You can also Add New Segment or Upload Data. Click Next Step.
   
   • Click Add New Segment to create a new customer segment. The Create Segment page appears.
     
   • Configure the customer segment you want to select for your WhatsApp campaign and click Save.
6. On the When To Send page, select the time and date on which you want to send the email campaign. You have the option to select Send Now, Send Later and Recurring. Select the timelines and click Next Step.
   
7. Preview the SMS Campaign and test it on a valid phone number. Click Publish to take the campaign live.
   

Your new WhatsApp campaign is created and appears in the list of WhatsApp campaigns.

Templates

You can create and manage your WhatsApp templates in multiple languages.

To access WhatsApp templates:

• Click Templates on the WhatsApp Campaigns page.
  

Create a New Template

To create a new template:

1. Click +New WhatsApp Template.
   
2. Select your WhatsApp Account, enter the template name and description and select template category. Click Next Step.
3. Select the template language and Template Type. enter the Content details such as header, body and footer. You can also add a Quick Reply or a Call to Action button. Click Next Step.
   
4. On the Preview & Submit page, click Add Sample Content to add the variables in the message.
   
5. Click Publish to take the template live. The new WhatsApp template appears in the list of WhatsApp templates and can be selected while creating a WhatsApp campaign.