Campaigns

A WhatsApp Campaign is a planned sequence of activities that sends information about a product or service to a targeted audience.


Sending a campaign using a CSV file


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You may be interested in: How to export a CSV file via Google Sheets


Go to the Campaigns section and click on New Campaign.


Create New Campaign
click to enlargeCreate New Campaign
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Create New Campaign
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Or, if this is the first campaign of the channel click on the Let's go button of the welcome screen:


Creating your first campaign
click to enlargeCreating your first campaign
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Creating your first campaign
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You will see this screen:


New Campaign Screen
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New Campaign Screen
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In the Info tab, fill out this information.

  1. Name (Required): This field allows you to identify your campaign in the future. You may also filter your campaigns by name in the Metrics Dashboard.
  2. Description: Provides more context and details about the campaign.
  3. Team: Enter the team or area in charge of this campaign. This is useful for customers with multiple areas sending campaigns and sharing the cost of the service. You can select preexisting teams or insert a new one that will be saved automatically. You can filter your campaigns by team name in the Metrics Dashboard.
  4. Tags: Add tags to index specific campaigns. You may select preexisting tags or insert new ones that will also be saved automatically. You may also filter your campaigns by tag/s in the Metrics Dashboard.
  5. Emails (Required): Keep the rest of your team or manager informed of the progress by adding their email to the campaign. They will be notified once it's sent.

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Team Names and Tags are customizable, you can modify the content and color of each one.


On the Message tab select the notification you’ll be sending out from the list of available templates. Templates are only available once they have been approved by WhatsApp/Facebook. There’s also a search bar to find them easily by name.


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You may be interested in: How to create a new notification

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After choosing your template, you can select the Yes/No slider to enable this miniflow.


The Yes/No Miniflow gives the customer a chance to start a conversation after receiving a notification. Customers can answer yes or no, and get a reply with more information or a goodbye message.


This opens the message box with a preview of the message template. Here you can enter a message that the user will receive. Users can answer in the following ways:


  • Yes or any type of affirmative answer
  • No or any negative answer
  • Unsubscribe, when the user doesn't want to get messages of this type.

The reply messages can include media as Images (jpg, png) or PDF documents.


These messages are customized by the campaign so it doesn't matter if you use the same template in many campaigns, you can set a different message for each one.


Adding a "Yes/No Flow" to a campaign
click to enlargeAdding a "Yes/No Flow" to a campaign
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Adding a "Yes/No Flow" to a campaign
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On the Audience tab select or drag & drop the CSV file with the users' database.


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It's mandatory that the first column of your file is labeled phone and contains the phone number of the users, including country codes. Add a "+" before the country code.

The next columns should match the parameters that appear on your template. For example:

CSV file columns
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CSV file columns
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If no parameters are required you will only need to include the phone information in the first column.

Once selected click Continue. Your file may take a while to upload if it’s a large database.


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The CSV file size limit is 150MB.


Before releasing your campaign into the world, it’s necessary to test it with the first 10 numbers or less from your database. A best practice is to include numbers from colleages in these first rows to facilitate the test. Select the rows (numbers) you want to test your campaign with and click Test Campaign.


Once the test is done, you are moved to the Send tab where your can click on the "Send Campaign" button to start with the shipping.


Before sending the campaign the system validates that the phone numbers in the database are Whatsapp numbers. If the numbers are not valid, they will not get the message. While this validation is going on, you’ll see the status Processing appear on the campaigns screen. If there is a problem with the validation you will get an email to let you know of it.


While the campaign is Processing you may click on Stop to pause or cancel it. You cannot take back the notifications already sent. Click on Continue to resume the campaign.


The campaign might take a while to send depending on the number of users. The server is capable of sending a thousand notifications per second, but WhatsApp limits it to 20 per second.


At the end of the process you’ll get an email with the campaign details.


Confirmation Email
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Confirmation Email
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What’s Next
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