Setup WhatsApp Campaigns

WhatsApp, a widely used communication application worldwide, empowers businesses to launch promotional campaigns to their customers and achieve their business goals.

Key Benefits of the WhatsApp Campaign

• No API calls – send bulk WhatsApp messages simultaneously using Campaign Manager UI.

• Easy Contact Selection – Select the intended audience by uploading a contacts file from an existing directory or by pasting numbers on the Campaign Manager UI.

• Template Usage – Use the existing templates linked to your endpoint or create a new template on the fly.

• Quick Launch – Send WhatsApp campaigns to multiple customers simultaneously with minimal effort and time.

Launch a Campaign

Prerequisites
Ensure you have the following prerequisites to launch a WhatsApp Campaign:

1. At least one active WABA (WhatsApp Business Account) is associated with your account.

2. At least one phone number is associated with the WABA.

3. At least one approved message template.

Permissions Required

• Admin

To launch a WhatsApp Campaign,

Step 1: Adding Contact details

1. Navigate to Campaigns from the left menu.

2. Click Create Campaign at the middle right of the screen.
   The Campaign Configuration page opens.

3. In the Campaign Name field, enter a name.

4. Select an Enterprise from the dropdown menu. See more on Enterprise Settings.

5. Select the desired channel from which you want to launch campaigns.
   a. SMS
   b. WhatsApp
   c. Truecaller
   d. RCS

6. (Optional) Turn on the toggle next to Fallback channel to route messages to alternate channels, if your main channel not available. Add alternate channels up to a maximum of 3.

7. Select the mode of baseline from the following:
   a. Insights:
   b. Lookalike:
   c. Custom Cohorts:
   d. Broadcasts: allows you to add the target audience to the campaign.

Broadcasts
Choose contacts using one of the options below:

I. Upload File
Allows you to upload a file. Accepted formats: XLSX, XLS, CSV, and Text. The upload progress bar appears at the top of the page.

a. Upload Type: Choose from the following types:

• Mobile Numbers: Only mobile numbers are added.

• Numbers and Content: Adds both mobile numbers and message content.

• Numbers and Variable: Adds numbers with additional columns to personalize message content.

b. Enable Reachability Check (Optional): Excludes DND numbers from the target audience for multi-channel notifications if enabled.

c. Click Browse File and select a file from your local drive.
d. Click Open.
Your file will then be uploaded.

II. Stored Contacts: Allows you to use contacts from previous campaigns. To use stored contacts, select a list from the dropdown under the Contact List field.

III. Paste Numbers: You can add number by number upto a maximum of million numbers.

IV. (Optional) Checkbox next to remove duplicates. This allows you to consider unique mobile numbers when receiving a campaign message.
V. (Optional) Toggle on the Exclusion list: This enables you to select the list of numbers that you want to exclude from receiving the campaign messages. You can choose the files that were added in the previous campaigns.
7. Click Save and Next to move to the next section or Save as Draft to return later.

Step 2: Adding Content

Refer to this article for more details on with or without fallback channels.

Step 3: Preview

A. Without Fallback Channels

Preview your campaign details that you have entered in step 1 & 2, and Run or Schedule your campaign.

B. With Fallback Channels

1. See the preview of your message content you entered in the steps 1 & 2.

2. Under each channel preview, enter a mobile number and click Test.

   (or)

3. (Optional) Checkbox next to the Use same mobile number for all channels.
   Once your message delivered to the target mobile number, you can run or schedule your campaign.

• Run: Starts the campaign immediately.

• Schedule: This option allows you to schedule your campaign at a fixed date and time, and daily or weekly at a specific time recurrently in 4 different time zones.

To schedule your campaign,

1. Click Schedule at the bottom of the preview page.

2. Select the desired option from the following.
   a. Fixed: Runs the campaign at a defined date and time. The campaign runs only once.
   b. Recurring: Runs the campaign daily or weekly at a specified time.

3. Select the Time zone from the drop-down menu.

4. Select the Date and Time.
   (or)
   Select Recurrent Notification as daily or weekly and time.

5. Click Schedule and Save.

Edit a Campaign

You can edit a campaign which is in “Not Started”, and “Completed” status only.

To edit a WhatsApp campaign,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the ellipsis icon (...) next to the campaign.

3. Click Editfrom the drop-down.
   The edit campaign page opens.

4. Change your required details from basic details to the Run/Schedule page.

Clone a Campaign

Cloning allows you to create the same copy of the existing campaign and you can schedule it at different times for various audiences. You can clone a campaign that is in any status including “Not Started”, “In Progress”, and “Completed”.

To clone a WhatsApp campaign,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the ellipsis icon (...) next to the campaign.

3. Click Clone from the drop-down menu.
   A copy of the existing campaign will be created.

Cancel a Campaign

You can cancel an ongoing campaign if there are errors in the message content or missing the intended audience. This feature is enabled for campaigns that are in “in progress” state only.

To cancel an ongoing WhatsApp campaign,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the ellipsis icon (...) next to the campaign.

3. Select Cancel from the drop-down menu.
   The ongoing campaign will be halted.

Pause a Campaign

You can pause an ongoing campaign temporarily. This feature is enabled for campaigns that are in “in progress” state only.

To pause an ongoing WhatsApp campaign,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the ellipsis icon (...) next to the campaign.

3. Select Pause from the drop-down menu.
   The ongoing campaign will be paused temporarily.

View a Campaign

You can view the WhatsApp campaign details using Campaign Manager UI.

To view a WhatsApp campaign,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the eye icon ()next to the campaign you want to explore.
   The campaign preview opens.

View the Performance Report

The campaign manager facilitates you to view the performance report of a campaign you launched recently. The report consists of multiple metrics, such as total records processed, total messages delivered, total number of clicks, cost per click etc. For more information, refer to Reports. You can view performance reports for the campaigns in “Completed” and “In Progress” states only.

To view the campaign reports,

1. Navigate to Campaigns from the left menu.
   The Campaign listing page opens.

2. Click the signal icon () next to the campaign that you would like to view the report.
   The campaign performance report opens.