Campaigns

Create your first campaign

Import contacts, draft the message, schedule delivery, and launch your first WhatsApp campaign.

Before you start

To send bulk campaigns you need:

  • A WhatsApp number connected to whapi.chat.
  • At least one template approved by Meta (if sending outside the 24-hour window).
  • An imported contact list or one created in the CRM.

Step 1: Import contacts

  1. Go to CRM > Contacts > Import.
  2. Upload a CSV or Excel file with columns: name, phone (with country code), and optional fields (email, company).
  3. Review the preview and fix formatting errors if any.
  4. Confirm the import. Contacts will appear in your main list.

You can also create a segment from CRM > Segments by filtering by tags, last contact date, or any custom field.

Step 2: Create the campaign

  1. Navigate to Campaigns > New campaign.
  2. Assign an internal name (visible only to your team).
  3. Select the audience: choose a segment or a full contact list.
  4. Choose the message type:
    • Approved template: for contacts outside the 24-hour window.
    • Free-form message: for contacts with an active conversation.

Step 3: Draft the message

  1. If using a template, select an approved one and fill in dynamic variables (name, order number, etc.).
  2. If using a free-form message, write the content directly. You can include:
    • Formatted text (bold, italic).
    • Attached images, documents, or videos.
    • Quick reply buttons (up to 3).
  3. Use Preview to verify how it will look on the recipient’s device.

Step 4: Schedule and send

  1. Choose when to send:
    • Now: sends immediately.
    • Scheduled: select a specific date and time.
    • Staggered: distribute sends over a time range to avoid blocks.
  2. Review the summary (audience, message, schedule).
  3. Click Launch campaign.

Monitor results

Once sent, go to Campaigns > [Your campaign] > Metrics to see:

  • Messages sent, delivered, and read.
  • Replies received.
  • Open rate and button clicks.

Tips for better results

  • Send during business hours in your audience’s time zone.
  • Segment to send relevant messages to each group.
  • Do not exceed your plan’s daily limits to avoid restrictions.