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Campaigns — send a template to many people

📣 Campaigns & analyticsLevel: Beginner⏱ 12 min

🎯 Goal

Send one approved template to the right people, personalised for each of them. Then see who received it, read it and replied.

🧰 What you need

  • An approved template
  • Contacts who opted in
  • A role that can create campaigns (and send or schedule them)
  • A payment method on your WABA in Meta (Meta bills template conversations)
  1. Open Campaigns and click New campaign. The wizard has four steps: Details → Audience → Message → Review.

  2. Details — Name and timing.

    • Campaign name: recipients never see it, for example Diwali offer — Jaipur VIPs.
    • When should it go out? Send now, or Schedule with Send at (your local time). You can also tick Repeat this campaign. See Scheduling and repeating.
    • Show these messages in the Inbox: tick it if replies should land in chats with the campaign message visible above them. Leave it off for very large sends, or the chat list fills with one-message threads.
  3. Audience — Who receives it. Choose one:

    • All contacts on this number.
    • Filtered: conditions on tags, fields, activity, or a saved segment (Segments).
    • Upload or paste: a CSV or Excel file, or numbers pasted one per line. Good for a one-off list.
    • Retarget: people from a previous campaign. Choose Everyone it went to, Only those who read it, Only those it reached, Those who never replied or Only the failures.

    Opted-out contacts are always excluded. The bar below shows N people will get this and how many opted-out contacts were left out.

  4. Message — What it says. Pick an approved Template. For each variable {{1}}, {{2}}… click the button beside it to switch between one fixed value for everyone and a per-recipient value (a contact field such as Name or city, or a column of your uploaded file). Auto-fill guesses the mapping from the template wording; check each one. If the template has a media header, upload the file or give a link: Same for everyone or Per recipient. The phone preview on the right shows the message with a real recipient’s values. Optional: turn on the A/B test card below (A/B testing).

  5. Review — Check and send. Read the summary. Problems are listed under Fix these before sending, and a warning appears if the audience is over your daily messaging limit. Click Send now or Schedule campaign. Click Save draft at any step to finish later.

The four steps on the left: Details, Audience, Message, Review.
  • The four steps on the left: Details, Audience, Message, Review.
  • The Template picker, then each variable with its fixed or per-recipient value and Auto-fill.
  • The WhatsApp preview with a real recipient’s values.
  • Back, Save draft and Next at the bottom.

The Campaigns list has tabs All / Active / Scheduled / Completed / Drafts. Each row’s menu offers, depending on your role:

  • View report: progress, rates (delivered, read, replied), messages over time and failures grouped by reason. See Analytics and reports.
  • Pause while it sends, then Resume. Send now starts a draft.
  • Cancel a scheduled or running campaign.
  • Duplicate, to reuse the setup.
  • Export CSV: every recipient with their status.
  • Delete.
Summary tiles across the top.
  • Summary tiles across the top.
  • Status tabs: All, Active, Scheduled, Completed, Drafts.
  • One row per campaign with its status and progress; the row menu holds the actions.
  • New campaign is top right.
  • Big lists? Stay under your daily limit, or split the send across days with scheduling.
  • Best times: mornings (10–12) and evenings (6–9) usually get the most reads in India. Test with your own audience.
  • Follow up with Retarget: “Those who never replied” gets a gentle reminder 2–3 days later, not the whole list again.
  • Wrong variable mapping, for example {{1}} set to the phone number instead of the name. Always check the preview.
  • Sending to people without consent. Blocks lower your quality rating. See Opt-in.
  • No payment method in Meta. Messages fail with a billing error. Add a card in WhatsApp Manager → Payment settings.
  • A Paused template. Meta paused it for feedback, so the campaign fails. Check Templates first.

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