Manage WhatsApp Campaign

In your dashboard, the Manage Campaign Tab becomes available once your phone number registration request with the WhatsApp Business platform is approved. This ensures that your WhatsApp Business account is fully set up and authorized before you can access and manage campaigns within the platform.

Create Campaign

To Create a WhatsApp Campaign:

• Navigate to WhatsApp in the left navigation pane and select Dashboard from the drop-down menu. This redirects to the WhatsApp dashboard where you can oversee and manage your WhatsApp projects.
• Select the WhatsApp project against which you want to create a campaign and click on the action icon next to it.

• It will take you to the Project Summary page.

• On this page, navigate and click to Manage Campaigns tab.
• My campaigns page will open. On this page, click on the NEW CAMPAIGN tab.

Here you will get two types of campaigns options:

1. Broadcast new campaign
2. CSV Broadcast

Broadcast new Campaign: Methods and Setup

The Broadcast Campaign is to connect with your existing audience. It enables you to send customized template messages to your established customer base. There are two ways to broadcast a new campaign:

1. 5-Steps Wizard
2. Single form

Setup Campaign via 5 Steps Wizard

• To get started with a Broadcast Campaign targeted at your existing audience, navigate and click on NEXT button within the Broadcast Campaign box.
• Next, proceed by following the directions given in the 5-step wizard.
• This 5-Step Wizard will guide you through the process of creating a campaign. Follow these steps:

Step-1: Set Campaign Name

• Name Your Campaign: Choose a descriptive name that reflects your target audience and the goals of your campaign. Note that the Campaign name must be distinctive and meaningful, as it will be the primary identifier for this campaign.
• Schedule Your Campaign: Set the start date and time for your campaign. Note that the campaign can be scheduled up to one month from today's date. This feature lets you strategically plan your marketing efforts, aligning with specific events, holidays, or product launches.

Step-2: Select Audience

Use the Advanced Search options to determine the audience for your broadcast campaign. You have two main parameters to employ:

• Created At: Filter contacts based on the date they were added into your system, using Today, This Week, This Month, or a custom date range as options.
• Attributes: Apply additional criteria using Attributes filters. These attributes are associated with the Name, Phone, Tags, or Source that were designated to your contacts upon creation.
• Opt-out Status: Indicate whether contacts who opted out of communication should be included. Three options are given:
  • All: Include all contacts, irrespective of their opt-out status.
  • Yes: Include only the contacts who have opted out of campaign communications.
  • No: Include only the contacts who have not opted out of campaign communications.

Step-3: Select Template

Choose a pre-approved message template that aligns with your audience and campaign objectives.

• Select Template: Choose an approved template from the dropdown menu that fits your campaign's requirements and click on NEXT button.
• This campaign will use only pre-approved templates. This ensures that your messaging is consistent, professional, and in line with your brand's voice and identity.

Note: If you need to create a new template for your campaign, navigate to the Manage Templates section. There you can follow the process to create and get it approved from WhatsApp. Once it is approved, it will be added to your list of approved templates

Step-4: Test campaign

Testing your campaign before broadcasting allows you to identify any potential issues, refine your messaging, and optimize its overall performance. This step is optional.

To test your campaign before broadcasting, follow these steps:

• In the search field, enter the Name and Number of the intended recipient to whom you plan to send the campaign before broadcasting and click on TEST button.
• If you prefer to skip the testing phase, click on SKIP button to proceed without testing.

Step-5: Preview & Send

Before sending your campaign, take the opportunity to preview it and ensure everything appears as intended.

• Once you review the content and verify its accuracy, proceed with clicking on SEND NOW button.

• Your campaign is now set to be delivered as per your specified schedule, and it will appear in the campaigns list.

• To monitor the performance of your campaign, simply click on the Campaign Name. This will provide you with detailed insights and metrics, including delivery status, engagement, and Replies.

• To export these details, click on EXPORT DETAILS.

Setup Campaign via Single form

To get started with a Broadcast Campaign targeted at your existing audience, follow these steps:

• Navigate to the Manage Contacts Tab,
• Use the search filter to find your target audience.
• Check the checkbox associated with the contacts and click on BROADCAST tab.

• It will open a new single page Create Campaign form.

Fill out the Create Campaign form:

• Name Your Campaign: Choose a descriptive name that reflects your target audience and the goals of your campaign. Note that the campaign name must be distinctive and meaningful, as it will be the primary identifier for this campaign.
• Schedule Your Campaign: Set the start date and time for your campaign. Note that the campaign can be scheduled up to one month from today's date.
• Include Opt-out Users: Check the checkbox if you want to include the users in the campaign who have opted out of the communication/messages. Note that the users are who have opted out of communication, excluded by default.
• Select Template: Choose an approved template from the dropdown menu that fits your campaign's requirements. If you need to create a new template for your campaign, navigate to the Manage Templates section. There you can follow the process to create and get it approved from WhatsApp. Once it is approved, it will be added to your list of approved templates.
• Test campaign: In the search field, enter the Name and Number of the intended recipient to whom you plan to send the campaign before broadcasting and click on TEST button. This is an optional step. You can leave the field empty to skip it and proceed without testing.
• Check the box to use WhatsApp service for your campaigns. By agreeing to this condition, you can't use the WhatsApp messaging service.
• Click on **SEND NOW **button.
• Your campaign is now set to be delivered as per your specified schedule, and it will appear in the campaigns list.

CSV Broadcast

In CSV Broadcast Campaign, you can import contacts in bulk directly from a CSV file, enabling you to effectively engage different segments of your audience.

• To get started with a CSV Broadcast Campaign and reach a broader audience, Click on NEXT button within the CSV Broadcast box.

• To create a CSV broadcast campaign, you need to follow the 5-step wizard, which is same as the broadcast campaign 5-step wizard. The only difference lies in the Select Audience step of the wizard.

• For a CSV broadcast, you are required to upload a CSV file containing the contact information of your desired recipients. The remaining steps in the wizard will remain unchanged.

Select Audience

Upload Contacts File:

• Upload your contacts file in .csv format.
• The maximum file size allowed is 20MB.
• You can include up to 10,000 contacts in the file.
• Refer to the Sample CSV file for reference if needed.
• Click on Choose File and select CSV file for upload.

If any contacts already exist, you have the following options:

• Overwrite: Choose this option to replace existing contact information with the new data from the uploaded file.
• Ignore, if contact exists already: Select this option to skip adding contacts that already exist in your system.
• Once select your preference, click on UPLOAD FILE button to upload the selected CSV file.

Change File (Optional):

• If needed, you can change the selected file by clicking on the Change File button and selecting a different .csv file.

Please refer to the instructions provided above in Broadcast New Campaign section for the other steps of the wizard to successfully create your CSV broadcast campaign.

Immediate One-Time CSV Campaign Broadcast

To create immediate and one-time broadcast campaigns and streamline the process, users have the option to import a CSV file containing comprehensive contact information for their targeted audience. This allows for quick campaign creation and immediate broadcasting. To import a CSV file and initiate immidiate targeted broadcasts, do the following:

• Navigate to Action tab on the Manage Contact page.

• Select Import and Broadcast from the dropdown menu.
• This selection will open the CSV Broadcast 5-step wizard.

• Follow the prompts to configure and launch your targeted broadcasts.