Campaigns

The WhatsApp Campaigns section under Interactions enables teams to create and execute targeted messaging campaigns to specific user groups or segments. This feature is essential for marketing outreach, customer re-engagement, promotional offers, and scheduled communications via WhatsApp Business API.

All campaigns require approved WhatsApp templates and valid user consent for compliance.

Campaigns Dashboard

The main dashboard displays all your WhatsApp campaigns in a comprehensive table view. Each row provides key campaign metrics and status information:

Campaign Name: Internal identifier for the campaign.

Time: Timestamp showing when the campaign was executed or scheduled.

Sent: Number of messages successfully dispatched with progress indicator.

Delivered: Messages confirmed as delivered to recipient devices.

Read: Messages opened by recipients (when read receipts are available).

Failed: Messages that couldn't be delivered due to various reasons.

Status: Current campaign state (Completed, In Progress, Scheduled, etc.).

Campaign Details View

Clicking on any campaign from the dashboard opens a detailed view showing comprehensive information about that specific campaign.

Campaign Overview

• Name: The campaign identifier

• Status: Current state with visual indicator (Completed, In Progress, etc.)

• Description: Internal notes about the campaign purpose

Broadcast Settings

• Dispatch Mode: Shows whether the campaign was sent instantly or scheduled

• Template preview appears on the right showing the actual message sent to users

Users

View all user groups included in the campaign displayed as filter tags. This shows which audience segments received the campaign messages.

Metrics

The metrics section allows to assess campaign performance, understand audience engagement, and gather insights for future messaging strategies.

• Sent: Total messages dispatched

• Delivered: Messages successfully delivered to devices

• Read: Messages opened by recipients

• Replied: Users who responded to the campaign

• Total: Overall campaign volume

• Failed: Messages that couldn't be delivered

• Processed: Messages handled by the system

• Queued: Messages waiting to be sent

Use the Sync button to refresh campaign metrics and get the latest delivery status updates.

Create New Campaign

Click the New button to launch the 5-step campaign creation workflow:

Step 1: Name and Description

Define the campaign's basic information for internal reference.

Campaign names cannot be changed once the campaign is saved and executed.

Step 2: Users

Select the target audience for your campaign.

User Groups Choose from existing user groups in your system. The interface shows:

Create New Group If needed, you can create a new user group by clicking the "New Group" link.

The system displays user validation metrics:

• Green indicators for valid contacts

• Warning indicators for potential issues (missing data, invalid numbers)

Only users with valid WhatsApp numbers and proper opt-in consent will receive campaign messages.

Step 3: Template

Choose from your library of approved WhatsApp templates using the dropdown menu that will be sent to your audience.

Variable Inputs (Required)

If your template contains variables, you must configure how they'll be populated:

• Static Values: Use the same value for all recipients

• User Attributes: Pull dynamic data from user profiles (name, order details, etc.)

The right panel shows a live preview of how the message will appear on WhatsApp, including your variable substitutions.

Only approved WhatsApp templates can be used for campaigns. Unapproved templates will not appear in the selection dropdown.

Step 4: Broadcast Settings

Configure how and when your campaign will be delivered.

Channel Selection

Select the WhatsApp Business phone number from which messages will be sent. The system shows available verified numbers linked to your account.

Broadcast Setting

Choose when to send your campaign:

• Instant: Send immediately upon campaign creation.

• Scheduled: Set a specific date and time for delivery.

Batching (Optional)

Enable message batching to control delivery rate and avoid overwhelming recipients:

• Interval: Time gap between batches (in hours).

• Number of Batches: How many groups to split your audience into.

User Split Across Batches

The system automatically calculates how users will be distributed across batches, showing:

• Batch names (Batch 1, Batch 2, etc.)

• Percentage of total audience per batch.

• User count per batch.

This ensures controlled message delivery while maintaining compliance with WhatsApp's rate limits.

Batching is recommended for large campaigns to maintain delivery quality and comply with WhatsApp Business API rate limits.

Step 5: Review

The final step provides a comprehensive summary before campaign execution. Review all configured details

Once reviewed, click Save to create the campaign. Depending on your dispatch mode, the campaign will either begin sending immediately or be scheduled for the specified time.