Create & Send a Campaign

Use the campaign wizard to choose a WhatsApp number, define the audience, map a template, then review and send (or schedule).

Campaign create wizard

/docs/en/workspace/campaigns/create-wizard.png

Before you start

• An active WhatsApp Business number in the workspace
• At least one approved template
• Contacts available (all contacts, a group, filters, or an Excel list)

Create a campaign

1. Open Campaigns from the sidebar
2. Click Create
3. Enter a campaign name and select the WhatsApp number
4. Choose send now or set a schedule (if available)
5. Continue to the audience step

Choose the audience

Typical options:

• All contacts
• Contact group
• Custom filters (tags, groups, branches, agents, departments — as shown in your UI)
• Excel import with a preview of the recipient count

Campaign audience step

/docs/en/workspace/campaigns/audience.png

Select template and map variables

1. Pick an approved WhatsApp template
2. Map each template variable to a contact field or fixed value
3. Preview the message when the UI provides a preview
4. Continue to review

Review and submit

1. Confirm number, audience size, template, and schedule
2. Submit / send
3. Open the campaign detail page to monitor progress

Tips

• Keep campaign names clear (date + offer + segment)
• Test with a small group or filter first
• Prepare contacts and tags in Contacts before launch

Next steps

• Monitor & Manage
• Templates