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The campaign wizard guides you step by step, from the campaign type to the final review. When you finish, you can save it as a draft, start it right away, or schedule it.
Only Managers and Administrators create campaigns. Campaigns are sent only through WhatsApp channels. Read the Campaigns introduction → first to understand Meta’s rules.

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Before you start

  • Have an active WhatsApp channel. For sends to your general base, use the WhatsApp Business API (official).
  • On the official API, create and get approval for the template you will send. See Create a template →.
  • Organize contacts with tags and additional fields to filter the audience.
  • Confirm that contacts opted in to receive messages from your company.

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Step by step

1

Open the wizard

In the sidebar, click Campaigns and then New Campaign.
2

Choose the campaign type

Click Next.
3

Fill in the campaign details

Very high sending rates may result in channel restrictions. Adjust the speed to the audience size and your number’s limits.
4

Select the sending channel

Choose the WhatsApp channel that will deliver the campaign. Only channels you are allowed to use appear. Make sure the channel is active.If No WhatsApp channels available appears, create a channel or ask the Administrator for access.
5

Define the audience (Single Campaign)

Combine filters to reach the right contacts. The Audience preview, on the right, shows how many contacts are selected and sample contacts.You must apply at least one filter, and the audience must have at least one contact to continue.
The Ongoing Campaign skips this step. It does not use a fixed list: you add contacts after it is created.
6

Choose how you will communicate

7

Compose the message

If you chose Template:
  1. In Use an approved template, search for and select the template. Filter by All, Templates, or Quick replies.
  2. In Variable mapping, link each template variable to a contact field or additional field. All variables must be mapped.
  3. Check the Preview, which shows header, body, footer, and buttons with a sample contact’s data.
If you chose Manual text:
  1. Write in Message content.
  2. Use Variables to insert contact data, such as Name, Email, Phone, or additional fields.
  3. Check the Preview, which shows how the first contact in the audience will see the message.
Templates and quick replies can include an image, video, or document. Media usually increases the read rate for offers and launches.
8

Review and confirm

Check Basic information, Channel, Audience, Schedule, and Message. Then choose:

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After creating an Ongoing Campaign

The Ongoing Campaign starts with no contacts. To feed the audience, open the campaign and use: See Manage campaigns →.

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Best practices

  • Start with a small audience to validate the message before sending to your whole base.
  • Schedule for business hours and avoid late nights and holidays.
  • Use lower speeds on new numbers or numbers with low quality at Meta.
  • Personalize with the contact’s name and a relevant detail, such as the plan or product of interest.
  • Prepare the AI agent and your team for the volume of replies the campaign will generate.

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Common errors

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Next steps

Manage campaigns

Track deliveries, reads, and failures.

Campaigns introduction

Review Meta rules, limits, and costs.

Use variables

Personalize templates with contact data.

Additional fields

Create fields to segment the audience.