Start a new campaign
1
Open Channels
In the left pane of the platform, click Channels.
2
Select a channel
Select the WhatsApp channel.
3
Open Campaigns
Click Campaigns. The campaigns dashboard appears.
4
Create the campaign
Click + New Campaign. The New Campaign page opens with a template preview panel on the right.
5
Enter a unique campaign title
Enter the Campaign Title and click Check. The title must be unique — the platform displays an alert if the title already exists.Once a unique title is entered, the remaining sections (Recipient Details, Sender Details, Variable Mapping, Additional Settings, Batching) become accessible.
6
Select the channel
Under Select Channel, select WhatsApp as the messaging channel for the campaign.
The template preview on the right stays empty until the sender details are completed.
Add recipients
Click Recipient Details and select one of the three recipient methods.- Copy/Paste
- Upload
- Phonebook
Manually enter or paste recipient phone numbers directly into the text area.
1
Select Copy/Paste
Under Method, select Copy/Paste.
2
Enter the numbers
Enter phone numbers separated by commas or new lines in the text box. Example:
+1234567890, 9876543210, 5551234567. Include country codes for international numbers.3
Save
Click Save to add the numbers, or Clear to remove them.
Recipient options
Below the recipient method, the following options refine the recipient list:Configure sender details
Click Sender Details and complete the following fields:1
Select the WABA ID
Select the required WhatsApp Business Account (WABA) ID from the dropdown list, then verify the ID displayed below for confirmation. Each WABA ID is unique to an organization and is used for sending the campaign.
2
Select the template
Choose the desired template from the list. The template is the pre-approved WhatsApp message template used in the campaign — it includes the format, language, and message content. Ensure the selected template is approved and matches the campaign purpose.
3
Select the phone numbers
Select the phone numbers from the dropdown list and confirm the selected number appears in the list below. This dropdown lists the sender’s registered phone numbers associated with the selected WABA ID; messages are sent from this number.
Templates must already be created and approved on the WhatsApp Business Account — the campaign builder only lets you select from existing approved templates.