Send a broadcast campaign

Before you start

• A connected WhatsApp channel with enough balance in its conversation wallet.
• An Approved template, and contacts who have agreed to receive messages from you.

Steps

1. Open CRM → Bulk Campaign, click Create New Campaign and choose Create Messaging Campaign.
2. Campaign Details: enter a name and choose Immediate (starts within about a minute) or Schedule with a date and time. Scheduled campaigns can also repeat daily, weekly, monthly or yearly.
3. Audience: pick one of
   • All Contacts From CRM,
   • Segmented: a saved segment built from contact conditions,
   • Quick Contacts: paste numbers, or upload a CSV or Excel file and choose the phone column,
   • Retarget: recipients of an earlier campaign by status (for example read or failed).
4. Message: choose the channel and Pre Approved Template, select your template and map each variable to a contact field (name, phone, email) or a column of your file. Use Send Test Message to check it on your own phone.
5. Preview & Save: review the receivers count and click Save Campaign.

Tracking results

• The campaign list shows the status: Scheduled, Sending, Completed, Paused, Cancelled or Failed.
• Open a campaign to see sent, delivered, read, replied and failed counts and per-recipient times, and export the report as CSV.