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Create a campaign

Get started sending WhatsApp campaigns.

Updated over a week ago

Hereโ€™s everything you need to know to build your first campaign ๐Ÿ‘€

How to create a campaign

  1. Go to Campaigns > Create campaign

  2. Enter the name of the campaign. (Note: The name must be unique).
    โ€‹

  3. (Optional) Add a Shopify discount code under "Track revenue using discount code" to track revenue generated by the campaign.
    โ€‹
    - This only works if your Shopify store is integrated.
    - You can also track revenue using UTM links in the CTA button.

  4. Set up your template details

  • Choose whether to create a new template from scratch or import an existing one.

  • Select the template type:

    • Regular media message

    • Carousel

If you're using a regular media message, check here to see the types of messages and supported elements.


Curious about carousel templates? Learn more here.

5. Once your template is created, submit to WhatsApp for approval.

6. Create your audience by using an existing Segments & lists or from scratch. Check out our Segmentation guide for inspiration.

7. Review the contact count.

8. Test the campaign by sending it to yourself.

Remember: Youโ€™ll need to wait about 10 minutes for your message template to be approved by WhatsApp before testing and publishing will work.

9. Select publish options:

  • Send immediately

  • Schedule for later

  • Make it recurring

For more details, see our article on ๐Ÿƒ Sending a campaign.

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