Campaign Manager
Create and send targeted WhatsApp campaigns using pre-approved templates from the WhatsApp Cloud API. Personalize messages with merge fields, filter recipients by type, schedule delivery, and monitor real-time performance reports with delivery analytics.
Step 1: Campaign Creation Interface
The Send New Campaign interface allows you to configure all campaign settings before selecting recipients. Campaigns can be personalized, filtered by contact type, and scheduled for immediate or future delivery.
Screenshot 1 - Campaign Creation Interface
Campaign setup form showing campaign name, relation type dropdown, template selection with live preview, and scheduling options.
Interface Components
1. Campaign Name
Provide a descriptive name for your campaign. This is a required text field.
Examples: Business campaign, July Invoice Batch, Lead Follow-up
2. Relation Type
Choose the audience type for the campaign:
| Type | Description |
|---|---|
| Guest | Target users who have sent messages but haven't been converted to leads or customers. |
| Contact | Target users categorized as existing contacts or customers. |
| Lead | Target users categorized as leads. |
Guest Contacts: Automatically created when someone sends a message to your WhatsApp Business number for the first time (if Auto Lead is disabled). You can target guests in campaigns to engage with new message senders.
3. Template Selection
Select a WhatsApp-approved message template from the dropdown. Templates contain placeholders like [variable 1] which are dynamically filled during campaign setup.
The Live Preview panel shows how the message will appear to recipients with variables highlighted as placeholders.
4. Scheduled Send Time
Choose whether to send the message immediately or schedule it for later. If left empty, the campaign will remain as a draft until manually triggered.
Toggle: Ignore Scheduled Time and Send Now - When enabled, the campaign is sent instantly, bypassing any scheduling configuration.
Campaign Summary Indicators
Send Time
Immediate / Scheduled
Status
Draft / Active / Success
Template
Selected template name
Recipients
Number of contacts
Step 2: Contact Selection
After configuring your campaign template, choose who will receive your message. You can send to all contacts or filter them by status, source, or manually select specific ones.
Screenshot 2 - Contact Selection Panel
Contact selection interface showing Select All toggle, status and source filter dropdowns, individual contact checkboxes, and live message preview.
Select All Contacts
Enabling this option automatically includes all matching contacts. This disables manual filtering and selection, making it ideal for broadcast campaigns.
Filter Options
| Filter | Options |
|---|---|
| Status | New, In Progress, Contracted, Qualified, Closed |
| Source | WhatsApp, Facebook |
Select Specific Contacts
Manually select individual contacts using checkboxes or use "Select All Listed" to bulk-select filtered contacts. Use the search bar to find contacts by name or keyword. The selected count is shown in the top-right corner.
Tip: Use filters to avoid sending irrelevant messages and ensure your campaign reaches the right audience. Target specific contact groups for higher engagement rates.
Step 3: Variables and Files
Personalize your message by assigning values to variables used in the selected WhatsApp template. Variables replace placeholders like [variable 1] with actual data.
Screenshot 3 - Body Variables Configuration
Variables input panel showing numbered body variable fields mapped to template placeholders, with live preview showing replaced values.
Body Variables Mapping
| Body Variable | Example Value | Replaces in Message |
|---|---|---|
| 1 | @{contact_first_name} | [variable 1] - Customer name |
| 2 | 200$ | [variable 2] - Invoice amount |
| 3 | 5 days | [variable 3] - Payment period |
How It Works: Use @ merge fields such as @{contact_first_name} to insert dynamic CRM data. The values you type in the Body Variable fields will instantly update the Live Preview panel on the right side.
Step 4: Scheduling
The final step before launching your campaign is choosing when to send it. You can either send immediately or schedule for a future date and time.
Screenshot 4 - Campaign Scheduling Options
Scheduling interface showing "Send Immediately" and "Schedule for Later" options with date/time picker and live message preview.
Send Immediately
Labeled as "Instant Delivery" - the campaign is sent right after creation. Ideal for urgent messages or real-time updates.
Schedule for Later
Set a future date and time. Useful for avoiding off-hours, reaching customers during optimal engagement windows, or tying campaigns to events.
Important: Ensure your system time and timezone settings are correctly configured for accurate scheduling.
Campaign Execution Report
Once a campaign has been created and executed, the execution report allows you to monitor its performance in real-time with detailed delivery analytics.
Screenshot 5 - Campaign Execution Report
Campaign performance dashboard showing campaign overview, delivery metrics (Total Leads, Delivered %, Read %, Failed %), and per-message delivery table.
Campaign Performance Metrics
| Metric | Example Value | Description |
|---|---|---|
| Total Leads | 1 | Number of leads targeted in this campaign |
| Delivered | 100% | All messages were successfully delivered |
| Read | 0% | Percentage of recipients who read the message |
| Failed | 0% | No delivery failures occurred |
Message Delivery Table
The execution log shows message-level delivery status for every recipient, including the message preview and sent status (Success/Failed).
Screenshot 6 - Message Delivery Log Table
Detailed table showing recipient ID, name, message preview, and per-recipient sent status with success/failure indicators.
Available Actions
Create New Campaign
Start configuring a new campaign
Pause Campaign
Temporarily stop the campaign
Back to Campaigns
Return to campaigns list
Document-Based Campaign Templates
Upload document files to be shown in the message header along with custom body content using variables.
Screenshot 7 - Document Upload with Variables
Document upload interface showing uploaded PDF file, body variable fields, and live message preview with document attachment header.
Supported Document Types
Max File Size: 100MB
Media Support
WhatsApp templates support specific file formats and size limits for headers and media files. The uploaded file appears as an attachment header in the message preview.
Using Merge Fields in Campaign Messages
Merge fields allow dynamic data insertion such as the contact name, status, email, or company. Type @ in a variable input field to trigger the merge field dropdown.
Screenshot 8 - Merge Fields Dropdown
Merge fields popup showing available dynamic fields including Lead Assigned, Company Email, Lead Source, Lead Status, Contact First Name, and more.
Available Merge Fields
Tip: If Leads is selected as the relation type, you will see lead-specific fields. If Customers is selected, you will see customer-related fields. This helps tailor each message for the right audience automatically.
Export Campaign Reports
Download detailed campaign performance data for offline analysis or sharing. Navigate to Campaigns → View → Export CSV to generate your report.
The exported CSV includes delivery status, recipient details, message content, timestamps, and performance metrics for every contact in the campaign.