Creating and Running a Campaign
Step 1 โ Open Campaigns
Go to Campaigns in the left sidebar and click New Campaign.
Step 2 โ Select Inbox
Choose the WhatsApp inbox you want to send from. Only WhatsApp Cloud API inboxes are supported for campaigns.
Step 3 โ Choose a Template
Select an approved template from the dropdown. The template preview will appear on the right so you can confirm it looks
correct.
Step 4 โ Upload Your Contact List
Click Upload CSV and select your contact file. The CSV must contain at minimum a phone_number column. Additional columns
map to template variables.
CSV format example:
phone_number,customer_name,order_id
+971501234567,Ahmed Al Rashid,ORD-1001
+971509876543,Sara Al Mansoori,ORD-1002
After upload, map each template variable to the correct CSV column.
Step 5 โ Schedule or Send Now
- Send Now โ Campaign starts immediately.
- Schedule โ Pick a date and time. The campaign will execute automatically.
Step 6 โ Review and Confirm
Review the summary: template name, inbox, total recipients, scheduled time. Click Create Campaign to confirm.
Monitoring Progress
Open the campaign from the list to see real-time progress:
- Sent โ Messages dispatched to Meta.
- Delivered โ Delivered to the customer's device.
- Read โ Customer opened the message.
- Failed โ Could not be sent (invalid number, blocked, etc.).
Pausing and Cancelling
- Use Pause to temporarily stop sending. You can resume later.
- Use Cancel to stop the campaign entirely. Messages already sent cannot be recalled.
After the Campaign
Replies from customers arrive in the Inbox as new conversations, assigned based on your inbox routing rules. Agents can
respond normally.
Tips
- Scrub your contact list before upload โ invalid numbers count against your daily limit.
- Send utility or authentication templates for best deliverability; Meta scrutinises marketing content more closely.
- Use campaigns for appointment reminders 24 hours in advance to maximise read rates.