How to Create a WhatsApp Campaign

WhatsApp marketing campaigns are one of the most effective ways to engage customers. With over 500 million users in India alone, WhatsApp has become the go-to channel for businesses to send promotions, share updates, and build customer relationships.

Steps to Create a WhatsApp Campaign

WhatsApp marketing campaigns are one of the most effective ways to engage customers. With over 500 million users in India alone, WhatsApp has become the go-to channel for businesses to send promotions, share updates, and build customer relationships.

Step-by-Step Guide

Create Whatsapp Campaign

Step 1: Create a New Campaign

From the main menu, go to Campaigns and click New Campaign.

Step 2: Import Your Contacts

Upload your .xls or .xlsx file containing mobile numbers.

Step 3: Select the Channel

Choose WhatsApp as the channel.

Step 4: Name Your Campaign

Enter a clear, descriptive campaign name.

Step 5: Choose a Sheet (if applicable)

If the file has multiple sheets, select the correct sheet.

Step 6: Map the Mobile Column

Select the column that contains the mobile numbers.

Step 7: Pick a Message Template

Click Browse Template and select the appropriate template.

Step 8: Send or Schedule

Click Send Now or Schedule SMS.

Best Practices for WhatsApp Campaigns

  • Keep messages short and engaging
  • Avoid spammy or overly promotional content
  • Respect customer privacy and use opt-ins
  • Add clear call-to-actions (Shop Now, Book Today, Learn More)
  • Use automation for follow-ups and reminders

FAQs

A WhatsApp campaign is a marketing activity where businesses send promotional or transactional messages to customers via WhatsApp.

Yes, for large-scale campaigns you need the WhatsApp Business API, as the regular app does not support bulk messaging.

You can collect opt-ins via websites, checkout forms, or SMS/email invitations where customers agree to receive WhatsApp updates.

This depends on your WhatsApp Business account tier. Initially, you may send messages to 1,000 unique customers per day, and the limit increases with account quality.

Yes, you can share multimedia like catalogs, product images, invoices, and payment links for better engagement.

Usually 24–48 hours, but sometimes up to 7 days depending on Meta’s review.

Track open rates, CTR, conversions, and customer responses using analytics provided by your WhatsApp API provider.

Conclusion

Creating a WhatsApp campaign is simple but highly effective when done right. By defining your objectives, segmenting audiences, designing approved templates, and tracking results, you can build stronger customer relationships and increase sales.

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