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Create and send a WhatsApp campaign. Get started with WhatsApp campaigns

Create and send a WhatsApp campaign

Video guide

Learn how to start creating effective WhatsApp campaigns to engage your customers through rich, interactive messaging. Follow these steps to set up targeting, add your message with media and buttons, and launch your campaign.

Step-by-step guide

Send engaging marketing messages to your customers on WhatsApp

In this guide, we'll show you how to set up and send your first WhatsApp marketing campaign.

What you'll need

  • An installed WhatsApp channel instance.
  • A verified WhatsApp Business Account.
  • An approved WhatsApp message template.
  • A list or segment of customers that have opted-in to receive marketing messages on WhatsApp.

Step 1: Create a WhatsApp Message Template

  • Go to: Marketing > Content > Message Templates
  • Click "Create a new message project" Choose WhatsApp as the platform.
  • Choose Interaction Type: Select WhatsApp Approved (for proactive messaging)
  • Set Up Your Template: Choose your WhatsApp business account Select Marketing as the category Message Type: Choose Image message Click Start from scratch Name your project and set your locale (e.g., English)
  • Customize Your Template in the Editor: Upload a header image (e.g., your logo) Go to Settings > Variables > Add new variable Name: first name Description: Customer first name Default: e.g., "there"
  • Edit Message Body: Replace "Hey there" with your first name variable Add your message: "Read our new blog post here" + [shortened blog URL]
  • Enable Link Tracking (optional but on by default) UTM parameters are auto-added for analytics
  • Add Footer (optional but recommended): Include unsubscribe info for compliance
  • Add Interactive Elements (optional): Link button: Add a button like "Read now" Quick reply buttons: Allow one-tap replies
  • Click "Publish" to submit your template for approval Status will show as Pending Approval typically takes minutes but can take up to 24 hours

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