Create and send a WhatsApp campaign
Get started with WhatsApp campaigns
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.
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
Once your template is approved:
Go to:
Marketing Hub > Campaigns > Create CampaignSelect Channel:
Choose WhatsAppSet Campaign Details:
Campaign name: e.g., "Blog Launch – April"
Select Recipients:
Choose up to 5 lists to include
(Optional) Exclude specific lists
Keep “Skip Recently Messaged Profiles” enabled
Continue to Content
Configure Message:
Select your WhatsApp sender number
Keep “Automatic language matching” enabled
Select your approved template from the library
Preview and confirm template
Match Variables:
Map the first name variable to the contact's first name in Bird
Default: use “there”
Click Review in the top right corner
Review Page Includes:
Recipients count
Smart sending settings
Final message preview
Send a Test Message:
Highly recommended before launch
Choose Launch Option:
Send Now: Deliver immediately
Schedule Message:
Pick date & time
Set appropriate time zone
Optionally spread messages gradually
Click Launch or Schedule
Once live, you’ll see real-time metrics:
Delivery rate
Open rate (if tracked)
Engagement (button clicks, replies)
Use these insights to improve future campaigns.
