Send a WhatsApp Campaign to Customers

Send a WhatsApp Campaign to Customers

Introduction

WhatsApp campaigns are a powerful way to communicate with your customers instantly and promote your products, offers, or important updates. By sending targeted WhatsApp messages, businesses can increase engagement, drive traffic, and boost conversions. In this article, we will walk you through the steps to create and send a WhatsApp campaign to your customers, helping you reach the right audience with the right message at the right time.

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Note: If you use a WhatsApp template with the Marketing category, the soft messaging limit for new accounts is 250 messages per week, which will gradually increase with each campaign.

Here are the steps to send a WhatsApp campaign to the customers:

Step 2: Click on the Create campaign button 



Step 3: Search for the name of the template that you have created and click on the template or click on the + icon to create the WhatsApp template.
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Note:
  1. To learn how to create the template, click here.
  2. To learn how to use a pre-made template, click here.



Step 4: Enter the details of the campaign according to your requirement. Here is the list of the settings:
  1. Campaign name - Give a name to the campaign. This is for internal purposes only.
  2. Target audience - Choose the including and excluding audience from the segment or a list and click on fetch audience.
    Note: 
    1. To learn how to grow a list on WhatsApp, click here.
    2. To learn how to create a segment, click here.
  3. When to send: Select the option when you would like to send the WhatsApp campaign to the customers. 
    Send now: To instantly send the WhatsApp campaign.
    Schedule for later: Select the date and time to send the WhatsApp campaign to the customers.
    Keep as draft: Keep the WhatsApp campaign saved to send the campaign later.



Once you send the campaign, you will see details such as the number of customers the campaign was sent to, delivered, read, clicked, and revenue generated with the help of the campaign.



Once you click on the campaign name, you will see the detailed report for that specific campaign.

Overview



Sent vs Delivered: This chart shows the number of messages that were sent and how many were successfully delivered to customers' WhatsApp accounts.

Delivered vs Read: This section shows how many delivered messages were opened and read by customers.

Read vs Clicked: This chart indicates how many customers clicked the link or call-to-action included in the message after reading it.

Delivery Rate: Displays the percentage of messages successfully delivered to recipients.

Read Rate: Shows the percentage of delivered messages that were opened and read.

Click Rate: Displays the percentage of customers who clicked on the message link.

Campaign Metadata

This section contains important campaign information such as:

  • Campaign Name – Name of the campaign.

  • Status – Indicates whether the campaign has been sent.

  • Template – The WhatsApp template used for the campaign.

  • Total Recipients – Number of customers targeted.

  • Send Date – Date and time the campaign was sent.

  • Created Date – When the campaign was created.

Performance Grid

The performance grid summarizes key campaign metrics:

  • Sent – Total messages sent.

  • Delivered – Messages successfully delivered.

  • Read – Messages opened by customers.

  • Clicked – Number of clicks on message links.

  • Failed – Messages that failed to deliver.

  • Total Orders – Orders generated from the campaign.

  • Total Revenue – Revenue generated from the campaign.

Recipient Activity




Timestamp – The date and time the message was sent.

Contact – Name and phone number of the recipient.

Activity Log – Shows the message journey, such as Delivered → Read.

Status – Displays the latest activity status for that recipient.

Message



The Message tab displays the WhatsApp template used in the campaign along with its configuration.

Template Details

  • Template Name – Name of the WhatsApp template used.

  • Language – Language of the template.

  • Category – Template category approved by WhatsApp.

  • Template Type – Type of template used for the campaign.

Variables

Variables allow personalization of messages. Examples include:

  • first_name – Customer’s first name.

  • refer_reward_discount – Discount code for the customer.

  • points_remaining – Available loyalty points.

  • front_shop_url – Link to the store.

The right side shows a mobile preview of how the message appears to customers on WhatsApp.


Audience


The Audience tab displays the list or segment of customers included in the campaign.

Audience Details

  • List/Segment Name – Name of the selected customer segment.

  • Type – Indicates whether it is a list or a segment.

  • Action – Shows whether the segment is included or excluded from the campaign.


Orders


The Orders tab displays orders generated from the campaign.

Order Details

  • Name – Customer name.

  • Phone – Customer phone number.

  • Order ID – Unique ID of the order.

  • Order Amount – Total order value.

  • Date – Date when the order was placed.

If no purchases are made from the campaign, the section will show No data available.


Important Notes:

  1. Customer Consent is Required: Ensure that customers have opted in to receive WhatsApp messages before sending campaigns. Sending messages without consent may violate WhatsApp policies.
  2. Use Approved WhatsApp Templates: WhatsApp campaigns can only be sent using templates approved by Meta. If a template is not approved, the campaign cannot be sent.
  3. Soft limit for marketing templates: If you use a WhatsApp template with the Marketing category, the soft messaging limit for new accounts is 250 messages per week, which will gradually increase with each campaign.
  4. Select the Correct Audience Segment: Before sending the campaign, verify that the correct customer segment or list is selected to ensure the message reaches the intended recipients.
  5. Personalize Messages Using Variables: Use dynamic variables such as customer name, discount codes, or store links to make the message more personalized and engaging.
  6. Test the Campaign Before Sending: It is recommended to send a test message to verify that the template, links, and variables are working correctly.
  7. Monitor Campaign Performance: After sending the campaign, review metrics such as sent, delivered, read, and clicked to analyze engagement and optimize future campaigns.
  8. Avoid Sending Too Many Campaigns: Sending too many promotional messages may lead to customer opt-outs or message blocking. Send relevant and valuable updates only.


Next⏭️



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