How to create WhatsApp campaigns?
Creating WhatsApp campaigns involves a series of steps, including template creation, campaign setup, and launch. Follow these steps to create your campaign:
- Begin by ensuring you have the necessary WhatsApp templates ready. For guidance on creating WhatsApp templates, see How to Create WhatsApp Template Message.
- Next, click on 'Campaigns' from the sidebar.
![Sidebar showing the Campaigns option](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/1_15mxvt1.png)
- Then, click on the 'Create Campaign' button.
![Button to create a new campaign](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1mmevnn.png)
- Campaign Name: Enter the name of your campaign.
- Campaign Type: Select the type of campaign.
- Messaging Channel: Choose 'WhatsApp' as the messaging channel.
![Form with campaign details filled in](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/2_9xvjo6.png)
- Click on the 'Next' button.
- Choose a template by clicking 'Select Template' and selecting from the dropdown.
- If applicable, select the discount type and enter the discount code.
![Selecting a template and discount](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/3_1suczdx.png)
- Select the target users for your campaign.
![Interface for selecting target users](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/4_dbavk8.png)
- Set the campaign delivery time.
![Options for setting campaign delivery time](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/5_1qvaszh.png)
- Finally, click on 'Save' to save the campaign for later, or 'Launch' to start it immediately.
Step 1: Prepare Templates
- Begin by ensuring you have the necessary WhatsApp templates ready. For guidance on creating WhatsApp templates, see How to Create WhatsApp Template Message.
Step 2: Access Campaigns
- Next, click on 'Campaigns' from the sidebar.
![Sidebar showing the Campaigns option](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/1_15mxvt1.png)
Step 3: Create Campaign
- Then, click on the 'Create Campaign' button.
![Button to create a new campaign](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1mmevnn.png)
Step 4: Enter Campaign Details
- Campaign Name: Enter the name of your campaign.
- Campaign Type: Select the type of campaign.
- Messaging Channel: Choose 'WhatsApp' as the messaging channel.
![Form with campaign details filled in](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/2_9xvjo6.png)
Step 5: Proceed to Next Step
- Click on the 'Next' button.
Step 6: Select a Template
- Choose a template by clicking 'Select Template' and selecting from the dropdown.
Step 7: Apply Discounts (Optional)
- If applicable, select the discount type and enter the discount code.
![Selecting a template and discount](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/3_1suczdx.png)
Step 8: Define Target Audience
- Select the target users for your campaign.
![Interface for selecting target users](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/4_dbavk8.png)
Step 9: Schedule Campaign
- Set the campaign delivery time.
![Options for setting campaign delivery time](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/5_1qvaszh.png)
Step 10: Save or Launch Campaign
- Finally, click on 'Save' to save the campaign for later, or 'Launch' to start it immediately.
Updated on: 08/01/2024
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