WhatsApp Campaign

introduction whatsapp campaigns is a scalable platform for launching, managing, and analyzing whatsapp communication campaigns the product is designed to streamline all facets of campaign setup, execution, reporting, analytics, and integration, enabling teams to automate outreach with precision, compliance, and ease access and set up how to access the campaigns console log in to the chatbot console with your credentials navigate to the chatbot section in the main menu ensure that a chatbot instance is configured request creation from the delivery team if needed to access the campaign console for v8 & v7 click on the "campaign" icon or arrow as shown in the console’s ui from lhs navigation bar for v6 and below click on the the “additional tools” and then "campaign" from lhs navigation bar select campaigns from the dropdown menu the campaigns interface opens, dedicated to the current chatbot context connecting a whatsapp number click configure whatsapp credentials either from the overview page prompt or in the settings section (see ui image for cues) choose bsp exotel cloud api as per platform instructions to integrate your own bsp, please reach out to your respective account manager required details for onboarding account sid login/signup with your exotel account (https //my exotel com) phone number api key, api token fill in all fields for whatsapp number onboarding on the campaign's settings page save changes the campaign console validates credentials and activates for sending troubleshooting and settings for api credentials can be found in the dedicated settings panel overview page features navigation menu left navigation overview, audience batch, template management, contacts, analytics, api integration, api documentation, settings (a few options will not be available in the v6 and below versions) top of dashboard active chatbot name campaign list & filters you can see the past and scheduled campaigns in a tabular list you can search by campaign name filter using date range and status you can see the campaign details under each campaign by clicking on the arrow campaign stats sent, delivered, read, failed, replied campaign name template name audience batch name date and time actions & export action campaigns have an action feature, which has options like the draft campaign can be edited and resumed from where you had left off completed campaign can be cloned using the duplicate feature at the same time for the duplicate steps draft campaigns can be deleted report a campaign level report is available to download, which provides the campaign analytics and user level details export export campaigns data by selecting date and filter exported as email csv this will provide a detailed report about the campaigns with campaign level stats and user level details with sent, delivered, read, replied & failed details and timestamps creating a campaign please note a few options will not be available in the v6 and below versions please reach out to your account manager for more details click create campaign to start the wizard basic information select channel (whatsapp business) enter a unique campaign name save as draft or continue tag audience/audience batch upload or select batch; supported formats xlsx, csv, xls maximum size 100mb up to 500,000 contacts ui shows upload controls and validation status you can download the audience batch file and fill in your audience details mandatory country coded phone number optional name, email, custom fields use the provided template file (download button shown) remove duplicates or invalid numbers manually or by using the deduplication feature preview the first rows before confirming provide the name and save the audience batch message template selection select pre approved meta templates (dashboard table shows status approved/pending) to create a new template use the template management panel , select type/category, and enter content (header, body, footer, cta) details explained in the section below preview and assign variables from the audience batch (column variable mapping ui shown) only templates with matching variables will send personalized messages for media templates upload/host media; enter url/id for images, videos, docs (see allowed formats—jpeg/png up to 5mb, mp4 up to 16mb, pdf up to 64mb; dashboard panel presented for upload and preview) review & schedule confirmation page previews all selections bsp, audience, template, campaign details option to send immediately, schedule by date/time, and recurring campaign controls send a test campaign to validate finalize or save changes this completes the campaign creation process we have dedicated sections for audience, template & media management in the console, explained below audience batch handling audience batch is managed via both the wizard and a dedicated section the functionality is the same errors surfaced for invalid formats, duplicate numbers, or missing country codes ui enables quick fixes and restarts with sample templates/files only one batch selectable per campaign, historical batches reused for future runs template management all templates must be approved by meta for campaign use for older versions manual file upload for template format, entry of header/body/footer type, and button specs for newer versions streamlined template button (create template), live preview, sample/media/variable configuration in template table view lists available templates search, sync, upload new, and delete old assign variables to columns fill template category, body, and buttons as per meta requirements wait 2 5 minutes after submission before using a template for sending campaigns button mapping and variable linkage are checked during the campaign review step analytics & reporting the analytics dashboard is accessed from the left navigation date range selector for viewing campaign metrics main metrics campaigns created, launched, delivery ratio, replies, fail/success by channel (whatsapp, sms, etc ) line and bar graphs visualize delivery rates, open/read, reply, and conversion (as shown in pdf images) media management please note not available in the v6 and below versions please reach out to your account manager for more details upload media files from the dashboard panel ui shows uploads, used vs available storage supported formats jpeg, png, mp4, pdf (with size limits) attach media url or id in the template step for meta approval preview media before campaign launch, invalid links flagged during review personalize content with mapped variables and user specific imagery public hosting is required for successful delivery and reporting all contacts please note not available in the v6 and below versions please reach out to your account manager for more details full contact database supports search by name and number this section is enabled only if you are using the in house opt in/opt out management system the contacts are stored only after the opt in/opt out management is enabled and used to track the user level opt in details the user can export the opt out data for editing future marketing campaigns settings whatsapp credentials configure the whatsapp number credentials email settings campaign status alerts purpose real time updates for campaign managers on campaign progress how to use go to email settings > status alerts add one or more profiles; each profile supports multiple email addresses choose alert events (completed, failed, etc ) upon each campaign status change, an email update is sent to the added profiles daily mailer analytics purpose automated delivery of campaign performance summaries how to use in email settings, locate daily analytics configuration set frequency daily, weekly, or monthly assign recipients multiple profiles and email addresses permitted emails include summary stats and analytics for recent campaigns expected behavior provides ongoing visibility into campaign efficacy; managers can track and analyze trends over time without manual logins whatsapp opt in/opt out management purpose ensure compliance and improved user experience by managing contact permissions for whatsapp messages (initially disabled; can be enabled) how to use enable the feature in settings choose a source for opt in/opt out checks crm integration send only to users marked opted in on the customer’s crm all contacts use the platform’s contact list, opt in flags controlled in cogno configure opt in/opt out rules, keywords, and synchronization webhooks opt in related settings purpose configure triggers and bot response for user opt in how to use enter keywords (e g , subscribe, opt in, interested) that will signal an opt in request from users set the acknowledgment message users will receive upon opt in use the opt in intent creation tool in the chatbot to refine triggers and responses (advanced) integrate with apis via the api tree for direct updates to the customer's crm expected behavior when users send opt in keywords, they are instantly marked as eligible for future whatsapp communications, and the crm or system updates accordingly opt out related settings purpose configure triggers and bot response for user opt out how to use enter keywords (e g , unsubscribe, opt out, not interested) for opt out requests set an acknowledgment message confirming opt out status create an opt out intent on the chatbot to manage these triggers enable real time sync with external crm via custom api or standard webhook expected behavior users sending opt out keywords are marked to stop receiving messages, acknowledgment is sent, and the crm/system is updated in real time, and no future communications will be sent to these users api documentation details are available in this document for latest version v7 & v8 whatsapp campaign api for older versions please reach out to your account managers