---
title: WhatsApp Campaign
slug: engage/whatsapp-campaign
docTags: 
createdAt: 2025-10-06T06:07:35.399Z
---

The **WhatsApp Campaign** feature enables campaign managers to run WhatsApp campaigns for up to **5 lakh contacts**, with support for **personalized messages**, **rich media**, **campaign-level reports**, **inbox view**, **scheduling**, and more.

***

## Key Benefits

1. **Self-Service Dashboard: **Sign up through the self-serve dashboard, create and manage templates, and launch campaigns within minutes.
2. **Campaign Scheduling: **Schedule campaigns to run immediately or at a future date and time.
3. **Campaign-Level Reports: **Download campaign reports after completion to review performance.
4. **Live Dashboard & Message Details: **Each campaign includes a standalone view showing:
   1. Campaign summary
   2. Real-time message statistics
   3. Message-level details (outbox view)

***

## Accessing the WhatsApp Campaigns Dashboard

1. From the left-hand panel, click **Tools → Campaigns**.
2. In the Campaigns view, select **WhatsApp Campaign** (next to **SMS Campaign**).

***

## Prerequisites

1. **Sign Up** — Register your WhatsApp number using Exotel’s WhatsApp Cloud API.
2. **Verify Business Manager** — Verify your Facebook Business Manager account to enable unlimited messaging.
3. **Create Template** — Create and approve message templates from the self-serve WhatsApp dashboard.

***

## Create a WhatsApp Campaign

Go to **Tools → Campaigns → WhatsApp Campaigns**, then click **Create WhatsApp Campaign**.

The campaign creation process has **four steps**.

### Step 1: Campaign Details

Enter the following details:

- **Campaign Name** — Provide a unique campaign name.
- **WABA ID** — Select your WABA ID from the dropdown (auto-generated after signup).
- **WhatsApp Business Number** — Choose the sender number linked to the selected WABA ID.
- **Audience File** — Upload your CSV audience file.

**Choose Content Type and Audience**

Select your audience list type:

- **Static List** — For templates without media or variables.
- **Dynamic List** — For templates with variables or media.

You can choose a **pre-existing list** from the dropdown or **create a new list** during campaign setup.

:::hint{type="info"}
Only `.csv` files (up to **70 MB**) are supported.

- The first column must contain **phone numbers** (10 digits for India; country code optional for India, mandatory for international).
- You can add up to **5 additional columns** for variables (for dynamic lists only).
- Use **Dynamic List** if your template includes media or variables; otherwise, use **Static List**.
:::

### Step 2: Select a Template

All approved templates mapped to the selected WABA ID appear in this step.

You can:

- Filter templates by **Status** or **Language**.
- Search templates by **Name**.
- Preview templates before selection.

If the template you need isn’t visible, check the **Template Management** page or create a new one.

### Step 3: Configure Template Variables

If the selected template includes variables, map them to the CSV column headers.

- Select column names from the dropdown for each variable.
- For media headers (images, videos, documents), provide a **public URL**.
- Preview your message after replacing variables to confirm accuracy.

### Step 4: Schedule Your Campaign

Choose how and when the campaign should run:

- **Now** — Starts 5 minutes after creation.
- **Later** — Schedule for a specific date and time.
- **Repeat** — Repeat the campaign for up to 30 days.

:::hint{type="info"}
For **daily repeats**, specify the end date.
For **weekly repeats**, select the days of the week and the end date.
:::

Click **Create Campaign** to confirm.

***

## View Campaign Details

Once a campaign is created, it appears in the **WhatsApp Campaigns** list.

Each row displays:

- Campaign Name
- Schedule Time
- Status
- Performance Summary
- Created By and Created Date

You can use the **action menu** beside each campaign for the following options:

| **Action**   | **Description**                                                            |
| ------------ | -------------------------------------------------------------------------- |
| **Pause**    | Stop sending messages for scheduled or in-progress campaigns.              |
| **Resume**   | Continue sending to pending numbers (only for paused campaigns).           |
| **Complete** | Mark campaign as completed; remaining numbers are set as `failed_expired`. |
| **Archive**  | Move completed or scheduled campaigns to archived view.                    |
| **Download** | Download completed campaign reports (attach sample report).                |

### Filters, Search, and Sorting

- **Filter** campaigns by status.
- **Search** by campaign name (minimum three characters).
- **Sort** by campaign name or schedule time.

### Performance Overview

Displays campaign performance across three key statuses:

- **Completed**
- **Failed**
- **Scheduled**

:::hint{type="info"}
Hovering over counts provides details:

- **Failed** expands into Failed, Failed No Attempt, Failed No Balance, Invalid.
- **Scheduled** expands into Submitted and Scheduled messages.
:::

## WhatsApp Campaign Summary and Statistics

Clicking a campaign opens the **Campaign Summary and Stats** page.

**Campaign Details**

Displays key information about your campaign, including:

- Audience lists used  
- Associated WABA ID  
- Sender WhatsApp number  
- Template name and category  
- Campaign start and end times  
- Message content summary  

**Campaign Stats**

Displays real-time message statistics.
Click the **refresh icon** to update data (up to 5-minute delay).

| **Status**              | **Meaning**                                                       |
| ----------------------- | ----------------------------------------------------------------- |
| **Scheduled**           | Numbers queued for sending.                                       |
| **Submitted**           | Messages submitted to Meta.                                       |
| **Sent**                | Messages sent from Meta.                                          |
| **Delivered**           | Message delivered to user.                                        |
| **Read**                | Message read by user.                                             |
| **Failed**              | Delivery failed.                                                  |
| **Failed – No Attempt** | Campaign ended before all messages were sent or duration expired. |
| **Failed – No Balance** | Insufficient Exotel balance.                                      |
| **Invalid**             | Invalid phone number format or non-existent number.               |

**View Message Details**

This section lists every message sent in the campaign.
Each record includes:

- Number
- Name (if saved in contacts)
- Detailed Status
- Sent Time
- Delivered Time

The **action menu** shows:

- Message SID
- Read Time