Regular Campaigns

Overview

Regular campaigns are one-time marketing messages sent to selected audiences using WhatsApp Business templates. They allow businesses to reach customers with promotional content, announcements, and targeted messaging.

What are Regular Campaigns?

Regular campaigns enable you to:
  • Send bulk WhatsApp messages to your customer base
  • Target specific audience segments with filters
  • Use personalized content with dynamic variables
  • Schedule messages for optimal delivery times
  • Track performance and engagement metrics

Creating a New Campaign

Path: /campaigns → Click “New Campaign” button → Campaign creation wizard

Step-by-Step Process

Step 1: Select Template

Purpose: Choose the WhatsApp message template for your campaign Process:
  1. Browse approved templates
  2. Filter by category (Marketing, Utility, Authentication)
  3. Preview template content
  4. Select desired template
Requirements:
  • Template must be approved by Meta
  • Template must be active and available
  • Template must match your campaign purpose

Step 2: Personalize Template

Purpose: Customize template content with dynamic variables and button URLs Variables:
  • Replace template placeholders with actual content
  • Map customer data to variables (name, phone, etc.)
  • Add custom values for business-specific content
Buttons:
  • Configure URL buttons with tracking parameters
  • Set call-to-action buttons
  • Add quick reply options
Best Practices:
  • Use clear, compelling variable content
  • Test URLs before campaign launch
  • Ensure all variables are mapped correctly

Step 3: Choose Audience

Purpose: Select who will receive your campaign messages Audience Options: All Contacts:
  • Send to entire customer database
  • Includes all WhatsApp-enabled contacts
  • Automatically excludes unsubscribed users
Custom Audience:
  • Apply filters to target specific segments
  • Filter by customer attributes
  • Create precise targeting rules
Available Filters:
  • Customer location/region
  • Purchase history
  • Subscription status
  • Customer tags
  • Interaction history
  • Custom attributes

Step 4: Choose Time

Purpose: Decide when to send your campaign Sending Options: Send Immediately:
  • Campaign starts processing immediately
  • Messages sent as quickly as rate limits allow
  • Best for urgent announcements
Schedule for Later:
  • Set specific date and time
  • Consider customer time zones
  • Plan around optimal engagement times
Considerations:
  • WhatsApp rate limits may affect delivery speed
  • Large campaigns may take time to complete
  • Respect customer preferences for message timing

Campaign Settings

Campaign Name

  • Internal identifier for campaign management
  • Not visible to recipients
  • Should be descriptive and unique

Rate Limiting

The system automatically handles WhatsApp rate limits:
  • Daily message limits per phone number
  • Campaigns spanning multiple days if needed
  • Progress tracking for large campaigns

Cost Estimation

  • Preview estimated costs before sending
  • Cost varies by region and message type
  • Real-time cost tracking during campaign

Managing Existing Campaigns

Campaign States

Draft

Characteristics:
  • Campaign created but not sent
  • All settings can be modified
  • Template and audience can be changed
  • Can be deleted without impact
Actions Available:
  • Edit all campaign settings
  • Change template selection
  • Modify audience targeting
  • Delete campaign
  • Send or schedule campaign

Active/Sending

Characteristics:
  • Campaign is being processed
  • Messages are being sent to recipients
  • Limited editing capabilities
  • Real-time progress tracking
Actions Available:
  • View delivery progress
  • Monitor performance metrics
  • Pause campaign (if supported)
  • View recipient details

Completed

Characteristics:
  • All messages have been sent
  • Final performance metrics available
  • Campaign cannot be modified
  • Historical record maintained
Actions Available:
  • View performance analytics
  • Export campaign results
  • Duplicate campaign for reuse
  • Archive campaign

Closed

Characteristics:
  • Campaign has been manually closed
  • May include cancelled campaigns
  • Final state for archived campaigns

Campaign Analytics

Delivery Metrics

  • Recipients: Total number of targeted customers
  • Delivered: Successfully delivered messages
  • Delivery Rate: Percentage of successful deliveries
  • Failed: Messages that couldn’t be delivered

Engagement Metrics

  • Read Rate: Percentage of delivered messages opened
  • Clicks: Number of button/link clicks
  • Click-through Rate: Percentage of recipients who clicked
  • Conversions: Actions taken after clicking

Cost Analysis

  • Total Cost: Complete campaign expense
  • Cost per Message: Average cost per delivered message
  • Cost per Click: Average cost per interaction
  • ROI: Return on investment (if tracking enabled)

Campaign Filters and Audience Targeting

Customer Filters

Basic Filters

  • Location: Country, region, city
  • Phone Number: Specific numbers or patterns
  • Subscription Status: Active, unsubscribed, etc.
  • Created Date: When customer was added

Advanced Filters

  • Purchase History: Previous orders, amounts, products
  • Interaction History: Previous campaign engagement
  • Customer Tags: Custom labels and categories
  • Custom Attributes: Business-specific data points

Filter Logic

  • AND Logic: All conditions must be met
  • OR Logic: Any condition can be met
  • Exclusion: Specific criteria to exclude
  • Nested Conditions: Complex filtering rules

Audience Preview

  • Size Estimation: Preview recipient count
  • Sample Recipients: View example customers
  • Filter Validation: Check filter accuracy
  • Export Options: Download audience lists

Common Issues and Troubleshooting

Template Selection Issues

No Templates Available

Cause: No approved templates for selected phone number Solution:
  1. Check template approval status
  2. Verify phone number selection
  3. Create and submit new templates
  4. Wait for Meta approval

Template Variables Not Working

Cause: Incorrect variable mapping or missing data Solution:
  1. Verify all variables are mapped
  2. Check customer data completeness
  3. Test with sample data
  4. Use fallback values for empty fields

Audience Targeting Problems

Audience Size Too Small

Cause: Overly restrictive filters Solution:
  1. Review filter criteria
  2. Broaden targeting parameters
  3. Check customer data quality
  4. Verify filter logic

Audience Size Too Large

Cause: Insufficient filtering or budget concerns Solution:
  1. Add more specific filters
  2. Consider budget implications
  3. Split into multiple campaigns
  4. Prioritize high-value segments

Delivery Issues

Low Delivery Rates

Possible Causes:
  1. Invalid phone numbers in audience
  2. Recipients have blocked business number
  3. Network or carrier issues
  4. WhatsApp policy violations
Solutions:
  1. Clean customer phone number database
  2. Monitor for spam reports
  3. Check message content compliance
  4. Contact support for persistent issues

Slow Delivery Speed

Cause: Rate limiting or large audience size Solution:
  1. Understand WhatsApp rate limits
  2. Be patient with large campaigns
  3. Consider splitting campaigns
  4. Monitor progress regularly

Campaign Performance Issues

Low Engagement Rates

Possible Causes:
  1. Poor message timing
  2. Irrelevant content
  3. Unclear call-to-action
  4. Message fatigue
Solutions:
  1. Test different sending times
  2. Improve message personalization
  3. Clarify value proposition
  4. Reduce campaign frequency

High Unsubscribe Rates

Cause: Content mismatch or frequency issues Solution:
  1. Review message relevance
  2. Improve targeting accuracy
  3. Reduce sending frequency
  4. Survey unsubscribed customers

Best Practices for Campaign Success

Planning Phase

  1. Define Clear Objectives: Set specific goals and KPIs
  2. Know Your Audience: Understand customer preferences
  3. Choose Right Templates: Match templates to objectives
  4. Plan Timing: Consider optimal sending times

Content Optimization

  1. Personalize Messages: Use customer data effectively
  2. Clear Value Proposition: Communicate benefits clearly
  3. Strong Call-to-Action: Make desired action obvious
  4. Test Content: Preview and test before sending

Audience Management

  1. Segment Effectively: Create targeted audience groups
  2. Clean Data Regularly: Maintain accurate customer information
  3. Respect Preferences: Honor unsubscribe requests
  4. Monitor Engagement: Track audience response patterns

Performance Optimization

  1. A/B Testing: Test different approaches
  2. Monitor Metrics: Track key performance indicators
  3. Iterate and Improve: Learn from campaign results
  4. Document Learnings: Build institutional knowledge

Compliance and Ethics

  1. Follow Guidelines: Adhere to WhatsApp policies
  2. Obtain Consent: Ensure proper opt-in procedures
  3. Provide Value: Send relevant, useful content
  4. Maintain Privacy: Protect customer data

Advanced Features

Campaign Duplication

  • Purpose: Reuse successful campaign configurations
  • Process: Create copy with same settings
  • Modifications: Update content and audience as needed
  • Use Cases: Seasonal campaigns, ongoing promotions

Export and Reporting

  • Campaign Data: Export performance metrics
  • Audience Lists: Download recipient information
  • Custom Reports: Generate business intelligence
  • Integration: Connect with analytics tools

Multi-Phone Number Campaigns

  • Distribution: Spread campaigns across phone numbers
  • Load Balancing: Optimize delivery rates
  • Compliance: Respect individual number limits
  • Tracking: Consolidated reporting across numbers

Integration with Other Systems

CRM Integration

  • Customer Data: Sync audience information
  • Campaign Results: Update customer records
  • Lead Tracking: Monitor conversion paths
  • Automated Workflows: Trigger follow-up actions

Analytics Platforms

  • Performance Data: Export campaign metrics
  • Customer Journey: Track interaction paths
  • ROI Calculation: Measure campaign effectiveness
  • Reporting: Create comprehensive dashboards

E-commerce Platforms

  • Product Promotion: Feature specific products
  • Customer Segmentation: Target based on purchase history
  • Conversion Tracking: Monitor sales impact
  • Inventory Integration: Promote available products