Launch a WhatsApp Campaign

Enter campaign details, select contacts, and review the estimated cost before the launch.

To launch a WhatsApp campaign, you must enter/select the WhatsApp template and the list of end-customers to whom the message should be sent. Further, review the details, note the estimated cost and launch the campaign.

Make sure to you have the following as the the prerequisites to launch a WhatsApp Campaign:

  • WABA (WhatsApp Business Account)
  • At least one phone number associated to the WABA
  • At least one approved message template.

The following section describes the steps to launch a WhatsApp campaign.

To launch a WhatsApp campaign:

  1. Sign in to your Kaleyra.io account (https://kaleyra.io/).
  2. Go to Campaigns and then click WhatsApp.

The WhatsApp campaign list appears. The list shows the campaign names, the type of campaign, the date of campaign creation, and the campaign status.

The Set up your campaign page appears.
The page has the following three sections to capture all the necessary details before you launch a campaign.

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Note:

To know more about Campaign list, see WhatsApp campaign list section below.

Compose

The Compose section of the WhatsApp Launch page helps you create the WhatsApp message body.

The Compose section of the Campaign page has the following fields.

  • Campaign Title—Enter campaign name.
  • Select a template—Select a WhatsApp template from the list.
    The templates shown in the list are the ones associated with the WABA ID that you have selected.
    To view all the existing templates of the selected WABA ID, click View all templates.

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Note:

  • Make sure to select the correct WABA ID that has the specific template you intend to use for the campaign.
  • If you decide to select a different WABA ID after filling in the details for a few of the campaign fields, you will have to fill up the field details from the beginning.

To create a new WhatsApp template, click Create New. To add a new template, follow the instructions given in the page,
Add a WhatsApp Template

  • Template Body—The template text of the selected template is displayed. The text cannot be edited as the template is pre-approved from Meta.
  • Header—Upload an image/document/video file as the header of the message. Based on the template selected, you will see Upload Image File, or Upload Document File, or Upload Video File for the header field. This field appears only if the selected WhatsApp template for the campaign has a media header included as part of the template.
    Alternatively, you can also enter the URL of the image/document/video file for the Header field.
    An example of a template body text with an image in the header is shown.
  • Website URL—Enter the URL path for the Base URL, if the Template Body includes a dynamic URL.
    Base URL—The Base URL is picked up from the template.
    URL Parameter—Enter the URL path.
  • Set Default Variables—If the Template Body field has dynamic fields, specify the default values in the following fields for each of the dynamic fields.
    Variable{{$1}}—The dynamic field used in the template is displayed.
    Default value for{{$1}}—Enter the default value for the dynamic variable. This value will be used, if the variable value is missing in the Contacts file that you can ‘Upload’ or ‘Import from Directory’, or ‘Copy & Paste’ (These are the different ways in which you can add the contacts to a campaign).
  • Callback URL—Enter a callback URL to get information about the statuses of the messages sent. You will receive messages for each of the message statuses such as sent, delivered, and read through this URL. These default values from these fields are used when the end customers do not have the variable values associated with them.

Click Next.

The Set audience section is shown.

Set audience

The Set audience section helps you select the end-customers to whom you want to send the WhatsApp message.

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Note:

  • Make sure to add only those end-customers who have opted-in to receive WhatsApp message transactions as the ‘audience’ for the campaign. If you include the contacts who have opted-out, the campaign message will not be sent.
  • If the selected number of contacts for the campaign is more than the daily limit permitted for the WABA ID, then the campaign cannot be launched. You will see an error message for this when you try to ‘Launch’ the campaign.

The Set audience section of the Campaign page has the following fields.

  • From—Select the number from which you want to send the WhatsApp campaign to the end customers.
  • Import Contacts—Select the list of phone numbers of the end customers to send the WhatsApp message using one or all of the following ways.

Upload .csv or Excel file

  1. Upload a .csv file or an Excel file that consists of the phone numbers of the end customers.

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Note:

  • If the uploaded file does not contain Country Code prefixed mobile numbers, then select the Doesn’t Include Country Code? checkbox and search for the appropriate Country Name or Country Code from the list.
  • In the search bar, you are not required to prefix the Country Code with a + symbol.
  1. Click Import. You can view the contacts that have been imported.

Import from Directory

  1. Select the contact numbers from the directory.
  1. Select the required contacts, and click Import. For more information regarding the Directory, see https://developers.kaleyra.io/docs/directory-overview.
  2. Click Select All to select all the contacts in the list.
  3. Click Unselect All to remove the contacts from the list.

Copy & Paste Numbers

  1. Enter the list of phone numbers separated by newline
    or copy and paste the list of phone numbers to send the WhatsApp message.
  1. Click Import. You can view the contacts imported under the Set Audience section.

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Note:

  • If you have not entered the Country Code, select the Doesn’t Include Country Code? checkbox and search for the appropriate Country Name or Country Code from the list.
  • In the search bar, you are not required to prefix the Country Code with a + symbol.
  • Make sure the number of contacts selected for the campaign does not exceed the actual limit for the daily new business conversation of the phone number selected for the campaign.
    To know more about the messaging limit of your WhatsApp phone number, see, Messaging Limits
  • You can add contact numbers using all three options available under the Import Contacts field.
  1. Select the Exclude checkbox, if you want those contacts from the list to be excluded from receiving the message.
  2. Click Next, after adding contact numbers to send the WhatsApp message.

The Review and Send section is enabled.

Review and Send

The Review and Send section enables you to review the total recipients and the estimated cost of the campaign. The section also shows an estimated cost for sending the message to the selected contacts. The estimated cost is based on the number of contacts we are attempting to send in the campaign. After the campaign is closed, the billing is calculated based on the actual number of messages sent.

Schedule the WhatsApp Launch

You can schedule to launch a campaign as soon as you create it (now) or send it later. While scheduling the campaign launch, you can also specify to split the launch in different batches of 1000 contacts or multiples of 1000 contacts and to launch them with a time interval of 15 minutes up to 60 minutes.
However, for campaigns with more than one million contacts, the time interval between batches is 5 minutes by default and cannot be modified.

To launch a WhatsApp campaign now:

  1. In the Review and Send section, select the Now option in the Send this campaign field.
  1. Click Launch.
    The WhatsApp campaign is launched.

To launch a WhatsApp campaign later:

  1. In the Review and Send section, select the Later option in Send this campaign field.
  1. Select the Time Zone based on which the campaign should be launched.
  2. Select the date and time at which the campaign should be launched. By default, the current date is displayed.
  3. Select the Split the Campaign Schedule checkbox, if you want to send the message to the contacts in batches.
  4. Enter the number of contacts to select in each batch in terms of 1000. For using the split option, you must have a contact number more than 1000.
  5. Select the time interval at which each batch(of minimum 1000) should be launched.

After you review all the details that you have entered, click Launch.

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Note:

If you have added duplicate contact numbers, you will see an option to remove the duplicate contacts after you click the Launch button. However, the application allows you to continue having duplicate contacts on the campaign list.

The WhatsApp campaign is launched to all the selected contact numbers as per the schedule.

WhatsApp campaign list

The WhatsApp campaigns list shows the campaigns that have been launched.

  1. After signing into your accountKaleyra.io account, go to Campaigns and then click WhatsApp.

The WhatsApp campaign list appears. The list shows the campaign names, the type of campaign, the date of campaign creation, and the campaign status.

The different statuses of a WhatsApp campaign are as follows:

  • Submitted—The campaign messages are submitted to Meta.
  • In Process—The messages are being sent from Kaleyra to Meta.
  • Completed—All the messages have been sent and the statuses for each of the messages is returned OR three days have passed since the launch of the campaign.
  • Failed—The messages were unable to be submitted to Meta.
  1. On the campaign list, you can search for a particular campaign using the filters.
  2. To filter campaigns, click Filter to specify the search conditions.

The Filter window appears where you can specify the filter conditions to search for specific campaigns.

  1. Specify the filter conditions for campaign creation date range, campaign status, and campaign type. You can specify one or all of these conditions to search for the campaigns.

The campaigns that match the conditions that you have specified appear on the campaign list.

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Note:

To download Historical Summary Reports or WhatsApp Campaign Reports, go to the Channels>WhatsApp>Analytics>Logs/Reports page.