💬 Creating WhatsApp Campaigns

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Welcome to Jarvis’s step-by-step guide for creating effective and compliant WhatsApp Campaigns that drive results.

🌍 Why WhatsApp Campaigns?

With over 2 billion users, WhatsApp is one of the most effective channels for conversational engagement. Here’s why you should use it:

• ✅ High open and response rates
• 🔐 End-to-end encryption builds trust
• 📣 Ideal for alerts, promotions, support, and transactions
• 🌏 Global accessibility with local relevance

🧰 Requirements & Setup

Before you create a campaign, ensure:

1. ✅ Your business is connected to a WhatsApp Business API provider
2. ✅ You’ve uploaded and got your message templates approved by Meta
3. ✅ Users have opted-in to receive WhatsApp messages from you
4. ✅ You have at least one verified phone number configured

📘 See our WhatsApp Configuration Guide for full setup details.

📝 Creating a WhatsApp Campaign

🔹 Step 1: Go to Campaigns → WhatsApp

Click the ➕ Create Campaign button and select WhatsApp.

✍️ Step 2: Name Your Campaign

Give it a meaningful title (e.g., “Abandoned Cart Follow-up - Day 2”).

🎯 Step 3: Choose Target Audience

Select from:

• Live Segments
• Static Lists
• All Users (only if opted-in)

💡 Pro Tip: Filter by geography, user behavior, or last purchase for precision targeting.

💬 Step 4: Select a Message Template

Choose an approved WhatsApp message template from your connected business account.

• You can customize variables (e.g., name, product, price)
• Add Quick Reply or Call to Action buttons if configured

⚠️ Only pre-approved templates can be used for outbound messages.

⏱️ Step 5: Delivery Settings

Choose how and when the campaign should go live:

• Send Now
• Schedule Later — pick a date and time
• Trigger via Journey — automate it based on events

📊 Analyzing Performance

After launching your campaign, you can measure:

• 📬 Delivery Rate
• 👀 View Rate
• 💬 Response Rate
• ✅ Conversion Rate

View all metrics under Campaign Performance → WhatsApp.

📥 You can also schedule reports to send performance summaries to your team.

🚀 Next Steps

You’re ready to engage users on one of the world’s most active platforms!

• 🔧 Configure WhatsApp Channel
• 📈 Analyze WhatsApp Performance
• 🧪 Run A/B Experiments

Let’s make your messages count! 💬