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The Campaigns module lets you send bulk messages through WhatsApp. The workflow is divided into three phases: segment your target audience (Audiences), design the message (Templates), and execute the send (Campaigns).

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Demo video

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Phase 1: Create an audience

Audiences let you segment your contacts into specific groups based on dynamic conditions.
1

Navigate to the Audiences section

Go to the Audiences section and select Create new audience.
2

Configure the audience

Give it a name (for example, “Active customers”) and check the create audience option so that any contact meeting the requirements is automatically updated and added.
3

Define the filters

In the Filters section, click Add to add conditions. For example:
  • “Status is empty”
  • “Phone ends with 52”
Only contacts that meet all filters will belong to the audience.
4

Save the changes

Click Save to confirm the audience.

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Phase 2: Create a template

Templates define the WhatsApp message content. They must comply with Meta’s policies and require prior approval.
1

Select the account and create the template

Choose the corresponding WhatsApp account and click Create template > Custom template.
2

Configure general settings

  • Define the template name.
  • Select the category according to Meta’s guidelines: Utility, Marketing, or Authentication.
3

Build the message structure

  • Header (optional): Can contain text or multimedia files (image, video, or document).
  • Message body: Write the text. You can insert variables to personalize the send (for example, Hello {{name}}, how are you?) and define examples for Meta’s review (for example, “John”).
  • Buttons (optional): You can add interactive buttons to the message.
4

Create the draft

Click Create template draft.
5

Submit for Meta review

Select Submit for review so Meta can verify and approve the template. The status will change to “Pending approval”.
You won’t be able to use the template in a campaign until Meta approves it. The review process can take a few hours.

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Phase 3: Create and execute the campaign

Once Meta approves the template, you can configure the send to the audience you created.
1

Create a new campaign

Navigate to New campaign.
2

Select account and template

Choose the WhatsApp Business account and the previously approved template.
3

Choose the audience

Select the audience you created in Phase 1 and proceed to the next step.
4

Map the variables

Assign which field from your contact database will fill each template variable. For example, select “full name” for the greeting variable.You can set a default value in case the contact’s field is empty, or choose to leave it blank.
5

Schedule or send the campaign

You have two options:
  • Schedule: Set a specific date and time for the send.
  • Send now: Execute the campaign immediately.

Go to Campaigns

Create and manage your campaigns from the Mindo platform.