Quick Start: Send a WhatsApp Campaign

Import Leads and Contacts

Import the leads and contacts that you want to target using a CSV file. If your leads and contacts are already in Salesforce, you can skip this step.

Note Make sure the phone numbers in your CSV are in E.164 format (for example, +14155551234), with the country code included.

1. On the Leads or Contacts tab, click Import.
2. Follow the steps to upload a CSV file. If you don't have a CSV file yet, download the sample file from the import window, add your data, and upload it.

Import Consent Data

Separately, import consent data for each phone number to update their consent status. You can send promotional WhatsApp messages only to contacts who have opted in to receive messages from you.

1. On the Consent page, select Consent Imports, and then click Import.
2. For Channel, select WhatsApp.
3. For Communication Subscription, selectMarketing.
4. For the consent status, select Opt In, and then click Next.
5. Upload your CSV file, and then click Next.
6. On the preview step, review the sample fields from your file, and then click Import.

Create a WhatsApp Message Template

Create templates for common, reusable messages that share the same basic content and structure. Meta must approve a template before you can use it in campaigns.

Note You must get opt-in consent from your intended recipients before you send a template message. For opt-in best practices, see Get Opt-In for WhatsApp (Meta).

1. From the dropdown list for your active WhatsApp Business Account, select Message Templates.
2. If prompted, log in to the Facebook account associated with your business.
3. Select Create Template.
4. Select a template category, and then name your template.
5. Select a language, and then click Continue.
6. Enter the message body and optional header, footer, or button.
   1. To add a media file to the header, select Media from the dropdown.
   2. Click Add Sample, and upload a JPG, PNG, or PDF file from your computer. You can add only images, videos, and documents to a template message. Audio files aren't supported.
   3. Click Done.
   

   Important If you include a URL in your template message, make sure that the URL has a valid landing page and belongs to your business. A template with an invalid URL is rejected.
7. Submit your template request.

Create WhatsApp Content inMarketing Cloud Next

Create content for your campaign by using the approved template.

1. From your CMS workspace, click Add, and then select Content.
2. In the Create CMS content window, select WhatsApp Template Message or WhatsApp Session Message, and then click Create.
   • To send outbound promotional messages using a Meta-approved template, select WhatsApp Template Message .
   • To respond within an active conversation window, select WhatsApp Session Message.
3. Select your WhatsApp Business Account, language, and the template that you want to use.
4. In the Content Details section, specify a name and description for internal use.
5. If your template includes variables, fill in the values.
6. Preview your message and save.

Create a WhatsApp Campaign

1. From the Campaigns tab, click New.
2. Fill in your campaign details.
   • Enter a descriptive campaign name.
   • Add a description (optional).
   • Select WhatsApp as the campaign type.
3. Click Create.
4. In the Content section of the campaign record, click Select Content.
5. Select the WhatsApp Template Message that you created earlier, and then click Add.

Create and Add a Segment

Target your recipients with a segment. The easiest way is to use a quick filter directly on the campaign record.

1. In the Quick Start tab in Campaigns, select Blank WhatsApp.
2. Select the segment and the WhatsApp Template Message that you created earlier
3. Click Add.
4. From the campaign record, click Publish.
5. Wait for the segment to publish, and then refresh the page.
6. After the segment is published, click Preview to review a sample of the people in your segment.

Schedule and Activate Your Campaign

To begin sending messages, set the send time for your WhatsApp campaign, review your audience and campaign details, and activate.

1. In the campaign record, configure your send settings.
   • Send immediately or schedule for a specific date and time.
   • Review your audience size and estimated reach.
2. To start your campaign, click Activate.

Monitor Your Campaign Performance

After your campaign is active, you can track its delivery and engagement metrics.

1. On the Campaigns tab, select your campaign.
2. View metrics such as messages sent, messages delivered, messages read, and click-through rate.
3. Access detailed reports in the Analytics tab for deeper insights.