Creating A New Campaign

• Before creating a new campaign, you need to create a template and get it approved by WhatsApp. You can use WhatsApp approved templates to send the campaign. To create a template, go to Channels → WhatsApp → Templates → Create a template.
• After you create a template and it gets approved by WhatsApp, go to campaigns tab in the left navigation.
  From the campaign listing page, you can click on “+ New campaign” CTA and go through a step by step flow to create a new campaign.
• If the content or users are the same as any of the previously created campaigns you can clone a campaign rather than starting from scratch.

A new campaign can be created in just 4 steps -

Step 1 - Campaign details page

• In the campaign details page, define the campaign title.
• In case your WhatsApp Business Account has multiple phone numbers, select the appropriate number from which you would like to send the campaign.

Step 2 - Audience page

• You can upload a CSV or XLS or XLS format file with a maximum size of 50 MB with appropriate column names
• Your file must contain a column named ‘Phone’ which should contain all the phone numbers to whom this campaign will be sent.
• Phone numbers should contain the country code without a prefix ‘+’, e.g. 918928075130
• You can also download a sample CSV and use it to build you audience and associated variables
• The columns in the uploaded file would be used to customize templates.
• It is mandatory to declare that the selected audience has opted-in before sending the message.
• Check the sample file below. Columns and information can be used to personalize the variables in a template.

Step 3 - Template Page

• In the template selection page you need to select a template from 1 of the pre-approved (by Meta) templates.
• You can define the variable values from the column names of the CSV, i.e. the column selected will be used to substitute the variable.
• It’s a good practice to define fallback values. In case no data exists and no fallback provided the message wouldn’t be sent to that particular number.
• If the template selected is a media template and you want to send customized media to all phone numbers, then mention the customized media URLs in the file uploaded.
• In case you wish to send one media file to all phone numbers, then mention the media URL in the fallback section.
• The media URL used must be publicly available. Google drive URLs or Dropbox URLs do not work. We recommend uploading the media on Amazon S3 or cloudinary.com.
• There are certain limitations in the format and size of media used which are as follows -
  • For Image, formats allowed are JPEG and PNG and max size allowed is 5 MB
  • For Video, formats allowed are MP4, 3gpp and max size allowed is 16 MB
  • For Document, format allowed is PDF and max size allowed is 100 MB
• The CTA button links can also be customized for every user. You need to mention the value corresponding to the variable (ex - www.gupshup.io/{{1}}) in a column in the file uploaded and select that column for the given variable.

Step 4 - Preview page

• Preview page provides a summary of the campaign before it is scheduled, the goal here is to gain confidence before sending / scheduling the campaign
• Sending/scheduling a campaign - You can select the start date and time to send the campaign or you can choose to send the campaign right away by clicking “Send Now”