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How to send your first Campaign

Updated today

Summary

Campaigns allow you to send messages to multiple contacts at once. To ensure successful delivery, always add country codes to the contacts before sending. This guide walks you through creating and sending your first campaign, including selecting contacts, applying filters, and scheduling messages.

Note: Broadcasts are now Campaigns – same powerful features, updated name!

Instructions

Follow these steps to send a campaign in Wati

Step 1. Start a new campaign

  • Go to Campaigns → click on Create New Campaign.

  • Enter a name for your campaign.

  • Select the message template you want to send.

Step 2. Select your contacts

  • Choose the contacts you want to include in the campaign.

  • Selecting contacts:

    • Either you can select all contacts or use filter to select specific contacts.

    • If you are on Wati's Pro or Business plan, you can even use predefined segments.

  • To send the campaign to a specific group using filters follow these steps:

    • Click on Add another filter +

    • Filter contacts using Contact Attributes.

    • Select the filtered contacts.

You can enable ROI tracking option to uncover user engagement, track conversion and optimize your campaigns

Step 3. Schedule or send the campaign

  • Choose whether to send the campaign immediately or schedule it for later.

  • If scheduling:

    • Select the date and time for the campaign.

Lastly, you can also enable auto retry feature to attempt a retry when the campaign fails for users.

After filling in all the details, click on Publish campaign and that's it!

Monitor campaign performance

  • Track your campaign status and performance in the Campaign Overview section.

  • Use filters to check delivery status and other key metrics.

Here’s a video walkthrough you can refer to:

By following these steps, you can efficiently send a campaign to your contacts while ensuring messages reach the right audience.

How to schedule a campaign in Wati

Scheduling a campaign in Wati is quick and easy! Just follow these steps:

Step 1: Log into your Wati account

  • Log into your Wati account.

Step 2: Navigate to campaigns

  • Click on Campaigns in the main menu.

Step 3: Create a New Campaign

  • Click on the Create New Campaign button.

Step 4: Fill in all the details.

Step 5: Schedule the campaign

  • Under the campaign creation settings, choose when to send it:

    • Send Now - Your campaign will be sent immediately after creation.

    • Schedule for a Specific Time - Pick a future date and time for the campaign.

  • If scheduling, select your preferred date and time (GMT +7) - and you're all set!

Your campaign will now be sent automatically at the scheduled time.

How to enable auto-retry for a New Campaign

You can enable the Auto-Retry feature while creating a new campaign by following these steps:

Step 1: Log into your Wati account

  • Log into your Wati account.

Step 2: Navigate to campaigns

  • Click on Campaigns in the main menu.

Step 3: Create a New Campaign

  • Click on the Create New Campaign button.

Step 4: Fill in all the details.

Step 5: Enable auto-retry

  • On the Create New Campaign page, locate the Auto-Retry option.

  • Toggle it on to enable automatic retries.

  • Select an end date - retries will continue until this date, after which they will stop automatically.

Important Notes:

  • The auto-retry feature for campaigns is available on Wati’s Growth, Pro, and Business plans.

  • The auto-retry feature works only for campaigns using marketing templates and only when the initial send attempt fails due to Meta's limit on messages per user.

How to enable RCS or SMS fallback for a WhatsApp campaign

Learn how to turn on RCS or SMS fallback for your WhatsApp campaign so your message still reaches the customer even if WhatsApp delivery fails.

Follow these steps to enable RCS or SMS fallback when creating a new campaign:

Step 1: Log into your Wati account

  • Log into your Wati account.

Step 2: Navigate to campaigns

  • Click on Campaigns in the main menu.

Step 3: Create a New Campaign

  • Click on the Create New Campaign button.

Step 4: Fill in all the details.

Step 5: Select RCS as fallback

  • Turn on the Enable Fallback option.

  • Select Send via RCS.

  • Select the relevant RCS template you need for this campaign. If you don't have a similar template, please create a new template then proceed with the campaign creation.

To enable SMS as fallback:

  • Turn on the Enable Fallback option.

  • Select Send via SMS.

  • Select the relevant SMS template you need for this campaign. If you don't have a similar template, please create a new template then proceed with the campaign creation.

Important

  • To enable and use SMS fallback, you need the Twilio integration which is available on Wati's Business plan.

  • RCS is currently in beta and available only to select Business plan customers. If you’d like to enable it, please make sure you’re on the Business plan and reach out to our support team.

Frequently Asked Questions (FAQs)

General questions

1. What is a campaign in Wati?

A campaign lets you send a message to multiple contacts at the same time using a selected message template.

2. Do contacts need country codes before sending a campaign?

Yes. All contact phone numbers must include the correct country code to ensure successful delivery.

Creating and sending campaigns

3. How do I start a new campaign?

Go to Campaigns, click Create New Campaign, enter a campaign name, and select the message template you want to send.

4. How can I select contacts for a campaign?

You can select all contacts, apply filters based on contact attributes, or use predefined segments if you’re on the Pro or Business plan.

5. Can I send a campaign immediately or schedule it?

Yes. You can choose Send Now to send it immediately or schedule it for a specific future date and time.

Scheduling and retries

6. What time zone is used when scheduling campaigns?

Scheduled campaigns use GMT +7, so make sure to select the correct date and time accordingly.

7. What is the auto-retry feature?

Auto-retry automatically attempts to resend messages that fail due to Meta’s message limits per user, until a selected end date.

8. Which plans support auto-retry?

Auto-retry is available on the Growth, Pro, and Business plans and works only with marketing templates.

Fallback and performance tracking

9. Can I enable RCS or SMS fallback for a WhatsApp campaign?

Yes. You can enable fallback during campaign creation and choose either RCS or SMS if WhatsApp delivery fails.

10. Are there any requirements for using SMS or RCS fallback?

SMS fallback requires the Twilio integration and is available on the Business plan. RCS is currently in beta and available only to select Business plan customers.

11. Where can I track campaign performance?

You can monitor delivery status and key metrics in the Campaign Overview section using available filters.

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