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.
Pick a campaign type - Single send or Drip campaign.
Select the message template you want to send.
Note: You can also configure how replies are handled while creating your campaign. To enable reply automation, add Quick Reply buttons to your campaign template.
Step 2. Define your audience (select your contacts)
Choose the contacts you want to include in the campaign.
You can select your audience in one of the following ways:
Import a new contact list if you want to send the campaign to contacts that are not already in your Wati workspace.
Select All Contacts to send the campaign to your entire contact list.
Use Filters to target contacts based on specific criteria.
If you're on the Pro or Business plan, you can use pre-built segments or create and select your own custom segments for more targeted campaigns.
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.
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 improve campaign delivery by using Wati features such as Auto Retry, SMS fallback, and RCS campaigns. These features help increase the chances of your messages reaching customers when WhatsApp delivery is unsuccessful.
You can also use the Auto Retry API to programmatically retry failed campaign messages. To learn more, refer to our developer documentation.
Note: New users must complete a 15-day waiting period before they can use the campaign retry option when sending a new campaign.
After filling in all the details, click on Publish and that's it!
Tip: You can enable ROI tracking option for Shopify campaigns to uncover user engagement, track conversion and optimize your campaigns
Monitor campaign performance
Track your campaign status and performance in the Campaign Overview section.
Use filters to check delivery status and other key metrics.
By following these steps, you can efficiently send a campaign to your contacts while ensuring messages reach the right audience.
How to enable auto-retry for a New Campaign
Follow the same steps as mentioned before to create a new campaign. After filling in the details, follow these next steps to enable auto retry for your campaigns.
On the Create New Campaign page, locate the Auto-retry campaigns 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
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 the same steps as mentioned before to create a new campaign. After filling in the details, enable the toggle for Enable Fallback.
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)
Campaign Creation
1. What types of campaigns can I create in Wati?
When creating a campaign, you can choose one of the following campaign types:
Single send campaign
Drip campaign
2. How can I choose the audience for a campaign?
You can select your campaign audience in several ways:
Import a new contact list.
Send the campaign to All Contacts.
Use Filters to target specific contacts.
If you're on the Pro or Business plan, use pre-built segments or create custom segments.
3. Can I schedule a campaign instead of sending it immediately?
Yes. You can choose to send a campaign immediately or schedule it for a specific date and time.
4. How can I automate replies to a campaign?
You can configure reply automation while creating a campaign by adding Quick Reply buttons to your message template.
Campaign Performance
5. Where can I monitor my campaign performance?
You can monitor your campaign status and performance in the Campaign Overview section. It provides campaign metrics and filters to help you review delivery status and other key performance indicators.
6. What is ROI tracking for Shopify campaigns?
ROI tracking for Shopify campaigns helps you measure customer engagement, track conversions, and evaluate campaign performance to optimize future marketing campaigns.
Auto Retry
7. When can Auto Retry resend campaign messages?
Auto Retry works only for campaigns that use marketing templates and only when the initial message fails because of Meta's messaging limit per user.
8. Which Wati plans support the Auto Retry feature?
The Auto Retry feature is available on the Growth, Pro, and Business plans.
9. Can new users use the Auto Retry feature immediately?
No. New users must complete a 15-day waiting period before they can use the Auto Retry option when sending a new campaign.
SMS and RCS Fallback
10. What happens when SMS or RCS fallback is enabled?
When SMS or RCS fallback is enabled, Wati attempts to deliver the message through the selected fallback channel if WhatsApp message delivery fails.
11. What are the requirements for using SMS or RCS fallback?
SMS fallback requires the Twilio integration, which is available on Wati's Business plan.
RCS fallback is currently in beta and is available only to select Business plan customers. Eligible customers can contact the Wati support team to enable it.