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Documentation Index

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A WhatsApp campaign allows you to send the same message to many contacts at once.
It is commonly used for:
  • Promotions
  • Announcements
  • Event reminders
  • Bulk updates

1. Before You Begin

Ensure the following prerequisites are completed:
  1. WhatsApp channel is connected
  2. An approved WhatsApp message template is available
  3. A contact list with target recipients is created

2. Navigate to Campaigns

  1. Go to the left sidebar
  2. Click Campaigns
  3. The Campaigns page displays a table of existing campaigns with:
    • Campaign Name
    • Trigger Date
    • Channel
    • Target List

3. Create a New Campaign

  1. Click Create Campaign
  2. Enter a unique and recognizable Campaign Name

4. Set Channel and Recipients

  1. Select Channel: WhatsApp
  2. Choose Recipient Type: List
  3. Select the target Contact List from your existing lists

5. Choose Message Type

  1. Select Message Type: WhatsApp Template
  2. Choose from your list of approved templates

6. Fill in Template Parameters

If the selected template contains placeholders (parameters), configure them as follows:
  • Text Parameters
    • Enter values manually, or
    • Use contact variables such as {{ contact.firstname }}
    • Browse available variables using the variable selector
  • Media Parameters (if applicable)
    • Upload the required media file (image, video, document)
    • Use the Upload Resource option
Example: Personalize your campaign with {{ contact.firstname }}, which auto-fills each recipient’s first name.

7. Test Your Campaign

  1. Click Create and Test
  2. Review your message in the preview window
  3. Select a contact (e.g., yourself) for testing
  4. Click Send Test Message to validate the campaign output

8. Launch Your Campaign

After testing is successful:
  • Click Send Campaign
  • Choose one of the following options:
    • Send Now – Launch immediately
    • Schedule for Later – Define a date and time for future delivery

9. Monitor Campaign Performance

Once the campaign is active, monitor:
  • Number of contacts messaged
  • Delivery success rate
  • Read receipts
  • Failed attempts
Failures may result from invalid numbers, opt-outs, or delivery restrictions.

10. Summary

You have successfully created and sent a WhatsApp campaign using Chatzy AI.
Campaigns enable you to broadcast promotions, updates, and reminders to your audience at scale.