WhatsApp Campaign Management

This guide walks you through creating and launching a WhatsApp campaign inside the WhatsApp Platform. The numbered steps and screenshots reflect the platform interface exactly as you will see it on screen. Follow them top to bottom the first time you create a campaign.

Alongside the product steps, you will find clearly marked reference boxes that connect each action to Meta's WhatsApp Business Platform rules. These boxes explain why a step exists and what Meta requires, so your campaigns are not just created correctly but also remain compliant and deliverable.

step	desc
Campaign Setup	Select country and campaign mode (Normal / AI Agent).
Campaign Details	Enter campaign name and choose or confirm WhatsApp template.
Upload Contacts	Upload CSV/Excel file and map columns to template variables.
Review & Launch	Verify all details, template preview, and variable mapping.
Campaign Created	Campaign saved. Click Launch from the Campaign List to go live.

Figure 1 — WhatsApp Business Platform › Campaigns tab. Shows Total Campaigns, Active Campaigns, Campaign Health, and Avg Delivery Rate. Click Create Campaign to begin.

Part 1: Campaign Creation — Prerequisites

Before creating your first campaign, make sure the following prerequisites are in place. Missing any of them will either block campaign creation or cause messages to fail at the Meta level.

requirement	why
Connected WhatsApp Number	A WhatsApp Business number connected to the platform with Status: Approved. Campaigns are sent from this number.
At least one approved template	Campaigns can only use WhatsApp message templates that Meta has reviewed and approved. You select the template when creating the campaign.
Contact list with opt-in	A list of recipient phone numbers who have opted in to receive WhatsApp messages from your business. Users require opt-in for every business-initiated message.
AI bot (AI Agent mode only)	For an AI Agent Campaign, a WhatsApp AI bot must already be created and mapped to the template you intend to send.

The Two Campaign Modes

The platform supports two campaign modes — Normal Campaign and AI Agent Campaign. Both are covered in full in this guide.

mode	what
Normal Campaign	Broadcast only. The campaign sends the template message to your contact list. When a customer replies, the reply appears in the Inbox for an agent to handle manually.
AI Agent Campaign	The campaign sends the template message and a mapped WhatsApp AI bot automatically handles customer replies using the campaign context — no manual agent step needed for routine replies.

Part 2: Steps to Create a Campaign

Step 1 — Open the Campaign Module

On the left side of the panel, click on WhatsApp Platform. Then go to Campaigns and click on the Create Campaign button on the top right to start creating a WhatsApp campaign.

The Campaign dashboard summarises your account health — total campaigns, active campaigns, campaign health, and average delivery rate. The Templates Ready counter reflects how many approved templates are available to use. A campaign can only be built on an approved template, so check the counter before you start.

Step 2 — Choose a Campaign Mode

There are two ways in which you can run a WhatsApp campaign — Normal Campaign or AI Agent Campaign. Both modes begin with the Create WhatsApp Campaign screen, which uses a five-stage workflow: Campaign Setup → Campaign Details → Upload Contacts → Review & Launch → Campaign Created.

Part 3: 2.1 Normal Campaign

In a Normal Campaign you can broadcast only. When a customer replies to your broadcast message, you can check the inbox for manual handling to create a normal campaign; follow the steps below.

2.1.1 Select Normal Campaign

On the Campaign Setup screen, select the target country — this sets the expected phone-number format for your contact file. Under Choose Campaign Mode, select Normal Campaign and click Next: Campaign Details to proceed to the next step.

Figure 2 — Campaign Setup: Select target country and choose Normal Campaign mode. Click Next: Campaign Details to proceed.

2.1.2 Fill in Campaign Details

The next step is to fill in the details of the campaign — the campaign name and your required WhatsApp template, selected from the dropdown. Then click Next: Upload Contacts.

Figure 3 — Campaign Details: Enter a Campaign Name and select an approved WhatsApp Template from the dropdown.

2.1.3 Upload Contacts and Map Columns

The next step is to upload the contact details of your end-users. You can upload the contact details directly, or you can first download the sample file by clicking Download Sample CSV and fill in the data accordingly.

Figure 4 — Upload Your Audience: Drop your CSV or Excel file here. Max file size 10 MB. Download the Sample CSV to get the correct format.

Once the file is uploaded successfully, column mapping is required between the file and the system. Map your columns as follows:

Phone Number ← phone
Body1 ← body1
Body2 ← body2

Once you have mapped all the required parameters, click Next: Review & Send to proceed with the next step.

Figure 5 — Upload & Column Mapping: File uploaded with 2 valid contacts. Map Phone Number, Body1, and Body2 columns. Preview first 5 rows before proceeding.

2.1.4 Review and Launch

The next step is to Review and Launch Campaign. Review all the details and click Create Campaign. Once you click Create Campaign, go to the Campaign List and click Launch to run the campaign live.

Figure 6 — Review & Launch Campaign: Verify Campaign Details, Contact List, Template Preview, and Variable Mapping. Click + Create Campaign when ready.

Figure 7 — Campaign List: Newly created campaign appears with a Launch button in the Actions column. Click Launch to make the campaign live.

Part 4: 2.2 AI Agent Campaign

An AI agent automatically handles replies with campaign context. For the AI Agent Campaign, you need to first map your WhatsApp Agent with the template you want to send to a customer. The following are the steps to create an AI Agent Campaign.

2.2.1 Select AI Agent Campaign

On the Campaign Setup screen:

Select the AI Agent Campaign type.
Select the AI Agent by clicking on the dropdown button and choosing the AI bot you want to connect to run the campaign.

Once you are done with this, click on Next: Campaign Details to proceed with the next step.

Figure 8 — AI Agent Campaign Setup: Select AI Agent Campaign mode, then choose the AI Agent from the Select AI Agent dropdown.

2.2.2 Campaign Details

In an AI agent campaign, give the campaign a name. Your template will be auto-selected since you have selected the AI Agent Campaign mode. (A link explaining how to create an AI bot will be added here later.) Once you have filled in all the required fields, click Next: Upload Contacts to proceed to the next step.

Figure 9 — AI Agent Campaign Details: Enter the Campaign Name. The WhatsApp Template is auto-selected from the agent configuration.

2.2.3 Upload Contacts and Map Columns

The next step is to upload the contact details of your end-users. You can upload the contact details directly, or you can first download the sample file by clicking Download Sample CSV and fill in the data accordingly.

Figure 10 — Upload Your Audience (AI Agent Campaign): Drop your CSV or Excel file. Download Sample CSV for the correct format.

Once the file is uploaded successfully, column mapping is required between the file and the system. Map your columns as follows:

Phone Number ← phone
Body1 ← Body1
Body2 ← Body2

Figure 11 — Upload & Column Mapping (AI Agent): File uploaded with 3 valid contacts. Map columns and verify data preview before review.

2.2.4 Review and Launch

The next step is to Review and Launch Campaign. Review all the details and click Create Campaign. Once you click on Create Campaign, go to the Campaign List and click Launch to run the campaign live.

Figure 12 — Review & Launch (AI Agent Campaign): Confirm 3 contacts, template preview, and variable mapping. Click + Create Campaign to finish.

Figure 13 — Campaign List: Both campaigns visible — AI Agent campaign with Start button and Normal campaign with Active status and Launch button.

Part 5: Meta Compliance Reference

This section summarises the Meta WhatsApp Business Platform rules that affect every campaign you create. Following them keeps your messages deliverable and protects your quality rating.

Template Categories

Every WhatsApp template is classified by Meta into one of three categories. The category is assigned at approval and affects pricing and how the message is treated.

category	useFor	examples
Marketing	Promotions, awareness, offers, announcements, re-engagement, any commercially motivated message not in Utility.	Sale offer, product launches, newsletters, cart reminders.
Utility	Follow up on a specific action or transaction the user has already made or expects.	Order confirmations, shipping updates, payment receipts, reminders.
Authentication	One-time passcodes and account verification only. No promotional content.	Login OTP, transaction OTP, account recovery codes.

Opt-in and Quality Rating

You may only send campaign messages to users who have opted in to receive WhatsApp messages from your business. Opt-in can be collected on or off WhatsApp and the user must know they are agreeing to messages from your business. It is good practice to collect separate opt-ins for different message types (for example, order updates versus marketing offers) and to give an easy way to opt out.

Each WhatsApp business number has a quality rating (High / Medium / Low, sometimes shown as Green / Yellow / Red) based on rolling user feedback over the last seven days: blocks, spam reports, and low engagement push the rating down. A low rating can freeze your tier or reduce your messaging limit, so monitor it before and after large sends.

Messaging Limits

Messaging limits are the maximum number of unique users your business can message outside the customer service window in a rolling 24-hour period. They are set at the business portfolio level and shared across all numbers in the portfolio.

tier	howReached
250 users / day	Default for every new business portfolio, before verification.
1,000 / day	Complete customer verification, enabling high-quality messages over a 30-day period.
10,000 users / day	Automatic scaling after sustained, high-quality usage of the previous tier.
100,000 users / day	Continue automatic scaling with a good quality rating; verified businesses may reach this tier faster.
Unlimited	Sustained high volume and high quality over time.

Pre-launch Checklist

Run through this checklist before clicking Launch on any campaign:

The sending WhatsApp number is connected and has an acceptable quality rating.
The selected template is approved and its category matches the message content.
Every contact in the uploaded file has opted in to receive WhatsApp messages from your business.
Phone numbers are in the correct format for the selected target country; invalid rows have been reviewed.
All template variables (Phone Number, Body1, Body2, …) are mapped to the correct CSV columns.
The DND preview has been checked — the right values appear under the right variables.
The audience size is within your current messaging-limit tier.
Marketing campaigns give recipients a clear way to opt out.