Setup guide

Launch your first WhatsApp campaign.

Start with an opted-in audience, an approved template and a small test.

STEP 01

Bring in the right contacts

Open Contacts and import your customer CSV. Check country codes, column mapping and duplicate numbers. Use tags to create a focused audience.

Only include customers who have agreed to receive these messages. Purchased lists are not a useful starting point.

STEP 02

Choose an approved template

Open Templates to find or prepare the message. Select the appropriate category, add the content and submit it for Meta’s review where needed.

Approval time varies. Do not schedule your launch around an assumed approval deadline.

STEP 03

Create and preview the campaign

Open Campaigns and choose New campaign. Select the connected number, audience and approved template. Map variables to the right contact fields and review the message.

Send a small test to your own opted-in test contacts before a larger launch. Check names, links and formatting.

STEP 04

Send, then follow the replies

Choose send now or schedule after reviewing the audience, estimated cost and timing. Track delivery, reads and replies on the campaign results page.

Open the Inbox to answer customers. A campaign is the start of a conversation, so plan who will handle replies.

GetSetSales launch your first whatsapp campaign product preview

Product preview with example data

Your next step

Set up your first automation with a dedicated guide and product walkthrough.

Set up your first automation

Set up in about 10 minutes. We’ll help if you get stuck.

Create your free account, connect the WhatsApp number you already use, and send your first message today. Your first 100 messages carry no platform fee. Meta charges apply separately.

No card · No base subscription · Meta Tech Provider