WhatsApp marketing
WhatsApp Marketing: Campaign Setup and Measurement
A campaign starts with an audience and a reason to contact them. Decide who has agreed to receive that kind of offer, which template fits the purpose and what the team will do when a recipient replies or opts out.
Confirm the campaign tools enabled for your Whats91 plan, sender/account eligibility and target markets. The examples describe a scope to discuss; they do not establish a connected account, an approved template or a campaign result.
An enquiry asks the team to confirm the scope, availability and commercial terms. It does not book an appointment, activate an integration, create a trial or send a WhatsApp message.
Illustrative workflow
Select the audience
Use a contact list with the intended campaign purpose and permission records. Exclude withdrawn permissions and inappropriate recipients.
Map an approved template
Match language, variables, media and buttons to the approved template and the actual record fields.
Schedule and monitor
Confirm scheduling, account limits and pacing. Separate accepted requests, delivery events, reads and failures.
Handle the reply
Route questions to the right team, record opt-outs and reconcile any attributed order in your source system.
Choose the channel for the task
Compare your own audience, costs and response handling rather than assuming a universal open or conversion rate.
On a narrow screen, scroll the table horizontally to read every column.
| Decision | WhatsApp campaign | Other channel to compare |
|---|---|---|
| Permission | Check permission for the proposed WhatsApp purpose | Check the permission and rules for that channel |
| Content | Confirm approved template and eligible format | Review the format the channel supports |
| Replies | Assign a team or scoped workflow | Plan its own reply and opt-out handling |
| Measurement | Use available status events and an attribution method | Use comparable cohorts and reporting periods |
Scope the campaign tools you need
Ask which tools are enabled and how they handle invalid data before planning the campaign. A website description is not confirmation of a portal feature.
Contact import
If CSV/Excel import is available, agree column mapping, phone-number validation, duplicate handling and an exclusion list. Review a sample before uploading private records.
Template variables
Map fields such as [name], [city] or [last purchase] to the approved variable positions. Define a fallback or stop condition for missing values; personalization does not make a message eligible.
Sequences and experiments
Confirm scheduling, segmentation, any flow triggers and experiment support. Stop a follow-up on opt-out or an unresolved complaint, and define who can change the rules. No automatic A/B testing is assumed.
Keep permission tied to the campaign purpose
Record what the recipient agreed to, the source and time of that choice, and how withdrawal is handled. A past purchase alone does not establish permission for every promotion. Review applicable law and the Business Messaging Policy for your actual campaign.
Template review is a separate gate
Submit the exact category, language, variables and sample values for provider review. Onboarding assistance does not guarantee approval or a review deadline. Check the status and reason in the actual account; do not infer approval from a template shown here.
Rejected or changed category
Review the whole content and the provider reason. Revise only with the correct purpose and format; do not delete a working template or account based on this guide.
Paused or restricted
Inspect actual quality, account status and recipient feedback. Pause affected sends while the owner resolves the restriction; a retry is not proof that delivery will succeed.
A queued campaign still needs delivery handling
Account restrictions, template pacing, recipient conditions and temporary errors can affect sending. Read the actual provider response and status events. Agree bounded retries for appropriate errors and suppress duplicates; do not force repeated sends to an ineligible recipient.
Check limits before choosing campaign volume
Throughput, distinct-recipient limits, template pacing and quality restrictions are different controls. Confirm the limits for the actual sender or portfolio, version and region. A verification badge or account upgrade does not establish a universal daily allowance.
Measure the campaign with explicit denominators
Use a fixed campaign cohort and period. Missing events are unknown, not zero. No benchmark, conversion lift or revenue result is supplied here.
On a narrow screen, scroll the table horizontally to read every column.
| Measure | Definition to agree | Caveat |
|---|---|---|
| Delivery rate | Delivered messages / eligible send attempts | Define attempts, retries and late events |
| Read rate | Available read events / delivered messages | Read information may be incomplete |
| Response rate | Recipients who reply / delivered recipients | Deduplicate recipients and set the response period |
| Attributed orders | Verified orders under the agreed attribution rule | A click or reply alone is not revenue |
| Campaign cost | Effective messaging, platform and staff costs | Use the dated INR message calculator at /pricing; platform and staff costs are separate |
Choose a useful follow-up, then check support
Illustrative tasks include an opted-in restock notification, a promotion relevant to the chosen segment, or routing an interested reply to sales. Confirm any AI, flow or specialized marketing API support and policy eligibility separately. No general-purpose AI policy, region launch or priority-delivery feature is established by this page.
Prepare a reviewable campaign scope
Bring the sender/account details, target markets, audience purpose, permission process and a template draft with private values removed. Agree recipient mapping, scheduling, failure handling, opt-out ownership and a permitted test plan. Setup and review time depend on these prerequisites.
Messaging and setup conditions
A customer message opens or resets the 24-hour reply window. Outside it, an approved template is needed. Permission to use a message format does not determine its price; confirm the effective category, allowance and account conditions separately.
Eligible Click-to-WhatsApp ad entry on Android or iOS can open a free-entry window when the business replies within the customer-service window. The window starts with that response and can last up to 7 days, subject to Meta’s actual eligibility and expiry. During that window, Marketing, Utility, Authentication and Service deliveries are free for that business phone number/customer pair across messaging accounts. An ad click alone or desktop/web entry does not establish this exemption. Confirm the actual window before excluding deliveries.
Onboarding, verification, template review and integration timing depend on the account, provider, workflow and outstanding approvals. Confirm the scope and schedule with the team; no instant approval, fixed waiting period or go-live deadline is promised.
Questions about WhatsApp marketing
Does a template shown here have provider approval?
No. Confirm the actual template status, category, language and enabled sender in your account before using it.
Why might a recipient not receive a campaign?
Check the actual error, recipient eligibility, template/account status, limits and pacing. Do not assume a fixed retry deadline or guaranteed recovery.
Can an earlier customer receive promotional messages?
A transaction does not establish permission for every promotional purpose. Review the permission record, intended content, withdrawal process and applicable policy before including the customer.
How do service windows affect a campaign?
Use the messaging-window conditions below and check the actual category. A service window does not by itself turn promotional content into utility content or prove a free price.
Can I start a trial from this page?
Send an enquiry to confirm plan availability, trial terms and setup requirements. This page does not create an account or activate a campaign.
Choose the next workflow
Review privacy terms and the Legal Center. Confirm support in your signed service agreement.
Discuss your WhatsApp marketing setup
An enquiry asks the team to confirm the scope, availability and commercial terms. It does not book an appointment, activate an integration, create a trial or send a WhatsApp message.
Send an enquiry