Setting Up Your First WhatsApp Campaign

This step-by-step guide will walk you through creating and sending your first WhatsApp campaign using Broadcastly. Whether you're sending a promotional message, an update, or an important notification, this guide will help you get started.

Prerequisites

Before you begin, make sure you have:

• A Broadcastly account with WhatsApp Business API access
• At least one approved message template
• A list of contacts who have opted in to receive messages from you

Step 1: Define Your Campaign Goals

Before creating your campaign, clearly define what you want to achieve. Common goals include:

• Promoting a new product or service
• Announcing a sale or special offer
• Sharing important updates or news
• Sending appointment reminders
• Re-engaging inactive customers

Having clear goals will help you craft more effective messages and measure the success of your campaign.

Step 2: Create a Message Template

If you haven't already created a message template, you'll need to do so before setting up your campaign.

1. Navigate to the Templates section in your Broadcastly dashboard
2. Click "Create New Template"
3. Select the appropriate template category (Marketing, Utility, etc.)
4. Add your template components (header, body, footer, buttons)
5. Submit for approval

Remember that template approval can take 24-48 hours, so plan accordingly.

Step 3: Prepare Your Contact List

Next, prepare the list of contacts who will receive your campaign.

1. Go to the Contacts section in your Broadcastly dashboard
2. Create a new list or select an existing one
3. Add contacts manually or import them from a CSV file
4. Make sure all contacts have valid phone numbers in the international format (e.g., +1234567890)
5. Verify that all contacts have opted in to receive messages from you

You can also segment your contacts based on criteria like location, purchase history, or engagement level to create more targeted campaigns.

Contact list management screen in Broadcastly

Step 4: Set Up Your Campaign

Now it's time to create your campaign:

1. Go to the Campaigns section in your Broadcastly dashboard
2. Click "Create New Campaign"
3. Enter a name for your campaign (for your reference only)
4. Select the message template you want to use
5. Choose the contact list or segment you want to target
6. If your template has variables, map them to contact fields or enter static values

Campaign setup screen in Broadcastly

Step 5: Schedule and Send

Decide when you want to send your campaign:

1. Choose to send immediately or schedule for a future date and time
2. If scheduling, select the date and time
3. Consider your audience's time zone when scheduling
4. Review all campaign details
5. Click "Send" or "Schedule" to finalize

For best results, send your campaigns when your audience is most likely to be active and engaged.

Step 6: Monitor Results

After sending your campaign, monitor its performance:

1. Go to the Analytics section in your Broadcastly dashboard
2. Select your campaign to view its performance metrics
3. Track key metrics like delivery rate, read rate, and response rate
4. Analyze which messages performed best and why
5. Use these insights to improve future campaigns

Campaign analytics screen in Broadcastly

Tips for Success

Troubleshooting