---
url: >-
  https://docs.corbitaltech.dev/products/whatsmark-saas/tenant/campaign-manager.md
description: >-
  Send targeted WhatsApp campaigns with WhatsMark SaaS. Choose between approved
  Template Campaigns and free-form Message Campaigns, schedule for the future,
  segment by Lead or Contact, and personalize with merge fields.
---

# Campaign

The **Send New Campaign** allows users to send WhatsApp messages to targeted recipients. Starting from **v3.0.0**, campaigns support two types: **Template Campaigns** using pre-approved WhatsApp templates, and **Message Campaigns** for sending custom messages. Campaigns can be personalized, filtered by contact type (Leads or Contacts), and scheduled to send now or at a future time — perfect for marketing, billing, or updates.

## Step 1: Campaign Creation Interface

![campaign](../images/campaign/campaign-step-1.png)

## Interface Components

### 1. Campaign Name

* This is a required text field where you provide a name for your campaign.
* Example: `Business campaign`, `July Invoice Batch`, `Lead Follow-up`.

***

### 2. Campaign Type 

* Select the **campaign type** you want to create:

  * `Template Campaign`: Uses pre-approved WhatsApp templates.
  * `Message Campaign`: Send custom messages without a template.

::: warning Message Campaign — 24-Hour Window Restriction
**Message Campaigns** can only be sent to contacts whose **24-hour messaging window is still active** (i.e., the contact sent a message to your WhatsApp Business number within the last 24 hours). WhatsApp only allows free-form messages within this window — contacts outside this window will not be available for selection when using a Message Campaign. Use a **Template Campaign** to reach contacts outside the 24-hour window.
:::

### 3. Relation Type

* Choose the **audience type** for the campaign:
  * `Lead`: Target users categorized as leads.
  * `Contact`: Target users categorized as existing contacts or customers.
  * `Guest`: Target users who have sent messages but haven't been converted to leads or customers.

::: info **Guest Contacts**
Guest contacts are automatically created when someone sends a message to your WhatsApp Business number for the first time (if Auto Lead is disabled). You can target guests in your campaigns to engage with new message senders.
:::

***

### 4. Template

* Select a WhatsApp-approved message template from the dropdown.
* Example shown: `rise_send_invoice (en_US)`
* Templates contain placeholders like `[variable 1]`, `[variable 2]` which will be dynamically filled using a CSV file or input later in the campaign process.

#### Live Preview

* Shows how the message will appear to recipients.
* Variables (e.g. `[variable 1]`) are placeholders for dynamic values like customer name, invoice amount, due date, etc.

Example preview:
Hello \[variable 1],
Thank you for your business cooperation.
Your invoice for the project has been generated and is attached here.
Invoice amount is \[variable 2]
Please pay this invoice within \[variable 3].

***

### 4. Scheduled Send Time

* Choose whether to send the message **immediately** or **schedule** it for later.
* If you leave this empty, the campaign won't be scheduled until manually triggered.

***

### 5. Send Time Control

* Toggle option: **Ignore Scheduled Time and Send Now**
  * If enabled, the campaign will be sent instantly, bypassing the scheduling configuration.

## Campaign Summary (Top Right Indicators)

* **Recipients:** Number of contacts the message will be sent to (e.g., 1005).
* **Template:** Selected WhatsApp template (e.g., `rise_send_invoice`).
* **Status:** Current state of the campaign (e.g., `Draft`).
* **Send Time:** Indicates whether the message is set to be sent immediately or scheduled.

## Step 2: Contact Selection

![campaign](../images/campaign/campaign-step-2.png)

After configuring your campaign in Step 1, the next step is to choose **who will receive your message**. You can send it to all your contacts or filter them by status, source, or manually select specific ones.

::: info Note on Contact Availability
For **Message Campaigns**, only contacts with an **active 24-hour messaging window** (last message received within 24 hours) are eligible for selection. For **Template Campaigns**, all contacts matching the relation type are available regardless of the messaging window.
:::

## Contact Selection Panel

### Select All Contacts

* Enabling this option will **automatically include all matching contacts** in the campaign.
* This disables manual filtering and selection and is ideal for **broadcast campaigns**.

## Filter Options

Use the dropdowns to filter contacts based on their **status** or **source**:

### 1. **Status Options**

Select the current lifecycle stage of your contacts:

* `New` – Recently added contacts
* `Qualified` – Leads that meet your qualification criteria
* `In Progress` – Leads currently being engaged
* `Contracted` – Contacts that have signed an agreement or purchase
* `Closed` – Completed or dropped interactions

### 2. **Source Options**

Identify where your contacts came from:

* `Facebook` – Contacts acquired through Facebook campaigns
* `WhatsApp` – Contacts obtained directly via WhatsApp conversations or entry points

These filters help you create **highly targeted and personalized campaigns**.

## Select Specific Contacts

* Use the **search bar** to find contacts by name or keyword.
* Manually select individual contacts using checkboxes.
* Use **"Select All Listed"** to bulk-select filtered contacts.
* Selected count is shown in the top-right (e.g., `1 Selected`).

> In this example, **CTL development Team** has been selected, and is marked as **Active**.

## Live Preview

The preview panel on the right shows a **real-time display** of your message. Placeholders like:

* `[variable 1]` — Customer name or reference
* `[variable 2]` — Invoice amount
* `[variable 3]` — Payment due duration

These will be filled in **Step 3** using a variables file.

## Navigation

* Click **Previous** to go back to Basic Information.
* Click **Next** to proceed to **Step 3: Variables Files**, where you upload the dynamic data (CSV or Excel).

> **Tip:** Use filters to avoid sending irrelevant messages and ensure your campaign reaches the right audience with the right message.

## Step 3: Variables and Files (Template Campaign)

![campaign](../images/campaign/campaign-step-3.png)

This step allows you to **personalize your message** by assigning values to variables used in the selected WhatsApp template. These variables replace placeholders like `[variable 1]`, `[variable 2]`, and so on.

## Body Variables

Under the **Body Variables** section, you will map real values to the dynamic placeholders used in your WhatsApp message template.

Each field corresponds to a variable used in the message body and is numbered accordingly (e.g., 1, 2, 3).

### Example from the image

| Body Variable | Value                   | Replaces in Message                      |
| ------------- | ----------------------- | ---------------------------------------- |
| 1             | `@{contact_first_name}` | Replaces `[variable 1]`                  |
| 2             | `200$`                  | Replaces `[variable 2]` – Invoice amount |
| 3             | `5 days`                | Replaces `[variable 3]` – Payment period |

> Whatever value you type in the **Body Variable** input fields will instantly update the **Live Preview** on the right side, reflecting how the message will appear to the recipient.

## How It Works

* The variable values can be **typed manually** (for one-off messages) or **uploaded via a CSV file** in the next step if you are sending personalized messages to many recipients.
* Use **@merge fields** such as `@{contact_first_name}` to insert dynamic CRM/contact data.

## Step 4: Message Content (Message Campaign) 

![campaign](../images/campaign/campaign-step-4.png)

This step allows you to compose a **custom message** for Message Campaigns, including text, buttons, links, and media.

### Message Content

| Message Field | Value Example           | Description                           |
| ------------- | ----------------------- | ------------------------------------- |
| Header        | `Special Offer`         | Optional message title                |
| Body          | `Hello @{contact_name}` | Main message content                  |
| Footer        | `Thank you!`            | Optional closing text                 |
| Button 1      | `Buy Now`               | First quick reply button              |
| Button 2      | `Learn More`            | Second quick reply button             |
| Button 3      | `Contact Us`            | Third quick reply button              |
| CTA URL       | `https://example.com`   | Redirect link for CTA button          |
| File Upload   | `invoice.pdf`           | Attached media (image/video/document) |

## How It Works

* Compose your message in the input fields
* Add buttons, links, or files if needed
* Preview updates instantly
* Use **@merge fields** such as `@{contact_first_name}` in the message body to insert dynamic CRM/contact data.

## Step 5: Scheduling

The final step before launching your WhatsApp campaign is choosing **when** to send it. You can either send the campaign immediately or schedule it for a future date and time.

## Scheduling Options

### Send Immediately

* When selected, the campaign will be **sent right after creation**.
* Ideal for urgent messages or real-time updates.
* Labeled as **"Instant Delivery"**.

> Use this when you want to quickly reach your contacts without delay.

### Schedule for Later

* Allows you to pick a **specific date and time** to send your campaign.
* Useful for:
  * Campaigns tied to events or promotions
  * Reaching customers during optimal engagement times
  * Avoiding off-hours communication

> Ensure your system time and timezone settings are correctly configured for accurate scheduling.

## Live Preview

The **right panel** continuously shows how your message will look to the recipient, using the variables you’ve configured in Step 3.

Hello @{contact_first_name},
Thank you for your business cooperation.
Your invoice for the project has been generated and is attached here.
Invoice amount is 200$
Please pay this invoice within 5 days.
Thanks

## Campaign Execution Report

![campaign-results](../images/campaign/campaign-image.png)

Once a WhatsApp campaign has been created and scheduled, the **execution report** allows you to monitor its performance in real-time.

### Campaign Overview

* **Campaign Name:** `Course information campaign`
* **Status:**  `Success`
* **Template Used:** `college_course_information`
* **Scheduled Time:** `20-06-2025 12:39 PM`

***

### Campaign Performance Metrics

| Metric          | Value  | Description                               |
| --------------- | ------ | ----------------------------------------- |
| **Total Leads** | `1`    | Number of leads targeted in this campaign |
| **Delivered**   | `100%` | All messages were successfully delivered  |
| **Read**        | `0%`   | No recipients have read the message yet   |
| **Failed**      | `0%`   | No delivery failures occurred             |

***

### Message Delivery Table

Below is the execution log showing message-level delivery status:

| ID  | Name          | Message Preview                                                                                 | Sent Status |
| --- | ------------- | ----------------------------------------------------------------------------------------------- | ----------- |
| 17  | Drashti Mehta | CTL Group of College: "Hello!  Welcome to CTL Group College. How can I assist you today?" ... |  Success  |

Message offers multiple options to interact with, such as:

* 1. Admission Enquiry
* 1. Course Information
* 1. Schedule a Campus Visit

***

### Media Display Note

If your template contains a **media header** (image, document, video), the uploaded file is shown in the message preview as illustrated in the screenshot.

:::warning NOTE
WhatsApp templates support specific **file formats and size limits** for headers and media files.

For full compatibility, refer to the official [Supported Media Types](https://developers.facebook.com/docs/whatsapp/cloud-api/reference/media/) from Meta.
:::

## Document-Based Campaign Template

![campaign](../images/campaign/campaign-docs.png)

In this step, you can upload a **document file** that will be shown in the header of the message preview, along with custom body content using variables.

### Uploaded Document

* **File Name:** `INV202506-000003 (1).pdf`
* **Status:**  Uploaded Successfully
* **Allowed Document Types:** `.pdf`, `.doc`, `.docx`, `.txt`, `.xls`, `.xlsx`, `.ppt`, `.pptx`
* **Max File Size:** 100MB

***

### Body Variables

You can personalize your campaign content using variables. These variables will dynamically replace the corresponding placeholders in the message body preview.

| Variable Number | Placeholder Value |
| --------------- | ----------------- |
| `1`             | Mumbai            |
| `2`             | Goa               |
| `3`             | Jul 20, 2025      |

These values are rendered in the preview like this:

> **This is your flight confirmation for Mumbai → Goa on Jul 20, 2025**

***

### Live Preview

* The **document file** appears as an attachment header in the preview.
* The body message displays the inserted variables clearly.
* This preview shows how your final message will appear to recipients.

> *This message is from an unverified business.*

***

### Tip

Use `@` notation when referencing variables in the template body to match them with the values entered in this section.

## Using Merge Fields in Campaign Messages

![campaign](../images/campaign/campaign-with-merge-field.png)

You can personalize your campaign messages using **merge fields**. These fields allow dynamic data insertion, such as the lead’s name, status, or email.

### How It Works

* In the **Body Variables** section, type `@` in a variable input field.
* A **dropdown** will appear showing available merge fields.
* Select the appropriate field from the list based on your campaign relation (Customers or Leads).

#### Example Merge Fields

* Contact First Name
* Lead Status
* Lead Source
* Company Email
* Base URL
* Lead Assigned
* Dark Logo / Light Logo

***

### Example Message Preview

This is how the message appears using variables and merge fields:

> Hello `@Lead Status`,
>
> Thank you for your business cooperation.
>
> Your invoice for the project has been generated and is attached here.
>
> Invoice amount is `[variable 2]`
>
> Please pay this invoice within `[variable 3]`
>
> Thanks

***

### Tip

* If **Customers** is selected as the relation type, you'll see customer-related fields.
* If **Leads** is selected, you'll see lead-specific fields like status, source, etc.

This helps tailor each message for the right audience—automatically.

## Added Campaign

![campaign](../images/campaign/campaign-view.png)

Once you click **Send Campaign**, you will receive a notification saying **Campaign added successfully**. The campaign will then appear in the table entry, where you can **edit** or **delete** it as needed.

***

### Campaign Overview

| Field             | Details                      |
| ----------------- | ---------------------------- |
| **Campaign Name** | Course information campaign  |
| **Status**        |  Success                   |
| **Template**      | `college_course_information` |
| **Scheduled At**  | 20-06-2025, 12:39 PM         |

***

### Campaign Performance Summary

| Metric              | Value             | Description                               |
| ------------------- | ----------------- | ----------------------------------------- |
| **Total Leads**     | 1 (0.1% of total) | Number of leads included in this campaign |
| **Total Delivered** | 100% (1 message)  | Messages successfully delivered           |
| **Total Read**      | 0% (0 messages)   | Messages read by the leads                |
| **Total Failed**    | 0% (0 messages)   | Messages that failed to deliver           |

***

### Detailed Message Information

| ID  | Name          | Phone Number  | Message Content                                                                                                    | Sent Status |
| --- | ------------- | ------------- | ------------------------------------------------------------------------------------------------------------------ | ----------- |
| 17  | Drashti Mehta | +916359692202 | CTL Group of College "Hello!  Welcome to CTL Group College. How can I assist you today? Please choose an option: | Success     |
|     |               |               | 1. Admission Enquiry 2. Course Information 3. Schedule a Campus Visit                                              |             |

***

### Available Actions

* **Back to Campaigns:** Return to the main campaigns list.
* **Pause Campaign:** Temporarily stop the campaign.
* **Create New Campaign:** Start configuring a new campaign.

***

**Note:** The message has been successfully delivered to one lead, but it has not yet been read.

## How Campaign Works

## Export Campaign

![export-campaign](../images/campaign/campaign-export.png)

* You can export your campaign reports as a **CSV** file using the **Export** button.
* To export, navigate to:
  `Campaigns` → `View` → **Export CSV**
* This allows you to download detailed campaign performance data for offline analysis or sharing.