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Creating a Campaign

The campaign wizard guides you through five steps: Basic Info, Audience, Templates, Schedule, and Review. You can navigate back and forth between steps at any time before launching.

Step 1: Basic Info​

Configure the campaign's identity and reply handling.

FieldRequiredDescription
Campaign NameYesA descriptive name for internal reference (e.g., "Ramadan 2026 - Week 1")
AgentYesWhich AI agent handles customer replies to this campaign
RetargetingNoToggle on to target non-responders from a previous campaign

Retargeting​

When retargeting is enabled, the audience step changes to let you select a previous campaign and a filter type. Instead of building a new audience, your campaign will target customers from the selected campaign who match the engagement filter.

This is useful for follow-up campaigns -- for example, re-sending to customers who didn't read your first message.

Step 2: Audience​

Define who receives the campaign.

All Customers​

Select All Customers to target your entire customer database.

Filtered Audience​

Click Add Filters to narrow your audience. The following filter options are available:

FilterDescriptionExample
SegmentsPre-saved customer segments"VIP Customers", "New This Month"
TagsCustomer tags"Premium", "Interested in Electronics"
Custom AttributesAny custom attribute on the customer profileMembership tier, signup source
LanguageCustomer's preferred languageEnglish, Arabic
PlatformConnected messaging platformsWhatsApp, Instagram, Web
CountryCustomer's countryOman, UAE, Saudi Arabia

Retargeting Filters​

When retargeting is enabled (from Step 1), you select a previous campaign and one of these engagement filters:

FilterTargets Customers Who...
Not ReadReceived the message but did not read it
Not RespondedRead the message but did not reply
Not DeliveredMessage was not delivered (e.g., phone off, number invalid)
FailedMessage sending failed entirely

Estimated Audience Count​

After applying filters, the wizard displays the estimated audience count -- the number of customers who match your criteria. Review this number to make sure your targeting is correct before proceeding.

Step 3: Templates​

Select the templates to send and configure variable mappings.

Selecting Templates​

Choose one or more approved WhatsApp templates. Only templates with an APPROVED status appear in the list.

A/B Testing​

When you select multiple templates, the campaign automatically sets up an A/B test:

  • The audience is split evenly across all selected templates
  • Each group receives a different template
  • After the campaign completes, analytics show which template performed better

Example: If you select 2 templates and have 1,000 recipients, 500 receive Template A and 500 receive Template B.

Language Variants​

If a template has multiple language variants, you can select which language to use for the campaign.

Variable Mapping​

For each selected template, map its variables ({{1}}, {{2}}, etc.) to actual values. The mapping options are the same as broadcasts:

Mapping TypeDescriptionExample
Fixed ValueSame value for all recipients30% off, March 31
Attribute-BasedPulls from customer dataCustomer Name, Email, Custom Attribute
ConditionalValue changes based on a conditionIf Language = Arabic then مرحبا, else Hello

See Sending Broadcasts > Variable Mapping for detailed examples of each mapping type.

Step 4: Schedule​

Configure when messages are sent.

Timezone​

Select the timezone for your time slots. All start/end times are interpreted in this timezone.

Time Slots​

Define one or more time windows during which messages can be sent.

FieldDescription
Start Date & TimeWhen this time slot begins
End Date & TimeWhen this time slot ends
Days of WeekWhich days this slot is active (e.g., Sunday-Thursday)

Multiple time slots let you control delivery precisely. For example:

SlotStartEndDays
Slot 19:00 AM12:00 PMSun - Thu
Slot 210:00 AM2:00 PMFri - Sat

Messages are only sent during active time slots. If a time slot ends before all messages are sent, sending pauses and resumes when the next time slot begins.

Rate Limiting (Optional)​

Set a maximum number of messages per minute to control send speed. This is useful for:

  • Avoiding overwhelming your AI agents with simultaneous replies
  • Spreading messages out so customer service can handle incoming responses
  • Staying within WhatsApp API rate limits for your tier

If not set, messages are sent as fast as possible within the time slots.

تلميح

Schedule campaigns during your customers' business hours for better engagement. Messages sent at 3 AM get lower read rates than messages sent at 10 AM. Use the timezone setting to match your audience's local time.

Step 5: Review & Launch​

The final step shows a summary of your entire campaign configuration.

Review Checklist​

SectionWhat to Check
Basic InfoCampaign name and assigned agent
AudienceTarget criteria and estimated audience count
TemplatesSelected templates with variable mappings previewed
ScheduleTime slots, days of week, timezone, rate limit

Template Preview​

Each template is shown with its variable mappings applied, so you can see what the actual message will look like for a sample recipient.

Launching​

Click Launch to schedule the campaign. The campaign moves to Scheduled state and will begin sending when the first time slot arrives.

warning

Once launched, you cannot edit the campaign. Double-check your audience count, template mappings, and schedule before clicking Launch. If you need to make changes after launch, stop the campaign and create a new one.

Quick Reference​

StepKey Actions
1. Basic InfoName the campaign, select AI agent, toggle retargeting
2. AudienceChoose all customers or apply filters; see estimated count
3. TemplatesSelect 1+ templates, set up A/B test, map variables
4. ScheduleSet timezone, define time slots and days, optional rate limit
5. ReviewVerify everything, preview templates, click Launch

Next Steps​