Managing campaigns

Campaigns let you send bulk messages to a list of contacts — promotions, announcements, or follow-ups. Messages are sent through WhatsApp Business (using approved Meta templates) or email.

1. 1Go to CRM → Campaigns and click New Campaign.
2. 2Name the campaign and choose the channel (WhatsApp or email).
3. 3Select the recipient list — all contacts, a pipeline stage, or a custom filter.
4. 4For WhatsApp, select an approved Meta template. For email, compose your message.
5. 5Schedule the campaign or send it immediately.
6. 6Track delivery and read rates in the campaign detail view.