Mass WhatsApp

What is it for?

The Mass WhatsApp module allows sending WhatsApp messages to groups of guests. Unlike email and SMS, WhatsApp requires the use of Meta-approved templates (no free text). The wizard has 3 steps: Target → Template → Summary. To access it, choose Mass Messaging → WhatsApp from the side menu.

? Screenshot: WhatsApp campaign list

The list shows the Total campaigns, Scheduled, Sent and With errors counters, and the Manage templates and New campaign buttons.

WhatsApp templates

Promotional WhatsApp messages must use templates pre-approved by Meta, managed in Settings → WhatsApp Templates (also reachable via Manage templates): there you create templates, sync their status with Meta and see their category (e.g. MARKETING). Only approved templates can be used in campaigns.

Step 1 · Target

• Recipients: All contacts or a CRM Segment.
• Privacy / Consent: Only contacts with marketing consent (recommended, GDPR-compliant) or All contacts with a valid number.

Step 2 · Template

• Campaign name: a recognisable, internal name. Required.
• Select WhatsApp template: choose an approved template. With the language tabs (IT, EN, FR, ES, DE) a template is chosen for each language; a green dot marks the languages already covered. Each template shows its language and category.
• Preview: on the right, the template rendered as it will appear on WhatsApp (header, text, buttons, with highlighted parameters).

? Screenshot: template selection and preview

Step 3 · Summary and send

The system saves the draft and calculates the estimate: Estimated contacts, Available credit and Remaining daily credit (WhatsApp has a daily message limit). If the WhatsApp number is not configured, or the credit is insufficient, a warning appears and sending stays blocked.

• Send preview: test message to a number, also filling in the template parameter values (to see it with real data).
• Schedule send: future date and time.
• Send now: immediate send, with confirmation.

The list features

Each campaign has a status and the actions depend on it: Draft (Edit, Duplicate, Delete), Scheduled (Duplicate, Cancel schedule), Sent / Error (Duplicate).