ePrivacy and GPDR Cookie Consent by Cookie Consent Skip to main content

Activating a WhatsApp Campaign: Step-by-Step

Once you’ve configured the content of your WhatsApp campaign, you’re ready to activate it. This section guides you through setting frequency limits, selecting your target segment, scheduling delivery, and monitoring activation history.

Set Frequency Rules

Specify how often your WhatsApp messages can be sent to the same phone number using frequency caps. The default local frequency cap follows the global limits, but you can customize this.

Local Frequency Cap

image.png

Define how often users can receive messages from this specific campaign:

  • Enter the maximum number of messages per phone number

  • Choose the period (e.g., 1 time per 1 day)

This helps prevent over-messaging and respects user experience.

Ignore Global Frequency Cap

ignore.gif

You may choose to bypass global limits by checking Ignore global frequency cap. This is helpful for critical or transactional messages (e.g., OTPs or system alerts).

  • Campaigns ignoring the global cap display a lightning icon (⚡)

image.png

  • If local limits are less strict than global ones, a warning icon (⚠️) appears in the campaign list

image.png

Learn more: Global Frequency Cap Settings

Select Audience Segments

In order to send a WhatsApp campaign, you must select one or more customer segments using the dropdown. Segments must be created in advance in the Segments tab.

segments.gif

If you wish to send the same campaign to different groups, click Add sending batch. This allows you to manage timing and targeting separately for each batch.

batches.gif

If a customer profile appears in multiple batches, they may receive the same campaign more than once. To avoid repetition, use frequency capping to control delivery limits.

Remember: Duplicate profiles within the same batch are automatically filtered to ensure each recipient receives the message only once.

Learn more: about segmentation in WhatsApp campaigns.

Define the Campaign Schedule

After selecting your segment(s), you can choose when your campaign should be delivered:

image.png

One-Time Schedule

Send the campaign once at a specific DateTime (UTC). This is best for one-time promotions, reminders, or seasonal offers.

image.png

Upcoming schedules are shown in orange, past executions are shown in grey.

image.png  

image.png

Recurring Schedule

Set up your campaign to repeat automatically (e.g., daily, hourly). You can configure:

schedule.gif

  • Repeat interval (minutes, hours, days)

  • Start and end dates

  • Fixed time

Each segment batch has its own independent recurrence. At each interval, only profiles matching the segment conditions at that time will be included.

Time is scheduled and executed in UTC.

Sending the Campaign Immediately

image.png

To trigger the campaign right away, use the Send now button. This will immediately deliver the message to the selected segment.

This is useful for urgent communications or manual one-time sends.

Activation History

The Activation history panel logs all WhatsApp campaign executions from the last 30 days. You’ll see:

  • Segment name

  • Triggering user
  • Execution time

  • Status: waiting, running, error, or finished

image.png

This view helps you audit and troubleshoot your activations.

Warning: If a required attribute is removed or hidden after the campaign is created, it may cause the campaign to fail during activation. Ensure all attributes remain available before launching.

No Comments
Back to top