WhatsApp campaign creation: Step-by-Step
The Channels / WhatsApp tab in Meiro lets you send personalized WhatsApp messages to targeted customer segments using pre-approved templates and dynamic data from customer profiles.
This guide walks you through the full process of creating and launching a WhatsApp campaign — from setting up the content to choosing your audience and scheduling delivery.
Creating a WhatsApp Campaign
Clicking on the “Create WhatsApp campaign” button at the top of the WhatsApp tab will open the campaign setup screen. From here, you can configure the content of your WhatsApp message, select an audience, and define delivery rules.
Click on the Create WhatsApp campaign button in the Channels / WhatsApp section. A new window will open with two tabs: Content and Activation.
Content Tab
This is where you define the structure and content of your WhatsApp message.
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Name (required) |
The name of the campaign that will appear in the list of WhatsApp campaigns. |
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WhatsApp Account (required) |
Select one of the registered WhatsApp Business accounts. If only one account is connected, it is selected automatically, and this field will be disabled. |
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WhatsApp Template (required) |
Select the pre-approved template you'd like to use for the campaign. Remember: Templates cannot be edited in Meiro. If you need to change the content, create and approve a new template in your WhatsApp Business account. |
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Header (optional) |
The header is the top part of your WhatsApp message and can include personalized text, images, or documents.
Warning: If you use text in the header, it must stay within the 60-character limit — including any personalization variables (like |
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Body (required) |
This is the main text of your WhatsApp message. It can include dynamic placeholders like You can:
Always set default values for optional data to avoid message delivery failures. |
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Button (optional) |
Buttons can be added to your message to make it easier for users to respond or take action. WhatsApp supports two types of buttons:
Call-to-action (CTA):
Quick-reply buttons:
Limits:
If you're using personalized links in a button, make sure to provide fallback/default values so the message doesn’t fail to send. |
Previewing the Message
On the right-hand side of the screen, you’ll see a live preview of your WhatsApp message. This preview shows how the final message will appear to the recipient, using example data to simulate personalization.
Use the toggle at the top of the preview to switch between:
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Preview – Shows the message as it will appear with filled-in data.
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Parameters – Displays the original message with raw placeholders (e.g.,
{{1}},{{customer_name}}).
This feature allows you to verify the layout, wording, and personalization before testing or sending.
Use default values in parameters (e.g., {{customer_name | default: "there"}}) to avoid rendering issues if a value is missing.
Testing WhatsApp Messages
To test your WhatsApp campaign, you must first click the Save button at the top of the page. Once your campaign is saved, you can proceed with testing.
Testing Options
You can test your WhatsApp message in several ways:
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Send a test message to your phone number or a colleague’s to check how the content looks in the WhatsApp app.
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Use profile attributes to ensure that personalized values are populated correctly (e.g., name, booking link).
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Check that dynamic links are functional.
To start testing, fill in the following fields:
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Send test to |
Enter a valid phone number including the country code. The number must be in international format, starting with
Make sure this number has already opted in to receive WhatsApp messages; otherwise, the test message will not be delivered. |
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Profile ID |
Enter the ID of any customer profile stored in your CDP. The system will use this profile’s data (e.g., name, order number, etc.) to personalize the test message. You can find the profile ID in the URL when viewing a customer’s profile in Meiro. |
WhatsApp Template Consistency Statuses in Campaigns
When managing a WhatsApp campaign in Meiro, the system checks whether your campaign’s template matches the version stored in WhatsApp Business Manager.
If the template has been changed, removed, rejected, or is still awaiting approval, Meiro will display a status banner to let you know what’s wrong and how to fix it.
Yellow Banner Statuses (Non-blocking or Informational)
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Template pending approval
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The template is awaiting WhatsApp’s approval.
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Messages cannot be sent until approval is complete.
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Template updated – inconsistent with campaign (parameter removed)
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A parameter was removed from the template. The corresponding field is removed from the campaign form.
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Action: Simply save the campaign to remove the banner.
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You can still send tests, activate campaigns, and deliver messages because the parameter is omitted during activation.
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Red Banner Statuses (Blocking — must be fixed)
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Template updated – inconsistent with campaign (parameter added)
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A parameter was added to the template, so the campaign is missing a required value.
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Missing or changed fields are highlighted in the form.
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Action: Fill in the missing value and save the campaign.
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Template rejected
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The template was rejected in WhatsApp Business Manager.
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Action: Retry the approval process in WhatsApp.
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Recommended: Remove campaign schedules until approval is complete.
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Template deleted
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The template no longer exists in WhatsApp Business Manager.
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You cannot edit the campaign content.
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Action: Copy or delete the campaign. If keeping it, remove all schedules.
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Activate Your Campaign
Once your WhatsApp message content is ready and tested, you’re just one step away from launching it. In the Activation tab, you’ll define how and when your message should be delivered — including segment selection, frequency rules, and scheduling.
Learn more: Activating a WhatsApp Campaign – Step-by-Step
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