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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.

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Click on the Create WhatsApp campaign button in the Channels / WhatsApp section. A new window will open with two tabs: Content and Activation.

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Content Tab

This is where you define the structure and content of your WhatsApp message.

Name

(required)

The name of the campaign that will appear in the list of WhatsApp campaigns.

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.

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.

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 {{offer_coupon}}) and the values they get replaced with (e.g., BLACKFRIDAY_25).

Example:
✅ Your offer code is {{offer_coupon}}.
→ Leaves enough room for the value.

❌ Enjoy our amazing offer today:  {{offer_coupon}}. → Already 60 characters before replacing the variable.

To avoid delivery errors, keep the header text short and leave space for the personalized value.

Body

(required)

This is the main text of your WhatsApp message. It can include dynamic placeholders like {{1}}, {{2}}, etc., which are replaced with real customer data when the message is sent.

You can:

  • Use the attribute picker to search for and select specific attributes for personalization.

  • Use LiquidJS syntax to define fallback values, for example:
    {{customer_name | default: "there"}} → “Hi there” if the name is missing.

Always set default values for optional data to avoid message delivery failures.

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):
Examples: “Visit Website”, “Call Support”
These buttons can:

Quick-reply buttons:
Examples: “Yes”, “No”, “Reschedule”
These let users respond with a single tap.

 

Limits:

  • You can add up to 2 CTA buttons or up to 3 quick-reply buttons per message.

  • CTA buttons must be defined in the template in advance and cannot be changed dynamically.

If you're using personalized links in a button, make sure to provide fallback/default values so the message doesn’t fail to send.

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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:

  • Preview – Shows the message as it will appear with filled-in data.

  • 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:

  • Send a test message to your phone number or a colleague’s to check how the content looks in the WhatsApp app.

  • Use profile attributes to ensure that personalized values are populated correctly (e.g., name, booking link).

  • 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 + or 00 (e.g., +65 9123 4567 or 0065 9123 4567).

 

Make sure this number has already opted in to receive WhatsApp messages; otherwise, the test message will not be delivered.

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.

Activate Your Campaign

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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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