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How to Launch a Successful WhatsApp Campaign

How to Create a WhatsApp Campaign

June 23, 2025
Learn how to create and launch an effective WhatsApp campaign using HelloSend. This step-by-step guide covers everything from setup to messaging strategy for better engagement.
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Create WhatsApp Campaigns with HelloSend

HelloSend makes it easy to reach your CRM contacts via WhatsApp for promotions, updates, reminders, or customer follow-ups. Unlike traditional communication tools, WhatsApp offers faster delivery, higher open rates, and more direct engagement — making it the ideal platform for businesses looking to build personal and real-time connections. With HelloSend, you can launch highly targeted WhatsApp campaigns right from within your CRM, saving time while increasing response rates.

Whether you're reaching out to new leads, re-engaging dormant contacts, or sending timely announcements, HelloSend’s WhatsApp Campaign feature helps you do it all — without switching between tools. It combines CRM filters, dynamic message templates, scheduling options, and analytics into one simple workflow. The result? Smarter campaigns, better customer conversations, and higher conversions — all from the WhatsApp number you already use.

✨ Why Use WhatsApp Campaigns?

  • ✅ Dynamic placeholders like {FirstName} for personal touch
  • ✅ CRM segmentation to target the right audience
  • ✅ Reusable templates for quick setup
  • ✅ Schedule messages at the perfect time

Supported Platforms

  • Zoho CRM
  • Pipedrive
  • Microsoft Teams

WhatsApp Types

  • Business WhatsApp
  • Personal WhatsApp

🛠 How to Create a WhatsApp Campaign

1. Start a New Campaign

  • Login to HelloSend
  • Navigate to Messaging → Campaign
  • Click Create Campaign and choose WhatsApp

2. Enter Campaign Details

  • Name your campaign
  • Select a WhatsApp-enabled number
  • Choose the CRM module (Leads, Contacts, etc.)
  • Map phone fields for accurate delivery
  • Or import contacts using a CSV file

🎯 Filter Your Audience

Use filters to refine your target audience:

  • Created Date
  • Last Contacted
  • Last Purchase Date

3. Add Message Content

  • Select a WhatsApp template or write a custom message
  • Ensure your message meets WhatsApp's policy

4. Choose Delivery Options

  • Immediate: Send now for urgent messages
  • Scheduled: Pick date & time for future delivery

5. Launch & Track Your Campaign

Click Launch and go to the Overview page to monitor progress.

📊 Track Key Metrics

  • Total Planned
  • In Progress
  • Delivered
  • Failure
  • Skipped

Use logs to monitor status, troubleshoot issues, and improve future campaigns.

🚀 Key Benefits

  • 📬 Personalized messaging at scale
  • 📈 Higher engagement and conversions
  • 🔁 Reusable templates for recurring updates
  • ⏰ Automation & scheduling
  • 📊 Real-time analytics & performance tracking
  • 🤝 Better customer experience via WhatsApp

🔚 Conclusion

HelloSend’s WhatsApp Campaign feature transforms CRM outreach. With dynamic fields, smart targeting, templates, and analytics — it’s your ultimate tool to message smarter, faster, and at scale.