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.