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.