HelloSend's WhatsApp Campaign feature allows you to easily create and send targeted WhatsApp messages to your CRM contacts. Whether it's for promotions, updates, or customer follow-ups, WhatsApp campaigns help you boost engagement, personalize outreach, and scale communication with ease.
Why Use WhatsApp Campaigns in HelloSend?
- Personalized Messaging with dynamic CRM placeholders (e.g., {FirstName}, {Phone})
- CRM Segmentation to target specific contact lists or filtered groups
- Time-Saving Templates for reusable, pre-approved WhatsApp messages
- Automated Scheduling to send messages at the perfect time
Supported Integrations
Supported Channels
🛠 Step-by-Step Guide to Create a WhatsApp Campaign
1Start a New Campaign
- Log in to HelloSend
- Go to Messaging → Campaign
- Click on Create Campaign and select WhatsApp
2Enter Campaign Details
- Provide a friendly campaign name for easy identification.
- Select the WhatsApp-enabled number that will be used to send messages.
- Choose the relevant CRM module where this campaign will be applied (Leads, Deals, Contacts, Accounts, etc.).
- Map the appropriate phone fields from your CRM to ensure accurate message delivery.
Note: HelloSend supports CSV import, allowing you to upload contacts in bulk for your WhatsApp campaign.
🎯 Apply Filters to Segment Your Audience
Use filters to narrow down your audience for more targeted messaging:
- Created Date – Contacts added after a specific date
- Last Contacted – Reach out to recently engaged leads
- Last Purchase Date – Retarget recent buyers or lapsed customers
Filtering boosts conversions by targeting the right audience with the right message.
Message Content
- If a WhatsApp template is available, select and use it for the campaign.
- If no template is selected, type your custom WhatsApp message.
Note: Ensure your message complies with WhatsApp's template guidelines if required.
3Choose Delivery Options
HelloSend provides two delivery options based on your scheduling needs:
Immediate Delivery
- Sends the WhatsApp campaign instantly to the selected recipients.
- Ideal for time-sensitive messages, flash sales, or urgent updates.
- Ensures immediate delivery and engagement.
Custom Date Delivery
- Allows you to schedule the WhatsApp campaign for a specific date and time.
- Useful for planned promotions, event reminders, or automated follow-ups.
- Helps optimize delivery timing for better response rates.
Launch Campaign
Once everything is set, click the Launch button to send the campaign.
4Monitor Your Campaign (Overview)
After launching, you'll be redirected to the Overview page to track campaign performance.
How to Track Your Campaign
Click on the campaign name to view detailed analytics such as delivery status, responses, and engagement rates.
Key Metrics in WhatsApp Campaign Monitoring
- Total Planned – The total number of recipients targeted for the campaign.
- In Progress – Messages currently being processed and sent.
- Awaiting Status – Messages that are queued and waiting for an update.
- Delivered – The number of WhatsApp messages successfully delivered.
- Failure – Messages that failed due to invalid numbers, network issues, or other errors.
- Skipped – Contacts excluded from the campaign due to filters, opt-outs, or duplicate entries.
Campaign Logs give you a detailed report of every message sent through your WhatsApp campaign. These logs help you track delivery status, troubleshoot failures, and monitor overall campaign performance in real-time.
🎯 Benefits of WhatsApp Campaigns in HelloSend
1. Personalized Messaging at Scale
Send tailored messages using dynamic CRM fields (like {FirstName}, {Company}), making every customer feel like it's a one-on-one conversation.
2. Higher Engagement Rates
WhatsApp has high open and response rates compared to traditional channels like email or SMS — leading to faster customer interactions.
3. Boosted Conversions
By targeting the right audience segments with relevant messages, campaigns help drive more responses, leads, and sales.
4. CRM Integration
Directly connect with leads or customers from your CRM (Zoho, etc.), making your campaigns smarter and more contextual.
5. Automation & Scheduling
Schedule campaigns in advance for planned promotions, reminders, and follow-ups — no manual effort needed.
6. Real-Time Campaign Tracking
Monitor delivery, engagement, and reply metrics to understand performance and improve future campaigns.
7. Reusable Templates
Save time by using pre-approved WhatsApp templates, especially for recurring campaigns or updates.
8. Improved Customer Experience
Deliver timely, relevant messages where your customers already are — on WhatsApp — leading to better relationships and brand trust.
Conclusion
HelloSend's WhatsApp Campaign feature transforms how businesses communicate with their customers by combining the power of personalized messaging with the convenience of CRM integration. With easy-to-use templates, advanced filtering options, and real-time analytics, you can create targeted campaigns that drive engagement and boost conversions. By analyzing these metrics, you can optimize future campaigns and improve engagement rates. 🚀
