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
Here is your step-by-step guide to creating and sending a WhatsApp Campaign using HelloSend. This allows you to send personalized, targeted messages to your CRM contacts — all from one place.
🛠 Step-by-Step Guide to Create a WhatsApp Campaign
Step 1: Start a New Campaign
- Log in to HelloSend
- Go to Messaging > Campaign
- Click on Create Campaign and select WhatsApp
Step 2: Enter 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 helps improve conversions by targeting the right people with the right message at the right time.
Message Content
- If a WhatsApp template is available, select and use it for the campaign.
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Note: Ensure your message complies with WhatsApp's template guidelines if required.
- If no template is selected, type your custom WhatsApp message.
Step 3: Choose 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.
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Step 4: Monitor 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.
By targeting the right audience segments with relevant messages, campaigns help drive more responses, leads, and sales.
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.
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.
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By analyzing these metrics, you can optimize future campaigns and improve engagement rates. 🚀
Need help? Reach out to
assist@hellosend.com
