# WhatsApp Campaign

User can create a WhatsApp campaign in CRM

To create a WhatsApp campaign

Go to CRM

<figure><img src="/files/RrAQni8C8LzF9MlhlkJg" alt=""><figcaption></figcaption></figure>

In CRM click on the Marketing and go to Campaign

<figure><img src="/files/cBYR6BiE0OJinqdicWUC" alt=""><figcaption></figcaption></figure>

On the campaign page click on the +Campaign to create a new campaign

<figure><img src="/files/p0ozZ6ZhVtL7ipZfJKzR" alt=""><figcaption></figcaption></figure>

Add the campaign name and select the template from the list as per the requirement

<figure><img src="/files/FZQLkbGlNdiYuY6Rbwp2" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cQiMCexVUadiIb2IlFwF" alt=""><figcaption></figcaption></figure>

View the added template

<figure><img src="/files/MxvwXzfbZmfSquKvL1b0" alt=""><figcaption></figcaption></figure>

Go to send

<figure><img src="/files/j575e84LtMJPjrczET4H" alt=""><figcaption></figcaption></figure>

On this page select the entity and the CRM list for which a WhatsApp campaign will be execute.

In estimate recipient user can check the total no. of recipient

<figure><img src="/files/caHjiI2QVMuwzuUb9G8b" alt=""><figcaption></figcaption></figure>

Click on the Save, a pop up will show, click on the Ok and a WhatsApp campaign will be saved in the list of campaign with the status draft

<figure><img src="/files/bZNek1ClEa5VBZxXQZhc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/UyKxAKVN6nV4oxUt2Zb3" alt=""><figcaption></figcaption></figure>

User can execute the campaign after saving the campaign, click on the send to execute the campaign

<figure><img src="/files/F0IctqXerMDf2fudVAVQ" alt=""><figcaption></figcaption></figure>

To execute the draft of a campaign click on edit option

<figure><img src="/files/fVt3H9GOv6CC2HRjq2uD" alt=""><figcaption></figcaption></figure>

Click on the send to execute the campaign

<figure><img src="/files/PPC8UGkJmGVUbq5VJ5XI" alt=""><figcaption></figcaption></figure>

A confirmation pop up will show, click on the ok and the campaign will be executed

<figure><img src="/files/XPRmzCtypMfSZWt50E0d" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cu6PTa3YKATDMIhyqjLC" alt=""><figcaption></figcaption></figure>

Once the campaign executed user cannot edit the campaign but delete it

<figure><img src="/files/IRi3H6pPYlAHiepZGhlM" alt=""><figcaption></figcaption></figure>

Last updated 16 December 2025


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