> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/whatsapp-campaign.md).

# WhatsApp Campaign

User can create a WhatsApp campaign in CRM

To create a WhatsApp campaign

Go to CRM

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FK9pAZUGrffWTfZHQMcgF%2Fimage.png?alt=media&amp;token=eed6bdc0-973b-4430-a90f-bf3009c7d18d" alt=""><figcaption></figcaption></figure>

In CRM click on the Marketing and go to Campaign

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FQj9ULqERd7s6H3KuhF4K%2Fimage.png?alt=media&amp;token=3c24115d-ecb0-4ef8-91b3-4810fe0370f1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FoPR7QIGi9MfAJMrWq03p%2Fimage.png?alt=media&amp;token=27c84800-c436-40e8-b0f3-f832121ae181" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FkA7w8mqumh6mCBYFrz9T%2Fimage.avif?alt=media&amp;token=cc8d8fe4-a791-4e11-88a4-2e7dc7f8ddd3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Feq66E05pbWLtMIGf7e5K%2Fimage.avif?alt=media&amp;token=02452032-fd71-4416-b9ee-a984ae5956e6" alt=""><figcaption></figcaption></figure>

View the added template

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FZI4IYxA0uOE4QiLbJwbJ%2Fimage.avif?alt=media&amp;token=2e47302d-71f2-4715-ad61-f0f0ebd7e7dc" alt=""><figcaption></figcaption></figure>

Go to send

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FdO7XLdyrhLrTKMoNJX6R%2Fimage.avif?alt=media&amp;token=f3f46905-80d7-4d18-b7d0-b0f8d34b82d7" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FLFXCSbpseP45ksWh8SK1%2Fimage.avif?alt=media&amp;token=61cdf7d2-3855-4d54-9e7b-2ebe6121e8e3" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FMBAwh3Gwczr21JgxeFrm%2Fimage.avif?alt=media&amp;token=c823aa5b-9b7e-42dc-949e-9bf9339c0d9f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FFJXcWMBo7JkL9jKTjI7l%2Fimage.png?alt=media&amp;token=2228c0b2-b289-44da-bb50-9f49b7dce062" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FaE0RBJ6qHmjLNlpnIySC%2Fimage.avif?alt=media&amp;token=9e279de0-e22d-4db1-a40b-a237a143adcf" alt=""><figcaption></figcaption></figure>

To execute the draft of a campaign click on edit option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FtGjIzpTGcGu9a7qgfEbM%2Fimage.png?alt=media&amp;token=ea6b4539-cab1-4958-9d7a-49167f0fc7da" alt=""><figcaption></figcaption></figure>

Click on the send to execute the campaign

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FSqIBAtXDyZMA0EhEkIXP%2Fimage.avif?alt=media&amp;token=2c6736c7-88c9-4391-8354-97d7b3b423f1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqphFqhUbAks3qHcmjqD4%2Fimage.png?alt=media&amp;token=55f1d9e1-31af-4c72-9a75-4d90c195c8a6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F897P3tbBJZCmUbIfJOPf%2Fimage.png?alt=media&amp;token=6056e29a-17d1-4395-9995-3fee1011603d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F09gVjJmzY9LZS6Ynuf7N%2Fimage.png?alt=media&amp;token=76035e10-073e-4c9f-8aa3-73bb55fce26b" alt=""><figcaption></figcaption></figure>

Last updated 16 December 2025
