Before you create a campaign
Make sure you have:- A connected WhatsApp Business Account.
- A WhatsApp number available in the workspace.
- At least one approved template for that number.
- Contacts organized into one or more groups.
- Marketing consent for recipients when sending marketing templates.
Campaign builder
The campaign builder walks through the send setup:- Name — add a clear campaign name.
- Phone — choose the WhatsApp number to send from.
- Template — choose an approved template that can be sent from that number.
- Audience — choose one or more groups.
- Variables — fill template variables when the selected template requires them.
- Schedule — send now or schedule for later.
- Review — confirm the audience, template, variables, and schedule.
Template variables
If a template has variables, Vocily helps you prepare values for the selected group members. Download the campaign variable CSV, fill the values for each contact, then upload it back. The campaign checks that each selected recipient has the required values before the send is created.Media header templates
If the selected template has an image header, Vocily uses the image submitted during template creation as the default. To edit the default image, open WhatsApp → Campaigns → Templates and choose Action → Replace header media. The selected image is used for every recipient in the campaign. For video or document headers, attach the required media asset before moving forward. The same header media is used for every recipient in that campaign.Sending and scheduling
Campaigns can be sent immediately or scheduled for a future time. When a campaign starts, Vocily uses the selected number, approved template, and selected groups to prepare recipient sends. Marketing opt-out state is checked before each marketing send, so opted-out contacts are skipped. Campaigns use approved templates, so template-message charges apply based on the template category. See WhatsApp pricing and charges.Tracking progress
Campaign detail pages show:- Campaign status.
- Recipient progress.
- Sent, delivered, read, failed, and skipped counts.
- Activity history.
- Schedule and timing details.
What’s next
- Build templates in WhatsApp templates.
- Prepare audiences in Contacts and groups.
- Review one-to-one replies in Monitoring and inbox.