WhatsApp has become one of the most powerful marketing channels for businesses worldwide. With over 2,5 billion users and a 98% open rate, a well-executed WhatsApp campaign can significantly boost engagement, conversions, and customer relationships.
If you're wondering how to create a WhatsApp campaign, you've come to the right place. This guide will take you through everything you need to know—from setting up your WhatsApp Business API to running successful WhatsApp marketing campaigns that drive real results.
Table of Content
What is a WhatsApp Campaign?
Step-by-Step Guide to Creating a WhatsApp Campaign
Best Practices for a Successful WhatsApp Campaign
Start Your WhatsApp Campaign with AiSensy
FAQs
What is a WhatsApp Campaign?
A WhatsApp campaign is a strategic marketing initiative where businesses use WhatsApp to send promotional messages, updates, and interactive content to their audience. These campaigns can be used for various purposes, including:
- Product promotions
- Discount and offers
- Event reminders
- Lead nurturing
- Customer support automation
With tools like AiSensy, you can automate your WhatsApp campaigns, segment your audience, and track performance for better results.
Step-by-Step Guide to Creating a WhatsApp Campaign
Step 1: Set Up WhatsApp Business API
To run a WhatsApp campaign, you need to use the WhatsApp Business API, as the regular WhatsApp Business app does not support mass messaging or automation.
Steps to get WhatsApp Business API:
1. Choose a WhatsApp Business Solution Provider (BSP): WhatsApp API is not directly available to businesses. You must use an official provider like AiSensy to get access.
2. Complete Business Verification: Facebook (Meta) requires businesses to verify their identity before using the API.
3. Set Up a WhatsApp Business Account: Register your phone number and create a branded business profile.
4. Get Message Templates Approved: WhatsApp requires pre-approved message templates for outbound messaging to customers.
AiSensy simplifies this process and helps businesses get API access smoothly:
- Free WhatsApp Setup: A dedicated team ready to help, ensuring a smooth onboarding experience.
- Free ₹500 Ad Credits Included: Receive ₹500 worth of Meta Ad Credits to run Click-to-WhatsApp ads on Instagram and Facebook
- Free Forever Plan: Choose from our various plans or opt to stay free forever.
- Seamless Integration: Easily integrate with third-party tools such as CRM systems and payment portals.
Step 2: Build Your Contact List
Unlike SMS or email marketing, WhatsApp campaigns require opt-in from users. That means you can only message customers who have given consent.
Ensure your opt-in process aligns with WhatsApp’s guidelines, clearly stating what kind of messages users can expect.
Ways to collect WhatsApp opt-ins:
- Website pop-ups & forms
- Click-to-WhatsApp ads on Facebook & Instagram
- QR codes on packaging, flyers, or stores
- WhatsApp chat links on emails & social media
- Automated opt-in messages via chatbots
Step 3: Create Your WhatsApp Campaign Message
Your campaign message should be clear, engaging, and action-driven. Keep your messages clear and concise. Start with a friendly greeting, get straight to the point, and end with a clear call to action (CTA).
Need a hand? Check out our guide: How to Craft Engaging Copies for an Effective WhatsApp Marketing Campaign?
WhatsApp allows multiple message formats, including:
- Text message
- Images, videos, and GIFs
- Interactive buttons & quick replies
- Documents (PDFs, invoices, catalogs, etc.)
Example of a WhatsApp Campaign Message:
👉 Promotion Message:
_"Hey [Name]! 🚀 Limited-time offer just for you! Get 20% OFF on our latest [Product]. Grab yours now before the deal expires!_
[🛍 Shop Now](https://yourwebsite.com)"
👉 Event Reminder:
"Hi [Name], we’re excited to see you at [Event Name]! 🎉 Mark your calendar for [Date & Time]. Tap below to set a reminder or ask questions!"
[🔔 Set Reminder] [📞 Contact Us]
👉 Delivery Tracking Message:
"Hello [Name], your order #[Order Number] has been shipped and is on its way! 🚚 Track your delivery in real-time using the link below:
[🔗 Track Your Order](https://yourwebsite.com)"
Step 4: Segment Your Audience
Personalization increases engagement. Instead of sending mass messages to all users, segment your audience based on:
- Past purchases
- User interests
- Location
- Engagement history
- Cart abandonment
AiSensy allows you to create audience segments and send personalized campaigns for better performance.
Step 5: Schedule & Automate Your WhatsApp Campaign
Automation saves time and ensures messages are sent at the right moment. With AiSensy, you can:
- Schedule broadcasts in advance
- Send WhatsApp drip campaigns to nurture leads over time
- Trigger messages based on user actions (e.g., cart abandonment, sign-ups, etc.)
📚 Related article: How to send a WhatsApp Broadcast with AiSensy?
Step 6: Analyze & Optimize Performance
Tracking campaign performance helps you refine your WhatsApp marketing strategy. Key metrics to monitor include:
- Message delivery & read rates
- Click-through rates (CTR)
- Response rates
- Conversion rates
AiSensy’s analytics dashboard provides insights into user engagement, helping you tweak campaigns for better results.
Best Practices for a Successful WhatsApp Campaign
✅ Follow WhatsApp’s Guidelines: Always get user consent and avoid spammy messages.
✅ Keep Messages Concise: WhatsApp users prefer short, engaging messages.
✅ Use Multimedia Creatively: Images, videos, and buttons increase engagement.
✅ Personalize Messages: Address users by name and tailor content based on their preferences.
✅ Test & Optimize: A/B test different messages and strategies to see what works best.
Start Your WhatsApp Campaign with AiSensy
Running a WhatsApp campaign doesn’t have to be complicated. With AiSensy, you can automate your campaigns, create interactive messages, and track results—all in one place.
🚀 Sign up for AiSensy today and launch your first WhatsApp campaign in minutes!
FAQs
To create a campaign in WhatsApp, you can use tools like AiSensy, which is a WhatsApp marketing platform. Follow these steps: Sign Up/Log In: Create an account on AiSensy or log in if you already have one. Connect WhatsApp Business Account: Link your WhatsApp Business API to AiSensy. Create a Campaign: Go to the Campaigns section, click on Create Campaign and Choose the type of campaign. Select the audience. Schedule or send immediately. Analyze & Optimize Performance.
The WhatsApp Business App is designed for small businesses and allows only one user per account with limited automation. In contrast, the WhatsApp Business API is for medium and large businesses, supporting multi-user access, automation, CRM integrations, and bulk messaging capabilities. However, businesses need an API provider to access and manage the API.
A WhatsApp campaign is a strategic marketing initiative where businesses send promotional messages, updates, or interactive content to their audience via WhatsApp. The benefits include high engagement, personalization, automation, and improved customer relationships.
Getting started with AiSensy is simple: 1) Sign up on the AiSensy website. 2) Apply for WhatsApp Business API via the AiSensy dashboard. 3) Verify your business and connect your Facebook Business Manager. 4) Set up automation using the no-code chatbot builder. 5) Import contacts & start messaging with bulk broadcasts and personalized campaigns.
You can collect opt-ins through website forms and pop-ups, click-to-WhatsApp ads, QR codes, social media & emails, and chatbots.