When to use
Use it for notices, promotions and reactivation of contacts you already have in a spreadsheet. Contacts enter the list by CSV file import.This screen requires an active Official WhatsApp integration on the account. See Official WhatsApp.
Create a list
1
Open the screen
In the Service menu, click Mailing Lists and create a new list.
2
Fill in the General section
Enter the List Name and choose the Message Template. Only templates already registered in Message templates appear.
3
Adjust the options
After choosing the template, the fields for owner, automatic lead creation and delay between messages appear (see the table).
4
Save and import the contacts
Save the list and, in the Contacts tab, use Import Contacts.
Import contacts
In the list’s Contacts tab, click Import Contacts and upload the CSV file. Use Download a sample CSV file to see the format.
Each contact has a Name and an Identifier (Phone/Email). After the list is started, it is not possible to add, edit or remove contacts.
Campaign summary
The Campaign Summary block estimates the campaign based on the configured delays:- Completion Time: approximate time to send to all contacts.
- Account Health: assesses the risk of the chosen average interval, from HIGH RISK OF BAN (average interval below 40 seconds) to MODERATE and SAFE (80 seconds or more).
Start and monitor
When editing the list there are the Start Sends, Pause (while the campaign is active) and Update Counters buttons. The Documentation button opens the help. In the listing, each list shows Name, Channel, Integrations, Status, Contacts, Sent and Failures.
Each contact has its own status: Pending, Processing, Sent or Failed. When you hover over a failed contact, the reason appears.
On Official WhatsApp, to talk to someone who has not written in the last 24 hours, you must use a template approved by Meta.
See also
Message templates
Create and approve the templates used in bulk sends.
Official WhatsApp
Connect the number that sends the messages.
Pipeline
Follow the leads generated by replies.