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Help CenterCampaigns & BroadcastsCreating Your First Campaign
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Creating Your First Campaign

Campaigns allow you to send bulk WhatsApp messages to your contacts using pre-approved message templates. Chatofy's campaign engine uses a two-stage queue system for reliable delivery at scale.

Step 1: Prerequisites

  • At least one approved WhatsApp message template
  • Contacts with valid phone numbers in your directory
  • Sufficient plan quota for the number of messages you plan to send

Step 2: Create a Campaign

  1. Navigate to Campaigns from the sidebar
  2. Click "Create Campaign"
  3. Enter a campaign name and select your verified WhatsApp sender phone number
  4. Select the approved WhatsApp message template to use
  5. Media Header Attachment: If your selected template contains an IMAGE, VIDEO, or DOCUMENT header, Chatofy will auto-populate the template's approved sample media. You can also upload a custom campaign media file (JPG/PNG up to 5MB, MP4 up to 16MB, PDF up to 50MB) or provide a public HTTPS URL. For PDF documents, you may specify a custom recipient-facing filename.
  6. Template Variable Mapping: Map any dynamic text placeholders ({{1}}, {{2}}) to contact fields or enter custom static text.
  7. Choose your target audience (all contacts, specific tags, or retargeting previous broadcast outcomes)
  8. Set the schedule (send immediately or select a future date and time in IST)

Step 3: Review and Launch

Review the campaign summary showing the number of recipients, template preview, and scheduled time. Campaigns are created in Draft status, giving you a chance to review before sending. Click "Send" to queue the campaign for delivery.

Campaign Lifecycle

  • Draft — Campaign created but not yet sent
  • Queued — Campaign is in the dispatch queue
  • Sending — Messages are being delivered
  • Completed — All messages processed
  • Cancelled — Campaign was stopped before completion

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Targeting Contacts with Tags

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Scheduling Campaigns in Advance

Schedule campaigns for future delivery and manage timezone preferences.

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