✏️Create a campaign
Walk through the four-step wizard to create a WhatsApp campaign: set up your campaign details, configure the send schedule, upload your contact file, and map your template variables.
Creating a campaign takes four steps. Each step saves automatically so you can pick up where you left off at any time.
Navigate to Campaigns
In the left sidebar, click Campaigns. Then click Create campaign in the top-right corner.
Step 1 — Basic Data
This step defines the identity of your campaign and links it to a WhatsApp channel and message template.
1. Enter a Campaign Name. This name is only visible to your team — contacts never see it.
2. Optionally fill in the Campaign Objective (up to 500 characters). Use this to describe the goal of the campaign for your team's reference.
3. Select a Channel — the WhatsApp number that will send the messages.
4. Select a Template — the approved WhatsApp message template to send. Only templates with Approved status appear in this list.
Templates must be approved in your Meta Business Manager before they appear here. If the list is empty, check that your channel has approved templates linked to it.
5. Click Save and continue.
Step 2 — Schedule Your Campaign
This step defines when your campaign is allowed to send messages.
1. Set a Start date (required). The campaign will not dispatch any messages before this date.
2. Set an End date (optional). If left empty, the campaign runs for one year from the start date.
3. Choose Contact days — when messages can be sent:
Every day — dispatch runs seven days a week.
Weekdays — dispatch runs Monday to Friday only.
Custom — enable specific days of the week.
4. Select the Time zone for the campaign. All send windows are evaluated in this time zone.
5. For each active day, set one or more time slots (start time – end time). Messages will only be sent during these windows.
If the campaign is running and reaches a point outside all configured windows, it pauses automatically and resumes when the next window opens. No contacts are skipped.
6. Review the Campaign summary at the bottom of the form, then click Save and continue.
Step 3 — Upload a File
Upload a CSV or XLSX file containing your contacts. Each row in the file represents one contact.
1. Click the upload area or drag and drop your file. Accepted formats: CSV, XLSX. Maximum size: 5 MB.
2. Your file must include a phone_number column. A name column is recommended. Any additional columns can be mapped to template or conversation variables in the next step.
3. Click Download template to get a ready-to-fill CSV with the correct headers.
You can click Skip to save the campaign as a draft and upload contacts later from the campaign's Settings tab.
4. After the file uploads, review the import summary (rows received, inserted, duplicates, invalid). Click Save and continue.
Step 4 — Variables Mapping
Map the columns from your file to the variables in your WhatsApp template and to your agent's conversation context.
Template Variables
These map file columns to the dynamic placeholders inside your WhatsApp template — for example, contact_name → the column name in your file.
1. For each template variable, select the matching column from your file using the Columns in your file dropdown.
2. Click Auto-map to let Dapta automatically match template variables to file columns by name.
Conversation Variables
Conversation variables are optional. They pass additional context from your file to your text agent so it can reference that data during reply conversations.
3. For each conversation variable your agent uses, select the matching file column — or leave it as Select column to skip it.
4. Click Finish. Your campaign is created and contacts begin importing immediately.
Once you click Finish, the campaign starts dispatching messages according to your schedule. You can monitor progress from the Conversations tab on the campaign detail page.
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