A broad list receives the same message.
Select an audience that matches the purpose of the campaign.
For Marketing Teams
Plan the campaign. Be ready for the replies.
Build an opted-in audience, prepare approved templates, schedule your campaign, and connect customer interest to the team that can respond.
See how the workflow works
- Best for
- Lifecycle, retention, and campaign marketing teams
- Start with
- One audience and one campaign objective
- What becomes clearer
- A response plan behind every send
Is this your day-to-day?
What changes for your team?
Replies arrive without an owner.
Agree who will handle responses before the campaign is sent.
Send volume is mistaken for success.
Review available delivery and reply activity, then record the customer action.
How it works
One request. Four clear steps.
Start with a focused journey, agree who owns each step, and test it before expanding.
- 01
Define the audience
Select contacts with the appropriate messaging permission and relevant interests.
- 02
Prepare the message
Choose an approved template and verify its variables, media, and destination links.
- 03
Launch with a plan
Review the audience, timing, sender, and response ownership before scheduling.
- 04
Follow the replies
Handle responses in the inbox and review available campaign activity.
A customer example
A product announcement that becomes a useful conversation
See what your team collects, who takes responsibility, and how the next action stays connected.
Customer request
“I saw your new collection. Can you share more details?”
- Audience: opted-in customers
- Message: approved announcement template
- Next action: respond to product interest
Illustrative scenario, not a live customer conversation. Actions depend on your configuration.
What your team does next
Campaign response team- 01
Audience reviewed
The team selects a relevant contact group and checks permission.
- 02
Template prepared
Sample variables, media, and links are checked before scheduling.
- 03
Reply handled
A teammate answers the question and records the customer's interest.
The outcome to aim for
A campaign reply has a person and a next action, not just a delivery count.
The tools behind the workflow
What helps you get it done?
How do we prepare a reusable campaign message?
Create a template with clear variables and media, and complete the applicable Meta approval process before sending.
Explore templates and campaignsHow can we plan the audience and links?
Use contact segments and the public planning and campaign-link tools to prepare the send. Estimates are not delivery guarantees.
Open campaign planning toolsHow do we handle customer interest?
Give the response team inbox access and agree assignment and follow-up steps before launch.
Plan campaign handoffsBefore your first live conversation
What do you need to get started?
- 1
Identify an opted-in audience and a clear message purpose.
- 2
Get the template approved and verify its content and links.
- 3
Choose the sender, response owners, and campaign timing.
Live messaging requires a connected WhatsApp Business Account and applicable Meta setup and approvals. Workspace subscriptions and Meta messaging charges are separate. Custom integrations and automation need configuration.
Questions, answered
Make the next decision with confidence.
Practical answers about the workflow, setup, and what is not automatic.
Can I upload a list and message everyone?
A contact list alone is not permission to send. Use contacts with appropriate consent, honour opt-outs, and follow the applicable messaging rules.
Does scheduling guarantee delivery?
No. Delivery depends on template eligibility, recipient availability, account quality, and the messaging platform's controls, among other factors.
Are advertising and messaging charges included?
Your workspace subscription is separate from Meta messaging charges and any advertising spend. Review current pricing and your Meta billing settings.
Will every reply become a qualified lead?
No. Your team or configured workflow reviews intent and decides whether to create or update a lead and what action is appropriate.
Another team involved in the journey?
Your next step
See a workflow built around marketing teams.
Bring your use case, source systems, and team requirements. We can walk through the setup and the next steps.