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How to send a WhatsApp campaign only to the customers it is meant for

In Textra you build an audience with conditions on your customers' data, check how many people it includes, choose the channel and send right away or at a future date and time. Each person receives a message with their own details, and afterwards you see the delivery status of each recipient.

The four steps of a campaign

  1. Choose who gets it

    You combine conditions with "and", "or" and "not" on your contacts' attributes, with the operators =, !=, <, >, <=, >= and "in". Before sending you see the count and a sample of who is included.

  2. Choose the channel

    WhatsApp through Meta's official API, or SMS or email through Twilio.

  3. Choose when it goes out

    You send right away or schedule a future date and time. You can change or cancel it before it goes out.

  4. Define what each person receives

    The message variables are taken from a contact attribute. In WhatsApp templates they can be text, the header image or the cards of a carousel.

A contact file goes through combined conditions and a filter, ending in a preview with the count and a sample.
Before sending, you see how many contacts are in the audience and who they are.

Illustrative example

A campaign from start to finish

  1. A gym has its members loaded with a custom attribute called "plan" and a yes/no attribute called "renews this month".
  2. It builds an audience with "renews this month" equal to yes and "plan" not equal to "free", and checks the count and the sample.
  3. It picks WhatsApp as the channel and a template whose text uses each member's name.
  4. It schedules the send for a future date and time.
  5. Each member receives a message with their own name. Afterwards the gym sees the delivery status of each recipient and the campaign report.
A calendar with one day marked, a clock and a WhatsApp message waiting to go out on that date and time.
You set the date and time, and you can change or cancel it until it goes out.

Frequently asked questions about campaigns

Can I schedule a campaign for later?

Yes. You schedule a future date and time and can change or cancel it before it goes out.

Can I make the campaign repeat every week?

No. Textra has no recurring campaigns: each send is immediate or scheduled for a future date.

How do I know how many people it will reach?

Before sending, the audience preview shows you the count and a sample of the contacts.

Can I tell whether the message arrived?

Yes. You see the delivery status of each recipient and the campaign reports.

Keep reading

Let's build your first campaign

Tell us who you want to write to and we will show you how the campaign would look in Textra.

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