Skip to content
YepstaYepsta Help Centre

Create and Run WhatsApp Campaigns

WhatsApp Campaign 2.0 is the business-facing workflow for approved-template marketing and bulk communication. Its five steps are Goal, Audience, Message, Review and Launch.

Before you begin

Section titled “Before you begin”
  • Make sure the WhatsApp account is Ready to Send and its approved templates are synced.
  • Record each customer’s WhatsApp marketing preference accurately.
  • Confirm enough notification credits are available when Campaign 2.0 enforcement is enabled.
  • Ask the owner to review quiet hours, frequency caps, opt-out keywords and safety enforcement in WhatsApp Account / Setup.

1. Choose the goal

Section titled “1. Choose the goal”

Select Create Campaign, choose a goal, and enter a campaign name. Goals include filling appointment slots, reactivating customers, promoting a service or offer, birthdays, renewals, products, review requests, announcements, loyalty rewards and a custom campaign.

Choose the sending account and Location Scope. Non-owner users must select a permitted location.

2. Build the audience

Section titled “2. Build the audience”

Available sources are All CRM customers, Selected customers, CRM segment, Manual authorised recipients and CSV declaration. You can refine CRM audiences by inactivity, package expiry, birthday period, tags, customer source, unused balances, completed appointments without feedback or no-show history.

Import authorised recipients from CSV
  1. Choose CSV declaration and upload a CSV or TXT file of no more than 5 MB and 5,000 rows.
  2. Include a phone column such as phone, mobile or whatsapp_number; name and email are optional.
  3. Use a complete mobile number with country code.
  4. Review the imported, added, skipped and total counts.
  5. Check the recipient preview before continuing.

Yepsta normalises supported headers and removes duplicate phone numbers. Missing or invalid numbers are skipped. Imported and manual recipients are matched to CRM consent where possible; when Campaign 2.0 safety is enforced, unknown consent is excluded.

Marketing preference and exclusions

Section titled “Marketing preference and exclusions”

Open a customer profile’s WhatsApp marketing preference to record Unknown, Opted in, Opted out or Suppressed, with the required source or evidence note. Marketing consent is separate from transactional appointment, invoice or order notifications.

The preview separates matched, excluded and eligible recipients. Exclusions can include invalid or duplicate numbers, unknown consent, opt-out or suppression, and safety limits such as frequency or timing rules. Eligibility is checked again immediately before each send, so final counts can change.

3. Choose and map the message

Section titled “3. Choose and map the message”

Choose an approved template belonging to the selected sender and confirm its language. Map each numbered variable to the intended customer, business, location, URL or reward value. Review the WhatsApp preview and correct missing or mismatched values.

Campaign 2.0 sends approved templates; it does not provide a free-form bulk-message composer or media-header mapper.

4. Review, test and schedule

Section titled “4. Review, test and schedule”

Check the matched, excluded and eligible totals and the exclusion summary. A blank schedule sends as soon as you launch; otherwise choose a time in the marketing timezone. The owner’s quiet hours and safety settings still apply.

Use Send Test when permitted. Send only to an authorised number you control and verify the variable output, links and message meaning. A test does not replace the final audience and credit checks.

5. Launch

Section titled “5. Launch”

Review the preflight summary, resolve any blocker, then choose Schedule or Send now and confirm. Yepsta rechecks consent, suppression, safety limits and credits for every recipient before provider sending.

Control a campaign

Section titled “Control a campaign”

Campaign statuses include Draft, Scheduled, Queued, Processing, Paused, Completed, Completed with failures, Failed and Cancelled.

  • Edit or restore a draft; a scheduled campaign can also be edited before processing.
  • Duplicate a campaign when you need a new run with reviewed settings.
  • Pause a scheduled or active run, Resume a paused run, or Cancel before completion.
  • Use retry only for eligible transient or credit-related failures. Yepsta retries retryable failed or skipped recipients, not recipients that already succeeded.

Review delivery and results

Section titled “Review delivery and results”

The campaign detail shows matched, eligible, excluded, sent, delivered, read, failed and conversion KPIs. The delivery funnel can include queued, sent, delivered, read and replied. Conversion reporting can show bookings, completed appointments, store orders, revenue, direct and assisted results; treat these as operational attribution, not proof that one message caused the outcome.

With recipient-view permission, search or filter the latest recipient results and review failure or exclusion reasons. With export permission, download the recipient delivery report and protect it as customer data.

Notification credits are debited per eligible recipient when Campaign 2.0 enforcement and credit checks are active. If no provider message is created, the debit is restored; later delivery failure does not imply a refund.

Last reviewed: