How to Create a WhatsApp Campaign

WhatsApp & Messaging

Create a WhatsApp campaign in UpBlick when you want to send the same approved marketing message to a selected audience from one business location. You start by choosing a campaign template, then fill in the campaign details and preview the final message before sending.

Before you start

• Select the correct business location.
• Make sure WhatsApp is connected for that location.
• Use a campaign template that matches the type of message you want to send.
• Send only to customers who have agreed to receive WhatsApp communication.
• Prepare any header image or message copy you want to include.

Step 1: Open the WhatsApp campaign templates

1. Open Campaigns from the sidebar.
2. Select WhatsApp.
3. Review the available campaign templates.
4. Use the All, Image, and Text tabs to narrow the list.
5. Use the language menu if you want to switch template language.

This page helps you choose the campaign format before you move into the send flow.

Step 2: Choose the template you want to use

Review each available template card carefully. In the campaign template list, you can usually compare:

• The template name
• The language
• Whether the template is image-based or text-based
• The general message structure shown in the preview

Select Send Campaign on the template you want to use.

Step 3: Fill in the campaign details

After choosing a template, UpBlick opens the campaign form. On this screen, fill in the required details:

1. Enter a clear Campaign Name.
2. Select the Audience.
3. Upload a Header Image if the template uses one.
4. Add your custom message text, such as Message Line 1.
5. Review the right-hand preview before sending.

Step 4: Review the preview before sending

The message preview is important because it shows what the customer experience should look like. Check that:

• The campaign name is correct for internal tracking.
• The audience matches the customer group you intend to contact.
• The header image looks right.
• The custom message text reads clearly.
• The selected location is still correct.

Step 5: Choose whether to send now or schedule later

On the campaign form, choose the sending option that fits your plan:

• Send Now if you want the campaign to start immediately.
• Schedule if you want to choose a later time.

If you choose to schedule it, finish the timing setup before confirming the campaign.

Best practices

• Use a campaign name your team can understand later.
• Keep the custom message short and easy to read on mobile.
• Use an image only when it supports the message clearly.
• Preview the message before every send, even when using a familiar template.
• Double-check the audience and consent status before launching the campaign.

Troubleshooting

Frequently asked questions

Can I preview the campaign before sending it?

Yes. UpBlick shows a live message preview on the campaign form so you can review the final message before sending or scheduling it.

Can I create a campaign without an image?

Yes, if you choose a text-based template. Use the template tabs to select the format that fits your message.

Should I send the campaign immediately?

Only if the audience, template, and content are all ready. If not, use the schedule option so you can send it at a better time.