Create a Campaign
To create a campaign in Flovoo, open the Campaigns page and select New Campaign, then enter the campaign name and choose a WhatsApp channel and an approved template. Next, set the audience with filters or a saved segment, review the send summary and message preview, then confirm sending. Sending starts as soon as you confirm and cannot be undone.
5 min readBy the Flovoo team
Campaigns in Flovoo let you send a WhatsApp message to a group of contacts at once using an approved WhatsApp template.
You can choose the channel and template, then choose the audience you want to reach using filters or a saved segment, and review the sending details before confirming the campaign.
Before You Start
Make sure the following are ready before creating the campaign:
- A WhatsApp channel available for sending.
- An approved WhatsApp template.
- The audience you want to reach, using filters or a saved segment.
- A completed WhatsApp account setup and the payment method required for sending.
To learn more about templates, see What Are WhatsApp Message Templates?.
Create a New Campaign
To start creating a campaign:
- Open the Campaigns page.
- Select New Campaign.
The campaign starts on the Setup page, where you prepare the campaign's basic information before moving on to choosing the audience.
Set Up the Campaign
In the Setup step, enter the campaign's basic information:
- Campaign Name: Enter a name that makes it easy to recognize the campaign and follow it later from the Campaigns page.
- Sending Channel: Choose the WhatsApp channel you want to send the campaign from.
- Message Template: After choosing the sending channel, choose the WhatsApp template you want to use in the campaign. Flovoo shows the selected template, and you can review the message content in Message Preview.
- Delivery Time: Set when the campaign is sent. Currently, the available option is Send Now, which sends the campaign as soon as you confirm it. Schedule for Later appears in the interface but is not available yet.
When you finish setting up this information, select Next to move on to choosing the campaign audience.
Choose the Campaign Audience
In the Audience step, you can set the contacts you want to send the campaign to using one of two available methods.
Choose with Filters
Select Pick with Filters to set the audience using contacts and filters. You can:
- Search for contacts by name or phone number.
- Use filters to set a specific group of contacts.
- Select the contacts you want to send the campaign to.
- Exclude contacts from the selected audience.
- Use Select All to select the visible contacts.
- Use Columns to customize the visible columns in the contacts table.
After you set the audience, Flovoo shows the send summary in the Send Summary section, including the number of recipients, the channel, the template, and the sending time.
Use a Saved Segment
If you created a segment before, select Use a Saved Segment, then search for the segment and select it. Flovoo shows the segment details in Send Summary, and uses its matching contacts as the campaign audience.
If there are no saved segments, Flovoo shows a message about it, with an option to go to the Contacts page to create a segment.
Review the Campaign Before Sending
After setting the audience, review Send Summary to check the campaign details before sending. The summary shows information such as:
- Number of recipients.
- Sending channel.
- WhatsApp template.
- Sending time.
- Audience type when using a saved segment.
You can also review Message Preview to check how the message will look.
Confirm and Send the Campaign
To send the campaign:
- After checking the campaign settings and audience, select Send Broadcast.
- Review the Send this campaign? window: the number of contacts, channel, template, sending time, Estimated cost, and daily messaging limit information.
- Select Send campaign to start sending, or Cancel to go back without sending.
After Sending the Campaign
After you confirm sending, the campaign appears on the Campaigns page, where you can follow its status and results. To see the campaign details, open View Insights to view the campaign report with message and recipient statistics.
To learn what each status means and how to read the report, see Campaign Statuses and Reports.
Frequently Asked Questions
How do I start creating a campaign?
What information do I need to set up a campaign?
Can I choose the audience using filters?
Can I use a saved segment as the campaign audience?
When are contacts set when using a saved segment?
Can I review the campaign before sending it?
Can I schedule the campaign for later?
Can I undo the campaign after confirming it?
Where can I follow the campaign results after sending?
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