WHATSAPP · CAMPAIGN PLANNING
WhatsApp Campaign Launch Checklist for Small Teams
A WhatsApp campaign needs more than a message and a list of numbers. Before scheduling, decide who should receive it, why they expect it and who will handle the replies. This checklist helps a small team review those decisions before using a campaign workspace such as Relayvia.
Who should a WhatsApp campaign target?
Write the purpose in one sentence. For example, a retailer might notify people who asked to hear about a particular product range. That audience is easier to review than an export of every contact the business has collected. Decide what action makes the message useful to its recipient.
Record where permission came from and what the person agreed to receive. An old purchase or a phone number in a spreadsheet does not, by itself, explain permission for a new campaign. Keep people who have opted out out of the sending audience. Meta’s policy requires recipient opt-in and respect for requests to stop communications.
What should you check in the template before sending?
Choose a template that fits the intended message and check its current approval status. Meta’s policy requires approved templates for business-initiated conversations. Template approval does not replace a permission check on the recipient list.
Make a variable map before filling the campaign: customer name, relevant product and destination link, for example. Review missing values, unusually long names and links on a phone. Do not let a blank field turn a useful message into an unexplained placeholder. Send the preview to an authorized test recipient before selecting the real audience.
What does a WhatsApp campaign cost?
A software subscription and WhatsApp messaging charges are separate budget items. Estimate the audience size and message mix, then check Meta’s current rate information for the recipients’ markets. Do not reuse an old campaign total as a guaranteed estimate for a different audience.
Relayvia’s public offer lists its workspace subscription separately from Meta messaging charges and taxes. Confirm account eligibility, connection requirements and any custom integration work during onboarding. Neither scheduling a campaign nor choosing a paid workspace guarantees that Meta will deliver every message.
Who handles replies to the campaign?
Choose a sending time when someone can review responses. Name the owner of the first review and agree on how to route sales questions, support questions and requests to stop messages. A campaign that receives replies but has no response owner creates another queue for the customer to wait in.
Relayvia’s campaign wizard separates basics, templates, variables and scheduling. Use those steps as review checkpoints, then connect the resulting conversations to the shared inbox workflow. Test a reply, a handoff and an opt-out handling process before increasing the audience.
How should you measure campaign results?
Keep the audience definition, template and send time with the campaign record. Review failed messages and customer replies separately. A delivered message confirms a delivery status; it does not establish that someone read the offer, wanted it or purchased anything.
For the first launch, use a bounded audience and a named reviewer. Record unexpected questions and missing template values so the next campaign can improve. Recheck the current platform policy before sending because messaging requirements can change.
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