The Send New Campaign allows users to send WhatsApp messages to targeted recipients using pre-approved templates from the WhatsApp Cloud API. Campaigns can be personalized, filtered by contact type (Leads or Contacts), and scheduled to send now or at a future time — perfect for marketing, billing, or updates.

Step 1: Campaign Creation Interface

campaign

Interface Components

1. Campaign Name

This is a required text field where you provide a name for your campaign.
Example: Business campaign, July Invoice Batch, Lead Follow-up.

2. Relation Type

Choose the audience type for the campaign:
- Lead: Target users categorized as leads.
- Contact: Target users categorized as existing contacts or customers.

3. Template

Select a WhatsApp-approved message template from the dropdown.
Example shown: rise_send_invoice (en_US)
Templates contain placeholders like [variable 1], [variable 2] which will be dynamically filled using a CSV file or input later in the campaign process.

Live Preview

Shows how the message will appear to recipients.
Variables (e.g. [variable 1]) are placeholders for dynamic values like customer name, invoice amount, due date, etc.

Example preview: Hello [variable 1], Thank you for your business cooperation. Your invoice for the project has been generated and is attached here. Invoice amount is [variable 2] Please pay this invoice within [variable 3].