Scheduled campaigns

Not every message is a campaign. Pick the type by what you want to achieve:

The wizard has six steps. You can't move on before the current step is complete, and the reason shows at the bottom of the window.

1. 1

   Open the wizard

   From the automations menu open “Launch a campaign” and press “New campaign”. You can also start from a ready goal below it; the wizard opens with the type already chosen.

   

   1. 1“New campaign” opens the wizard.

2. 2

   Choose the campaign type

   Product promotion, quick offer, new product or order upgrade. The type sets the template category at Meta and suggests the right audience.

   

3. 3

   Name the campaign

   A clear name you'll recognize later in the log and reports, such as “Weekend offer”. The description is optional.

   

4. 4

   Choose the channel

   WhatsApp is the broadcast channel that's ready. Channels that can't receive marketing broadcasts are shown with the real reason next to them, such as Meta's policy on Instagram and Messenger.

   

5. 5

   Choose the template and fill its variables

   Pick a Meta-approved template, then set every variable, e.g. {{1}} = customer name. You can add products to the campaign; their name and price are read from the catalog at send time.

   

6. 6

   Set and calculate the audience

   Build conditions, pick a saved segment, or upload a list. Then press “Calculate audience”: you see the real count, who was excluded and why, and the split by city and language. “Exclude customers we contacted in the last (days)” protects customers from too many messages.

   

7. 7

   Pick the send time and check

   Now, or scheduled for later. Then press “Save as draft and check”: Capi runs a pre-send check and shows any problem, and then you press “Confirm and send” or “Confirm schedule”.

   

   1. 1“Send now”, or “Schedule” with a date and time.
   2. 2“Send to each customer at their usual hour”: each customer gets the message at the hour they usually buy or write, within 24 hours.
   3. 3A daily send limit for this campaign. It can only lower the cap, never go above the WhatsApp number's limit.
   4. 4“Save as draft and check” before confirming.

8. 8

   Approval

   Confirming does not send the campaign right away. It becomes “Awaiting approval” and your team is notified. Someone with approval permission opens the campaign page and presses “Approve and launch”, or rejects it with a reason. On approval the check runs again and the audience is recalculated at that moment.

Editing returns the campaign to draft, so you confirm it and someone with permission approves it again. Pausing and cancelling never take back what was delivered — they only stop the remaining batches. A recipient whose message failed is retried automatically after 4 hours, then 24, then 48.

When sending rules are on for your store, every marketing message passes through them before it goes out. These are the defaults; you can change them on the “Sending rules” page within limits that can't be exceeded:

A customer who unsubscribed or is blocked receives no campaign, and this is checked again for every recipient at send time. Each WhatsApp number's daily limit is set by Meta (250, then 1,000, then 10,000…).