How to create and launch your first WhatsApp campaign in Nuvia

A campaign lets you send messages at scale to a contact list through WhatsApp, LinkedIn or other channels.

Available on: all plans.

Who can do it: any user with permission to view campaigns.

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What you need before you start

• At least one connected WhatsApp channel

• A contact list with phone numbers filled in

• At least one HSM template approved by Meta (for campaigns through the WhatsApp Cloud API)

Step 1 – Start creating the campaign

1. In the sidebar, click Campaigns

2. Click New Campaign

3. Fill in the Campaign name field (up to 100 characters). E.g. “Enterprise Prospecting Q1”

4. Select the Campaign type – choose WhatsApp for your campaign

5. Click Next

Step 2 – Define the audience

1. For the activation type, select Manual (for your first campaign, start with manual activation)

2. Under audience source, select List

3. Choose the contact list that will be the audience

4. In the side panel, check the audience preview, which shows the number of eligible and ineligible contacts per channel

5. Optionally, turn on Ignore business hours if you want to send outside the standard hours (8 a.m.–6 p.m., Monday to Friday)

6. Click Next

Step 3 – Set up the message sequence

1. Click Add step to create the first step of the campaign

2. For each step, set:

   • Template – select an HSM template approved by Meta (for the WhatsApp Cloud API). The dropdown filters the available templates by the selected inbox

   • Interval – set the wait time between this step and the next (if there's more than one step)

   • Who will receive the contacts' replies:

     • AI agent – replies are handled by the Smart Funnel set up on the channel

     • Human agent – replies go straight to the team's inbox

3. Use the preview in the side panel to see how the message will look with a contact's real data. Move between contacts with the Previous and Next arrows

4. If you want, add more steps by repeating the process

Step 5 – Launch the campaign

1. On the summary screen, review all settings: name, channel, audience, steps and variable mapping

2. Click Launch campaign

3. Confirm in the dialog that appears

4. The campaign status changes to Active and sends start being processed

Frequently asked questions