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2. [Campaigns](https://nuvia.ai/en/docs/colecoes/19377976-campaigns)

# How to create and launch a multichannel campaign in Nuvia

How to create campaigns that combine WhatsApp and LinkedIn in a single message sequence, switching channels by step.

Available on

All plans

Who can do it

Any user with access to the Campaigns module

Updated on August 28, 2026

[Campaigns](https://nuvia.ai/en/docs/colecoes/19377976-campaigns)

1. [How to create and launch a multichannel campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14590383-how-to-create-launch-multichannel-campaign-nuvia)
2. [How to set up dynamic audiences for campaigns](https://nuvia.ai/en/docs/artigos/14590386-how-to-set-up-dynamic-audiences-for-campaigns)
3. [How to pause and reactivate a campaign](https://nuvia.ai/en/docs/artigos/14569970-how-to-pause-and-reactivate-a-campaign)
4. [How to interpret campaign metrics](https://nuvia.ai/en/docs/artigos/14576475-how-to-interpret-campaign-metrics)
5. [How to use exclusion rules in campaigns](https://nuvia.ai/en/docs/artigos/17314000-how-to-use-exclusion-rules-in-campaigns)

Multichannel campaigns let you combine WhatsApp and LinkedIn in a single message sequence, switching channels by step. This enables prospecting strategies that start on one channel and follow up on another.

**Available on:** All plans.
**Who can do it:** Any user with access to the **Campaigns** module.

## Before you start

-

At least **2 different channels connected** (e.g. WhatsApp + LinkedIn)

-

A **connected WhatsApp inbox** with an approved HSM template

-

A **LinkedIn account connected** via Unipile

-

A contact list with data for both channels (ideal)

### Key concepts

ConceptWhat it is

**Multichannel campaign** Combines two or more channels in a single sequence

**Channel per step** Each step can use a different channel

**Eligibility per channel** The system checks the contact's data for each channel

**Conversation owner** Who follows up with the lead. Required on every step and different from the handling agent (who replies)

### Step 1: Create a new multichannel campaign

1.

**Main Screen > Sidebar > Campaigns > New campaign**

2.

Fill in the campaign name

3.

Select the **Multichannel** channel

4.

In **Sender account(s)**, choose which account each channel will send from. Accounts appear **grouped by channel** (LinkedIn and WhatsApp) and the chosen ones show up as **chips**; you select **one account per channel** (choosing another account for the same channel replaces the previous one) and remove an account with the chip's **x**

5.

Click **Next**

Important

the Multichannel card is only enabled with at least 2 different channels connected.

### Step 2: Set up the audience

1.

Select **Manual** or **External trigger** activation

2.

Choose the contact source

3.

The preview shows coverage by channel: contacts with WhatsApp, with LinkedIn, with both

4.

Confirm the creation

### Step 3: Build the message sequence

1.

Click **Add Step**

2.

Select the **Channel** for this step: **WhatsApp** or **LinkedIn**

3.

Set up the content for the chosen channel

4.

Choose the **Conversation owner** — required on **every** step, WhatsApp or LinkedIn. The options are **Unassigned**, **HubSpot Owner** (with the integration connected) or an **active user** on the platform. The owner can't be the AI agent

5.

On **WhatsApp** steps, in the **Assignments** block, set who **Handles** the conversation when the contact replies: **AI agent**, **HubSpot Owner** (with the integration connected), a specific **agent** from the user list, or **Unassigned**. The **Keep assignment for existing conversations** option is checked by default and keeps whoever is already on the conversation — owner or agent

6.

Set the interval and repeat for each step

Good to know

the **Handling** field only unlocks after the **Conversation owner** is chosen, and the step won't save without an owner. When owner and handling agent are different people, the **owner** is recorded as responsible for the conversation. Steps created before this feature are treated as **Unassigned** and require choosing an owner when you edit them.

#### Example of a multichannel sequence

StepChannelActionInterval

1 WhatsApp Introductory HSM template Immediate

2 LinkedIn Connection invitation 2 days

3 WhatsApp Follow-up 3 days

4 LinkedIn Direct message 2 days

### Limits and rules

RuleValue

**Required channels** At least 2 connected

**Eligibility** Checked per step; a contact without the data skips the step

**Conversation owner** Required on every step. Doesn't accept the AI agent and takes priority over the handling agent

**Stop on Reply** A reply on any channel ends the enrollment

## Frequently asked questions

## Frequently asked questions

**What happens if a contact only has WhatsApp?**

The system skips the LinkedIn steps and continues normally to the next step.

**Does Stop on Reply work across channels?**

Yes. A reply on any channel ends all following steps.

**Do I also need to set the owner on LinkedIn steps?**

Yes. The **Conversation owner** is required on every step of the sequence, regardless of the channel. The **Handling** field, on the other hand, is still a setting for WhatsApp steps.

**Can I combine more than two channels?**

Currently WhatsApp and LinkedIn. New channels will be added as they become available.

[NextHow to set up dynamic audiences for campaigns](https://nuvia.ai/en/docs/artigos/14590386-how-to-set-up-dynamic-audiences-for-campaigns)

Was this article helpful?

## Related articles

- [How to create and launch your first WhatsApp campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14489458-how-to-create-and-launch-your-first-whatsapp-campaign)
- [How to set up and use Smart Follow-ups in Nuvia](https://nuvia.ai/en/docs/artigos/14580483-how-to-set-up-use-smart-follow-ups-nuvia)
- [How to create and launch your first LinkedIn campaign in Nuvia](https://nuvia.ai/en/docs/artigos/15181600-how-to-create-and-launch-your-first-linkedin-campaign)
- [How to test your agent for the first time at the end of onboarding](https://nuvia.ai/en/docs/artigos/16414196-test-your-agent-first-time-end-of-onboarding)
- [How to use exclusion rules in campaigns](https://nuvia.ai/en/docs/artigos/17314000-how-to-use-exclusion-rules-in-campaigns)

[Campaigns](https://nuvia.ai/en/docs/colecoes/19377976-campaigns)

1. [How to create and launch a multichannel campaign in Nuvia](https://nuvia.ai/en/docs/artigos/14590383-how-to-create-launch-multichannel-campaign-nuvia)
2. [How to set up dynamic audiences for campaigns](https://nuvia.ai/en/docs/artigos/14590386-how-to-set-up-dynamic-audiences-for-campaigns)
3. [How to pause and reactivate a campaign](https://nuvia.ai/en/docs/artigos/14569970-how-to-pause-and-reactivate-a-campaign)
4. [How to interpret campaign metrics](https://nuvia.ai/en/docs/artigos/14576475-how-to-interpret-campaign-metrics)
5. [How to use exclusion rules in campaigns](https://nuvia.ai/en/docs/artigos/17314000-how-to-use-exclusion-rules-in-campaigns)

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Source: https://nuvia.ai/en/docs/artigos/14590383-how-to-create-launch-multichannel-campaign-nuvia
