How to Create and Send a WhatsApp Message Campaign

This guide walks you through how to create and send a WhatsApp Message Campaign from start to finish in Recrevio.

We cover everything needed to send a WhatsApp campaign, including audience selection, message settings, and sending options.

👉 See the separate articles on How to Enable Sales tracking in Campaigns and Automations and How to Analyze Campaign Performance for full details on how to measure and analyze WhatsApp campaigns.

Step 1: Go to Create Campaign

Navigate to: Marketing > Campaigns > Create Campaign

You’ll start by selecting the campaign flow.

Step 2: Select campaign flow

Choose the channel you want to use:

• Email Campaign – send email campaigns to your subscribers
• SMS / WhatsApp / Voice Campaign – send message campaigns to your subscribers

Click SMS / WhatsApp / Voice Campaign to continue.

Step 3: Name your campaign

Enter a Campaign Name.

This name is for internal use only and helps you identify the campaign later in lists and analytics.

Click Next to continue.

Step 4: Select campaign type (SMS, WhatsApp, or Voice)

Choose the type of message campaign you want to create.

• SMS Campaign
• WhatsApp Campaign
• Voice Campaign

Choose WhatsApp and click Next to continue.

Step 5: Select recipients (lists & segments)

In the Recipients step, choose who will receive your campaign.

You can select:

Lists

Static groups of subscribers (e.g. “Newsletter”, “Customers”, “Event signups”).

Segments

Dynamic audiences based on filters (e.g. “Active members”, “Clicked last 30 days”).

For each list or segment, you can:

• Include it (send to these people)
• Exclude it (remove these people from the final audience)

You’ll see the total recipient count update as you select recipients.

Click Next to continue.

Step 6: Campaign summary & message settings

This step lets you review key settings and write your message.

Campaign Type

This shows the channel selected for the campaign.

The campaign type determines:

• How the message is delivered (SMS, WhatsApp, or Voice)
• Which message editor and options are available
• Which Twilio services are used in the background

The type is set earlier in the campaign flow and cannot be changed at this stage. You can go back and change the Campaign Type at the Type step in the Setup process.

Sales tracking (optional)

You can enable Track sales from this campaign.

When enabled, you can define:

• Source (e.g. newsletter, facebook, google)
• Campaign (e.g. launch, deal, promotion)
• Medium (e.g. email, social, ppc)

These values are used to generate UTM tracking links and connect email clicks to sales data.

👉 See the separate articles on How to Enable Sales tracking in Campaigns and Automations and How to Analyze Campaign Performance for full details.

Recipients

The Recipients section lets you review who will receive the campaign before sending.

Here you can see:

• The total number of recipients
• Which list or segment the campaign is being sent to

If the recipient count doesn’t look correct, you can go back to the Recipients step to adjust your list or segment selection before sending the campaign.

WhatsApp Campaign Message Setup and Templates

WhatsApp campaigns work similarly to SMS, but WhatsApp requires templates for many use cases. Recrevio helps you submit and reuse templates directly from the campaign editor.

Write your WhatsApp message

In the Message section:

• Type your message content.
• You can also attach an image (attachments are supported for WhatsApp).

You’ll notice an additional button:

• Submit Message for Approval

This submits your message to WhatsApp as a template for verification.

Submit WhatsApp template for approval

When you click Submit Message for Approval, a new window opens where you provide template details.

1. Name

   Use only lowercase letters, numbers, and underscores (common WhatsApp convention).

   Example names

   1. welcome_message   

   2. order_confirmation   

   3. shipping_update   

   4. account_verification   

      Tip: Keep it short but clear so it’s easy to reuse later.

2. Language

Select the language your template is written in (e.g. English).

Category

Choose one category:

• Utility – transactional or essential messages (accounts, orders, subscriptions, service updates)
• Marketing – promotional messages meant to drive engagement or sales

Choosing the correct category is important for WhatsApp compliance and deliverability.

Click Submit.

After submission, you may see a “Please wait” status window. Approval is often quick, but can sometimes take longer depending on WhatsApp.

Reuse an existing WhatsApp template

Once a template is approved, you can reuse it in future WhatsApp messages.

In the message editor, you’ll see a Template selector where you can:

• Pick an approved template from a dropdown
• Use Use an existing template (if shown) to switch into template mode

This makes recurring WhatsApp messaging fast and consistent.

Click Next to continue.

Step 7: Send or schedule the campaign

In the final step, choose when to send your campaign:

Send options

• Draft – save without sending
• Now – send immediately
• Later – schedule for a specific date and time

When everything looks correct, click Send Campaign.

What happens next?

• All campaigns (sent or draft) appear in Marketing > Campaigns
• Drafts remain editable and can be resumed anytime
• Performance data becomes available after sending

Summary

Creating a message campaign follows these steps:

• Go to Marketing > Campaigns > Create Campaign
• Select Campaign Flow (SMS, WhatsApp or Voice)
• Name the campaign
• Select campaign type: WhatsApp
• Select recipients (lists/segments + include/exclude)
• Review settings, write your message and manage templates
• Send now, later, or save as draft