How to create a message campaign on WhatsApp
Set up a WhatsApp send for a group of contacts: choose the audience, write the message, save it as a draft, and start it whenever you're ready.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A campaign sends the same message to many contacts at once, with each person's name included. It starts out as a draft: nothing is sent until you review it and start it.
Where to find it in Cognizy
Before you start
- Have a WhatsApp number connected.
- On the official WhatsApp API, the campaign uses an approved message template.
- Only send to people who agreed to receive messages from the company.
Step by step
- Step 1:
In the menu, open and click New Campaign.
- Step 2:
In Basic Information, write the Name and choose the Channel. Here, WhatsApp.
- Step 3:
In Audience, choose a Saved Segment or build the rules right there, using Condition. With no rules set, the campaign goes to all active contacts.
- Step 4:
In Message, write the text. Type {{ to insert variables, like the contact's first name. Write with AI creates a draft, and in Template (optional) you can choose a ready-made template.
- Step 5:
In Sending via WhatsApp, leave Automatic (all) selected to split the sending across the connected numbers, or use Choose Instances to set which numbers send it.
- Step 6:
Click Create Draft, at the bottom of the screen.
- Step 7:
The campaign opens as a draft. Review the audience and the message. When everything looks right, click Start to begin sending.
How to know it worked
The campaign appears in the list as a draft. Once started, it moves to Running and shows the sending progress.
If something goes wrong
The start button doesn't appear.
The campaign needs a message and at least one connected WhatsApp number. Open the draft and check what's missing.
I'm worried the number will get blocked.
Only send to people who know the company, start with small groups, and avoid sending the exact same text to too many people. On the unofficial number, follow the limits shown on the screen.
Next step
Test message variations to find out which one works best.
Sign in with your Cognizy account to save your progress.
Sign in