Step by step
- Export only customers who opted in to WhatsApp messages. Keep a Phone column with the country code, plus any columns you want in the message.
- New campaign → Spreadsheet → upload the .csv. Duplicates, blank phones and too-short numbers are removed, and numbers on your opt-out list are skipped. Check the recipient count.
- Write one message with variables and a fallback for blank names, such as [name|there]. Preview several recipients.
- Keep human pacing and a daily limit. The free trial is 1 hour of Unlimited; after it, choose a paid plan or split the list over several days. A daily limit continues automatically the next day.
- Follow the live log, then open Reports to see delivered, failed, skipped and replied per recipient and export the results to Excel.
Sample spreadsheet
| Phone | Name | Order | Points |
|---|---|---|---|
| 12025550101 | Mona | A-1042 | 12 |
| +1 (202) 555-0101 | Duplicate Mona | A-9999 | 4 |
| — | Missing phone | A-1043 | 4 |
| 123 | Invalid phone | A-1044 | 4 |
| 12025550102 | Omar | A-1045 | 4 |
| 12025550103 | — | A-1046 | 10 |
Paste this message into the campaign:
Hi [name|there], your order *[order]* is ready. Reply here to arrange pickup, or reply STOP to stop these messages.
What customers receive
The sample file has 6 rows but prepares 3 recipients: one duplicate, one blank phone and one invalid number are left out before anything is sent.