Create a Campaign

A campaign sends one WhatsApp broadcast to a Shopify customer segment. You build it on a single form, then either save it as a draft or launch it. This page walks through each section of the Create Campaign form.

Campaigns are available on the Growth and Plus plans. See /plans/overview/ for plan details and /campaigns/limits/ for the per-plan caps.

Before you start

• WhatsApp must be connected. See /getting-started/connect-whatsapp/. You can draft a campaign without it, but you cannot launch.
• Recipients must be opted in to WhatsApp marketing. Only customers tagged as WhatsApp newsletter subscribers receive the broadcast — see /campaigns/audiences/.

1. Campaign details

Enter a Campaign name. This is internal only — customers never see it. Use a name you’ll recognize later, such as May 20% off promo.

2. Audience

Pick a Customer segment. The options are:

• All customers — everyone in your store who passes the opt-in filter.
• Any Shopify Customer Segment you’ve created in Shopify Admin.

After you pick a segment, WhatPro shows an approximate customer count. This is the raw segment size; the WhatsApp opt-in filter is applied again at send time, so the actual recipient count is usually smaller. Full detail is on /campaigns/audiences/.

3. Message

The message section defines what each recipient receives.

Language

Choose the Language for the Meta template. WhatPro matches and reuses approved templates per body and language, so picking the same language as a previous campaign with the same body lets WhatPro skip Meta review entirely.

Message format

Format	Description
Standard message	A text bubble with an optional header, footer, and buttons.
Carousel (cards)	A text bubble followed by 2–10 swipeable cards, each with its own image, text, and link.

Body

Write the message body (up to 1024 characters). You can insert variables that are replaced per recipient at send time:

Variable	Replaced with
{{customer_first_name}}	The customer’s first name
{{customer_last_name}}	The customer’s last name
{{customer_full_name}}	The customer’s full name
{{shop_name}}	Your store name
{{discount_code}}	The discount code (when a discount is included)
{{discount_value}}	The discount value (when a discount is included)

The live preview on the right renders these variables against sample data so you can see what a real customer will receive.

Header

For standard messages, you can add a header:

• Text — a short static line above the body.
• Image — an uploaded image shown above the body.
• None — no header.

Carousel campaigns do not use a top-level header; the image lives on each card instead.

Buttons

You can add up to two URL buttons, plus quick-reply and call (phone number) buttons. For carousel campaigns the buttons are shared across every card (Meta requires identical buttons per card), and a “Visit Card” URL button opens each card’s own link.

Discount

Toggle Include discount code to attach a discount to the message. Pick a Shopify discount code, and WhatPro adds a copy-code button so the customer can copy it with one tap.

Note

Carousel cards cannot carry a copy-code button (a Meta restriction). When a carousel includes a discount, the code is delivered as text in the message body instead of as a button.

Carousel cards

When the format is Carousel, build 2–10 cards. Each card has:

• An image (uploaded or pasted as a URL).
• Card text (up to 160 characters).
• A card link URL — where the card’s website button takes the customer.

You need at least 2 cards, every card needs an image and text, and at least one shared card button is required.

4. When to send

Set the send date and time, both in your store’s timezone. Leaving it at the default sends immediately on launch; choosing a future date and time schedules the broadcast. See /campaigns/scheduling/ for details.

5. Order tag (optional)

You can record a tag name on the campaign for your own organization.

6. Compliance

Confirm that all recipients have opted in to receive marketing on WhatsApp. This confirmation is required to launch. WhatPro additionally filters to opted-in subscribers at send time, so this is a confirmation, not a substitute for proper opt-in.

Meta template approval

When you launch, WhatPro needs an approved Meta template for the message:

1. Reuse — if an approved template already matches your body, language, header, and button titles, WhatPro reuses it and sending starts right away.
2. Submit — otherwise WhatPro submits a new template to Meta for review. The campaign sits in Awaiting template approval until Meta approves it (typically minutes to a few hours), then sending starts automatically.

If Meta rejects the template, the campaign detail page shows the rejection reason. Edit the message body and relaunch — the next submission creates a new template Meta hasn’t seen before.

Save or launch

Action	What it does
Save as draft	Stores the campaign without sending. Needs only a name and body. Drafts don’t count against your plan limits.
Launch / Schedule campaign	Resolves recipients, secures the template, and sends now or at the scheduled time. Needs a segment, the compliance confirmation, and valid message fields.

After launching, you land on the campaign detail page, where you can watch delivery progress per recipient and review results. See /campaigns/reporting/.

Tip

You can Duplicate any existing campaign from its detail page to start a new draft with the same message and audience.