IntelliIntelli Docs
Audiences & Campaigns

Campaigns

Send bulk WhatsApp messages to your audience using approved templates — schedule, track, and retry.

A campaign is how you send a message to many people at once. Find it at Dashboard → Campaigns.

Before you start, check you have:

Step by step: send your first campaign

Click Create Campaign

From the Campaigns page, top right.

Name it and pick a channel

Use a name you'll recognize later (e.g. "BF Sale — VIPs"). The channel is usually WhatsApp.

Pick a template

Only APPROVED templates appear. You'll see a preview on the right.

Choose who receives it

Three options — combine them if you like:

  • Contacts — pick specific people from your list.
  • Tags — everyone with a tag like vip.
  • CSV upload — paste in a list that isn't saved as contacts yet.

Fill in template variables

For each {{1}} in your template, tell Intelli what to put there:

  • Contact field — e.g. fullname.
  • Custom field — e.g. custom:order_id.
  • Static text — the same value for every recipient.

Schedule

Send now, or pick a date and time. Times are interpreted in your timezone — we'll show you exactly when it will go out.

Review and launch

The final step shows a summary: how many recipients, the message preview, and the send time. Click Launch.

Product templates: choose your products

If the template you picked is a commerce template, the form adds a product picker so the campaign knows what to sell:

  • Featured product — single-product templates show one product; pick it here. Its image, title, and price come from your catalogue when the campaign sends.
  • Product sections — multi-product templates group the products recipients will browse. Up to 10 sections and 30 products in total.
  • Carousel products — product-carousel templates take up to 10 products, one card each, shown in the order you choose.
  • Catalogue templates — these open your whole catalogue, so the only choice is the thumbnail: which product's image heads the message. Leave it unset and the first catalogue item is used.

You can't launch until the product selection is complete — if something is missing (no catalogue product picked, an unfinished section), an error tells you exactly what to finish.

What happens after you launch

A campaign goes through these states — you can see them on the campaign card:

  • Scheduled — set to go later. You can still cancel.
  • Running — actively sending.
  • Completed — all messages have been pushed to WhatsApp.
  • Paused — you stopped it mid-send.
  • Failed — something went wrong before the send could finish.

Reading the results

Click any campaign to see the details modal. Per message you get:

  • Sent — Intelli handed it to WhatsApp.
  • Delivered — it reached the recipient's phone.
  • Read — the recipient opened it (only counted if they have read receipts on).
  • Failed — usually a bad number, blocked sender, or template mismatch.

Drafts and retries

  • Drafts save as you go. Close the form, come back later, click Continue on the draft row.
  • Retry failures — if a campaign has failed messages (e.g. rate limits hit), use the retry option on the campaign menu to resend just those.

Quick send

Need to fire off a single template to one number without setting up a full campaign? Use the Test option on the Templates page — it sends one approved template to any number you enter (Test your template).

Tips for a successful campaign

  • Start small. Send to 5–10 contacts first. Make sure the variables look right.
  • Check your template approval. A "pending" template can't be used.
  • Respect opt-out. If someone replies STOP, tag them and exclude that tag from future campaigns.
  • Watch the quality rating. If too many people block you or report messages, WhatsApp will lower your messaging limit.

On this page