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:
- A connected WhatsApp Business number (Connect to WhatsApp).
- An APPROVED template to send (Templates).
- Contacts in your audience, or a CSV ready to upload (Audiences).
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.