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Marketing

Create and review a WhatsApp campaign

Review audience, consent, message and discount scope before authorizing a send.

Step by step

  1. Open “Marketing” from the sidebar.
  2. As owner with Élite, open Marketing and “Create campaign” in the correct location. Choose template/title/content/audience; creation is not send approval.
  3. Check audience phone/consent/allowance. Consent registration requires real authorization; segment choice or phone entry is not permission.
  4. Save draft/own copy and open details. Use Generate if needed and review every text/image; generation can consume its resources.
  5. For discounts inspect appointment services/days/hours. Unselected scope can cover all; confirm broad scope only when intended.
  6. Select final copy/image and review forecast and own-WhatsApp/template/Meta-payment requirements. Owner test sends real messaging, not audience-wide proof.
  7. Approve/Send requires confirmation and can start real delivery. Check audience/scope before accepting. Scheduling has a separate date/action; Save is not approval.
  8. Afterward inspect state/results: queued, sent, delivered, read, reply and booking differ. Pause does not recall sent messages; investigate before duplicating/resending uncertain sends.

Feature availability depends on your plan and permissions.

Need a hand?

Find guidance in our articles or contact our team.

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