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Bulk Campaign

The Bulk Campaign feature in WhatsCloud allows you to send WhatsApp messages to many recipients at once by uploading a CSV file that contains their contact information. This tool helps you save time and effort by automating marketing messages, notifications, and other important communications.

-> IMPORTANT NOTES

=> Please Read These Limitations Carefully Before Proceeding:

  1. Only Passed Count Shown:
    • After the sending process is completed, the system will display only the number of successfully processed senders. It will not show details about which specific contacts succeeded or failed.
  2. No Delivery Report:
    • The system does not generate a delivery report. You won’t receive a breakdown of which messages were delivered, failed, or bounced.
  3. No Batching – All at Once:
    • Once you initiate a bulk import, our system will process all contacts in one go. For example, if your CSV file contains 5,000 records, the system will attempt to process all 5,000 records in a single operation.
  4. Requires Clean CSV:
    • Your CSV file must be properly formatted. Any issues in the structure — such as missing headers, incorrect columns, or unsupported characters — may cause the upload or sending process to fail.
    • We highly recommend downloading our sample CSV file, editing it with your own records, and then uploading it. This helps eliminate most common file formatting errors and ensures a smooth import.

How to Create a New Bulk Campaign

Follow these simple steps to create and send your bulk WhatsApp messages:

Visual Guide

Here’s how the campaign creation screen looks:

CSV Campaign Step 1

And here’s the screen where you can set dynamic variables and preview the message content:

CSV Campaign Step 2

1. Enter Campaign Name

First, you need to give your campaign a name. This name will help you identify the campaign later on.

  • Example: Summer Sale 2025 or Newsletter June

Simply type the name into the Campaign Name input box.

2. Upload CSV File with Recipient Details

To send bulk messages, you must upload a CSV file containing the list of recipients and their details.

  • The CSV file should contain columns such as phone numbers and any other information you want to use for personalization (like names, order IDs, etc.).
  • Make sure the file format is correct. You can download a sample CSV file and instructions to help you prepare your file correctly.

You can upload your CSV file by:

  • Dragging and dropping the file into the dashed upload box, or
  • Clicking inside the box to browse and select the file from your computer.

Important: Only CSV files are allowed in this section.

CSV Format Requirements
Mandatory Columns:
  • FIRST NAME (required)
  • LAST NAME (required)
  • PHONE (required) – must include the country code and a + sign (e.g., +1 555 123 4567)
  • EMAIL (optional but recommended)
  • COUNTRY (optional)
Header Row:

The first row of the CSV must contain the exact column headers as shown above.

Encoding:

The file must be encoded in UTF-8 to avoid encoding issues.

CSV Format Example
Example (as shown in the image)
FIRST NAME,LAST NAME,PHONE,EMAIL,COUNTRY
Sample Data,Sample Data,+1 555 123 4567,hello@whatscloud.com,Sample Data

3. Choose a Message Template

WhatsApp requires using pre-approved message templates for bulk messaging. After uploading your CSV file, select the appropriate message template from the dropdown menu.

  • These templates include fixed text and placeholders for dynamic content.
  • Choosing the correct template ensures your messages comply with WhatsApp policies and get delivered successfully.

4. Set Dynamic Variables

Many templates include placeholders for personalized data, such as name or order_number. To customize each message for individual recipients:

  • Map the dynamic variables in your template to the columns in your CSV file.
  • For example, if your template says, "Hello name!", and your CSV has a column named name, each message will replace name with the actual recipient's name from the CSV.

This personalization helps your messages feel more personal and increases customer engagement.

5. Preview Your Message

Before sending your campaign, you can preview the message to see exactly how it will appear to your recipients.

  • The preview shows how the dynamic variables are replaced with real data.
  • This helps catch any errors or formatting issues before the messages are sent.
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