1. Connect Your WhatsApp Account

Go to Sessions → Click + Add Account → Scan the QR code with WhatsApp (Linked Devices).

2. Import Your Contacts

Go to Contacts → Click 📁 Import CSV → Upload your contacts file. Use the sample CSV below as a template.

3. Create Your First Campaign

Go to Campaigns → Click + New Campaign → Write your message with placeholders like {{name}} → Click 🚀 Send Now.

Download a ready-to-use CSV template with example contacts and all available fields:

Placeholders

Use placeholders to personalize messages for each contact:

• {{name}} — Contact's name
• {{phone}} — Contact's phone number
• {{company}} — Contact's company
• {{custom_field}} — Any custom field from your CSV (e.g., {{city}}, {{product}})

Example Message

Reusable Templates

Save frequently used messages as templates:

1. Go to Templates tab
2. Click + New Template
3. Add message, media, and buttons
4. Load templates when creating campaigns

Add interactive poll-based buttons to your campaigns (up to 3 buttons):

1. When creating a campaign, scroll to Clickable Buttons section
2. Click + Add Button
3. Enter button label (e.g., "View Pricing")
4. Enter auto-reply content (what to send when clicked)
5. When recipients tap a button, they see a poll and the bot auto-sends your reply

Quick Replies automatically respond when contacts send specific keywords:

1. Go to Quick Replies tab
2. Click + Add Quick Reply
3. Set trigger keyword (e.g., "pricing", "help", "menu")
4. Write the auto-reply message
5. Optionally attach media (image, PDF, etc.)
6. Toggle Enable when ready

Schedule messages to send automatically at specific times:

1. Create a campaign as usual
2. Click 📅 Schedule instead of Send Now
3. Choose frequency:
   • Once — Send at a specific time
   • Daily — Send every day at set time
   • Weekly — Send every week on a specific day
   • Monthly — Send every month on a specific date
4. View and manage scheduled campaigns in Scheduler tab

Attach up to 10 media files to each campaign:

• Supported: Images (JPG, PNG), Documents (PDF, DOC, XLS), Audio (MP3, M4A), Video (MP4)
• First media shows your message as caption
• Additional media files sent separately
• Click + Add More Files to attach multiple files

Track campaign performance with detailed analytics:

• Click Analytics on any campaign
• View: Total sent, delivered, failed, success rate
• See error breakdown (why messages failed)
• Filter by All/Sent/Failed messages
• Export detailed report as CSV
• Retry failed messages or restart entire campaign

🛡️ Avoiding WhatsApp Bans (CRITICAL)

📱 WhatsApp Guidelines

• Only message people who have opted in or are existing contacts
• Respect WhatsApp's Business Policy and Terms of Service
• Provide value in every message — avoid spam
• Include opt-out instructions if doing marketing
• Use proper business account verification when possible

🎯 Campaign Tips

• Always test with 2-3 contacts first before full campaign
• Personalize with placeholders ({{name}}, {{company}})
• Keep messages concise and clear (under 500 characters)
• Include a clear call-to-action
• Use templates to save time and maintain consistency
• Monitor delivery status and pause if many failures occur

⚠️ Troubleshooting Common Issues

• Verify phone numbers include country code (+91 for India)
• Check that your WhatsApp session is "Connected" before sending
• If getting rate limited, increase delays to 30-60 seconds
• Monitor campaign analytics to identify issues early

Session shows "Disconnected" or "Error"

Click 🔗 Relink to clear auth and scan a fresh QR code.

Messages not sending

• Ensure WhatsApp session status is "Connected"
• Check phone numbers have country code (e.g., +919876543210)
• View campaign analytics for error details

CSV import failed

• Use the sample CSV template as reference
• Ensure 'phone' column exists and has valid numbers
• Check file is saved as CSV (not Excel format)

Buttons showing as text

This is normal — WhatsApp native buttons are deprecated. Buttons appear as polls (clickable options) after your message.