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Campaigns are one-time WhatsApp broadcasts sent to a targeted audience. Before you can send a campaign, you need at least one approved message template — Meta must review and approve all templates before they can be used in outbound messages. This guide walks you through creating a template, waiting for approval, and launching your first campaign.

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What this covers

  • Creating and submitting a message template for Meta approval
  • Setting up a new campaign
  • Selecting an audience
  • Scheduling or sending immediately

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Before you begin

Confirm the following are ready:
  • Your WhatsApp Business Account is connected — see WhatsApp Connection
  • You have at least one Customer List or Segment with SUBSCRIBED customers
Only customers with SUBSCRIBED marketing consent status are included in campaign sends. Customers who have not opted in are automatically excluded.

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Step 1 — Create and submit a template

1

Open Templates

In the Galantis dashboard, go to Templates and click New Template.
2

Build your template

Add a header (optional), body text, footer (optional), and buttons (optional). Use {{1}}, {{2}} placeholders in the body for dynamic content such as customer name or order details.
3

Choose the correct category

Select Marketing for promotions, offers, and product announcements. Select Utility for transactional messages such as order confirmations or shipping updates. The category must accurately reflect the message content.
4

Submit for Meta approval

Save and submit the template. Status will change to PENDING_APPROVAL. Approval typically takes minutes to a few hours.
Templates in DRAFT or REJECTED status cannot be used in campaigns. Wait for APPROVED status before proceeding. If a template is rejected, review the rejection reason in Templates → [Template Name] → Status, fix the issue, and resubmit.

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Step 2 — Create the campaign

1

Open Campaigns

Once your template is approved, go to Campaigns and click New Campaign.
2

Select your approved template

Choose the approved template from the list. Map any template variables (e.g., {{1}} → customer.first_name) to the correct customer or order data fields.
3

Choose your audience

Select one or more Customer Lists or Segments to include. You can also add exclusion rules to remove specific groups (e.g., customers who purchased in the last 7 days). Use Estimate Reach to preview your final audience count before sending.
4

Schedule or send immediately

Choose Send now to dispatch immediately, or set a future date and time to schedule the campaign.

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Checking campaign results

After sending, track performance in Campaigns → [Campaign Name]:
  • WhatsApp Connection — Required before sending any campaign
  • Templates — Full reference for template components and formats
  • Campaigns — Audience targeting, scheduling, and analytics