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# The Ultimate Guide to Send WhatsApp Campaigns with The ConvertWay


WhatsApp marketing campaigns leverage the popular messaging app to engage customers, share promotions, and build brand loyalty. Brands use this channel to deliver personalized messages, offer exclusive deals, and provide customer support. It's an effective way to reach customers where they already communicate, making it a valuable tool for building relationships and driving sales.

Send WhatsApp campaigns to your subscriber list effortlessly with our Campaigns feature, using just a few easy steps!

### Step 1: Creating the Campaign


* To set up your WhatsApp campaign- **Campaigns > WhatsApp Campaigns**

* Now add a suitable title to your campaign under the **Enter Campaign Title** field.

![Creating the Campaign](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc1_skl4t3.png)


### Step 2: Select your Target Audience

Identifying the right audience is crucial for sending campaigns that enhance engagement and conversion.

Choose an option among **Filter, Segment, and Subscriber** lists to segregate your audience. Let’s see what these options are in detail:
      
###### Segment

* Under this option, you can segregate customers based on the pre-set segments from the drop-down list.

![Segment](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc2_193tzwx.png)

* There are two types of segments:

1. **Shopify Segments**: These segments are created by Shopify and for this type of segment you can only select one category from the Select Segment drop-down. 

You can also choose to exclude multiple categories under the Exclude Segment drop-down, however, the excluded categories must be from  TCW segments only.

![Shopify Segments](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc3_1ookpjm.png)

![Exclude Segment](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc4_1orqm5o.png)

2. **TCW Segments**: These segments are created in TCW and for this type of segment you can choose multiple options from the Select Segment drop-down, you can also exclude multiple segments under the Exclude Segment drop-down to segregate the right audience.

![TCW Segments](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc5_gw7eom.png)

![Exclude Segments](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc6_10nr4x0.png)

###### Filter

* Under this option, you can segregate your subscribers based on various criteria such as total spent, number of orders, etc from the drop-down menu of the filters.

![Filters](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc7_r7ysmk.png)

* You can also use the  boolean operator **OR/AND** to segregate the right  audience for your campaign  

![Boolean Operators](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc8_diecdi.png)


###### Subscriber Lists: 

* Under this option, you can choose the subscriber list you want to send the campaign to. 

![Subscriber List](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc10_kqgolq.png)

### Step 3: Setting up the Template

* To choose a template: ** Browse > select template > Select** or make your own in the **Templates tab**.

* You can select a template with or without any discount. If you choose one with the discount variable you will have to specify the **{discount_value} and {discount_code}.**

* Add your store link under the **Redirect Link** to redirect customers to your store.

* You can also choose to add an image or video under the **Add image/Video** field.

![Setting up the template](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc11_ristxs.png)


![Templates](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc13_5j22su.png)

|| For WhatsApp,  you can also enable UTM tracking to track the sources of your website traffic and the performance of your WhatsApp Campaigns by specifying the UTM parameters- **utm_source, utm_medium, and utm_campaign**


![UTM Tracking](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc12_skh9k0.png)

### Step 4: Schedule the Campaign

* Now  to schedule the campaign by: **Campaign timing > Instant/Schedule for later**
             
||  Note: Under the **Schedule for Later** option only the timezones are available in the country where their store is located. 


![Schedule Campaigns](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc9_5g7i6d.png)


![Schedule for Later](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc10_1lluatl.png)

* You can view the campaign scheduled for later in the **Scheduled Campaigns Tab**

![Scheduled Campaign](https://storage.crisp.chat/users/helpdesk/website/bc86d77513590800/wc11_tw13ax.png)