Overview
Set up WhatsApp Marketing in the right order, from your first import to your first campaign.
What it does
ProConnect WhatsApp Marketing sends campaigns over WhatsApp to the contacts who have opted in to your business's channel.
Customers are the accounts you sell to. Contacts are the people using WhatsApp, linked to those accounts by customer number.
When to use it
Use this page when you are setting up WhatsApp Marketing for the first time, or when you want to find the guide for a screen you are already using. Read Consent and opt-in before importing opted-in contacts or sending invitations.
Your onboarding manager sets up your WhatsApp channel itself. Contact them if a step below is not available to you.
Steps
Work through the setup in this order. Each step has its own guide.
- Import your customers, then your contacts. Upload your trading accounts first, then the WhatsApp numbers linked to them, in WhatsApp → Imports. See Imports.
- Check your channel and join page. Confirm the number is healthy and share the join link and QR code customers use to opt in, in WhatsApp → Channels. See Channels.
- Invite contacts to the channel. Invite people one at a time or in bulk from a CSV, in WhatsApp → Invites. See Invites.
- Create your templates. Write the messages you want to send and submit them for Meta's approval, in WhatsApp → Templates. See Templates.
- Build your audiences. Group customers by the attributes you imported so each message reaches the right accounts, in WhatsApp → Segments. See Segments.
- Send your first campaign. Pick an approved template and an audience, and send it now or at a time you choose, in WhatsApp → Scheduled. See Scheduled campaigns.
In this section
Your customer accounts and the WhatsApp contacts linked to them live under CRM.
Conversations
Read the conversations your customers have started and how each was answered.
Scheduled
Send an approved template to an audience now or at a date and time you pick.
Sent
See how every campaign performed, who received it and how people responded.
Engagement
Find the contacts who read your campaigns, and read them fastest.
Templates
Create a reusable message, submit it for approval and test it before you use it.
Template status and quality
Understand whether a template can send and how customers are responding to it.
Segments
Build reusable audiences from your customer attributes.
Tags
Label campaigns and segments so long lists stay easy to filter and browse.
Flows
Build, preview and publish a form customers fill in without leaving WhatsApp.
Consent Log
See a dated record of every opt-in and opt-out your contacts have made.
Consent and opt-in
Follow Meta best practice and UK requirements when collecting marketing consent.
Invites
Invite customers to your channel one at a time, in bulk from a CSV, or with a link.
Channels
Check the health of each number and set up the join page customers use to opt in.
Imports
Upload customers and contacts from CSV files, and check that every upload finished.