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Overview:

Step-by-Step Guide to Creating a WhatsApp Broadcast Campaign in Chakra Chat.

Step to Create a Broadcast Campaign​

  • Go to Campaigns Tab. Click New Broadcast
New Broadcast

Step 1: Add OR Select Leads​

Note: Ensure the lead has a phone number in the first column always.

1a) Add Leads:​

  • Upload CSV file

Upload CSV file

  • Manually Enter leads in the table OR Copy from a file and paste in the add lead table:

Manual leads

(Optional): Apply Tags: By default, Chakra Chat assigns a timestamped tag (e.g., "Upload Jul-16th-1702"). Add custom tags as needed to save leads with these tags.

1b) Select Leads:​

  • In the Select Lead section, go to Select Tags.
  • Search for and apply existing tags as needed.
  • Preview the selected leads and phone numbers in the Preview section.Click Next.

Select Tags

Preview Tag Leads

Step 2: Create OR Select a Template​

2a) Select a Template:​

  • Click the Select Template tab.
  • Scroll or search for a template by name.
  • Click Select to choose the desired template.

Select a Template

2b) Create a Template:​

  • To create a new template, follow the template creation guide here (#).

Create a Template

  • Map the template variable body variables and add media files:
    • Media: Upload any required media files.
    • Variable Mapping: Map template variables to the corresponding fields in your lead data.\

Link Template Fields

Step 4: Launch Campaign​

  • Click Launch to start the campaign instantly. [Optional]Select WABA Number: If using multiple WhatsApp Business API (WABA) numbers.* [Optional] Schedule the campaign.

Launch Broadcast

The campaign has been successfully launched