Skip to main content
Click New campaign on the campaigns page and the builder opens. It has five steps, and a numbered indicator across the top shows where you are: 1 Channel → 2 Content → 3 Audience → 4 Schedule → 5 Review & Launch You can go Back at any point. Nothing is saved until you leave step 4, and nothing is sent until you press Launch on step 5.

​
Step 1 — Channel

Give the campaign a Campaign name — this is for you, not the recipients. “May promotion” is the placeholder for a reason: name it so you recognise it in the report list months later. Then pick a channel. Only channels that are currently Active appear. With none connected you will see “No active channels. Please connect a channel first.” — see Channels.
The channel locks once the campaign has been saved: “The channel can’t be changed after the campaign has been saved. Cancel and start a new campaign to send from a different channel.”Saving happens when you click Next on step 4. Up to that point you can change your mind freely; after it, sending the same message on another channel means building a new campaign.
Choosing a WhatsApp channel switches the next step to templates. Every other channel gets a plain text message.

​
Step 2 — Content

The content step, with the message body and the contact parameters you can insert.

​
Text channels

Write your message in the Message text box. Above it is a row of parameter chips:
Insert a contact parameter — it’s replaced per recipient when sending:
Click a chip and it drops the parameter in at your cursor. A character counter runs under the box.
Personalise with First name rather than Full name — “Hi Sara” reads better than “Hi Sara Al-Amin”. Spot-check a few contacts first: a parameter with nothing behind it leaves an awkward gap in the message.

​
WhatsApp

WhatsApp campaigns use a template, and the step opens with the reason:
WhatsApp requires an approved message template for outbound campaigns. Pick one below.
1

Choose a template

The Template dropdown lists only templates Meta has approved, shown as name · language · category. Its body appears below as a Preview.
2

Upload the header media, if the template has one

Templates with an image, video or document header show a required upload. The file you upload is used for every recipient, so pick something that works for the whole audience.
3

Map the variables

Under Map variables to contact fields, every {{1}}, {{2}} and so on in the template body gets a dropdown: Contact name, First name, Email, Phone, Country or Gender. “Each recipient gets these filled from their contact record at send time.”
You cannot move on until a template is chosen, any required header media is uploaded, and every variable is mapped. That last rule is not fussiness — Meta rejects a send with an unmapped parameter, so an unmapped variable would mean the whole campaign failing on delivery. If the dropdown is empty:
  • “No approved templates on this channel. Create one in Settings → Channels → Templates.” — you need a template approved first. See WhatsApp.
  • “Could not load templates for this channel.” — the channel connection is not answering. Check it under Managing channels.

​
Step 3 — Audience

The audience step: conditions that narrow who receives the campaign.

The step opens with its own explanation:
All active contacts on the selected channel receive this campaign. Add conditions below to narrow the audience — they are AND-combined.
Leave it empty and every contact with an address on the channel is included. Add conditions and each one narrows the set further — all of them must be true for a contact to be included.
Several Tag conditions combine with AND, not OR: “has tag VIP” plus “has tag Riyadh” means contacts carrying both tags. To reach either group, either send two campaigns or add a single tag that covers them.
Opted-out contacts are excluded whatever you set here — an Opted out is false condition changes nothing, and setting it to true still sends to nobody. You can always continue from this step; the audience is only counted on the last one.

​
Step 4 — Schedule

The schedule step, with the optional send time and the sending rate.

Scheduled for (optional, your local time) — pick a date and time to send later:
Leave empty to send immediately when you launch. Times are in your device’s local time zone.
A time in the past is refused with “Pick a time in the future.” Throttle (messages / minute) — how fast the campaign sends. The default is 60, and it accepts anything from 1 to 1000.
The throttle is not only about provider limits — it is about your team. A campaign that lands 3,000 messages in a minute produces replies faster than anyone can read them. Slowing it to 60 a minute spreads the replies over an hour.
Clicking Next here saves the campaign as a draft. Going Back and forward again updates that same draft rather than creating another, so you will not end up with duplicates. Leaving the builder with unsaved changes prompts you first.

​
Step 5 — Review & Launch

The last step summarises everything: Name, Channel, Content, Schedule (“Send immediately” when you left it blank), Throttle, and Estimated audience — a count of the contacts who currently match. Read the audience number before anything else. It is the single best check that your filters and channel addresses are what you think they are. If it comes out at zero:
No contacts match the current filter. Launching now will send to nobody.
Launch stays disabled until you tick Launch anyway, even though nobody will receive it. Usually the right move is to go back and find out why — most often the contacts have no address on the chosen channel. Two buttons finish the builder:
  • Save as draft — stores it and takes you to its report. Launch it later from there or from the list.
  • Launch — confirms first: “This will message ~N contacts in ‘<name>’. This can’t be undone once sending starts.”
A scheduled campaign moves to Scheduled and waits. An unscheduled one starts Sending straight away.

​
Errors you may hit at launch

Callivox checks the campaign again at launch, because things can change between building it and sending it.

​
Next steps

Campaign reports

Watch it send, and read what happened.

Managing contacts

Tags, channel addresses and opt-out — the three things an audience depends on.