# Campaigns

To send personalized WhatsApp messages to selected contact groups using pre-approved templates and scheduled timing.

Access Campaigns from the side menu and click on **Create Campaign.**

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/Etdimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/Etdimage.png)

### 🔹Step 1: Choose Template & Personalize Message

**Template**

- Choose the Template or you can click **Change** to select a pre-approved WhatsApp template.
- Displays template name, language, and category.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/StMimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/StMimage.png)

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/w5pimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/w5pimage.png)

**Header**

- Select a document (e.g., invoice or receipt) to attach.
- Fill in the value for `{{Header Document Name}}` if required.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/M7vimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/M7vimage.png)

**Body**

- Fill out dynamic variables like `{{1}}`, `{{2}}`, etc.
- Use the dropdowns or manually type values to personalize.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/nG6image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/nG6image.png)

**Message Preview**

- Shows a live preview of the message based on variable inputs.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/5kIimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/5kIimage.png)

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### 🔹 Step 2: Contacts and Schedule

**Campaign Title**

- Enter a name for internal tracking (e.g., “Order Receipt – June”).

**Target Contacts**

- Select a contact group from saved lists.
- Optional: Toggle to restrict by **Language Code** (sends only to users matching the template’s language).

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/Pi2image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/Pi2image.png)

**Schedule**

- Choose **Now** to send immediately or toggle for future scheduling.
- Scheduling disables immediate send and opens date/time selectors.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/E7Bimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/E7Bimage.png)

**Send using Phone Number**

- Pick the sending WhatsApp number (useful for multi-number setups).

[![Screenshot 2025-06-09 114659.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/7qYscreenshot-2025-06-09-114659.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/7qYscreenshot-2025-06-09-114659.png)

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### ✅ Final Step

Click **Schedule Campaign** to confirm and send/schedule your campaign.

On the **Create Campaign** page in KiyoWAP:

- **Manage Campaigns**: Redirects you to view, edit, or monitor all your previously created WhatsApp campaigns.
- **Sync WhatsApp Templates**: Updates your template list by syncing with approved templates from WhatsApp Business Manager, ensuring the latest versions are available for use.'

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/bkQimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/bkQimage.png)

## Campaigns List View

In List view page, there are two main tabs: **Active** and **Archive**. The **Active** tab displays currently running or completed campaigns, while the **Archive** tab holds older campaigns that have been manually archived for record-keeping.

Each campaign is listed in a table format showing key details including the **campaign title**, **associated message template**, **number of contacts targeted**, **creation time**, and **scheduled send time**. The **status** column indicates whether the campaign has been executed or is pending.

Two main actions are available for each campaign:

- **Campaign Dashboard**: Opens a detailed view with performance metrics and analytics.
- **Archive**: Moves the campaign to the archive tab for future reference without cluttering the active list.

Additional features include a **search box** to quickly locate campaigns by title or keyword, and an **entries dropdown** to control how many campaigns are shown per page. A **“Create New Campaign”** button is also provided in the top-right corner, allowing users to easily initiate new WhatsApp marketing campaigns.

This dashboard ensures efficient tracking, management, and analysis of WhatsApp outreach efforts from a single interface.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/scaled-1680-/dOCimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-06/dOCimage.png)