NatiqDocs

Appearance

Open Natiq

Create a campaign

Send an approved WhatsApp template to a list or segment in three steps: who, what and when.

Updated 9 Nov 2026 2 min readNeedscampaigns.campaign:write

A campaign sends one approved WhatsApp template to a group of contacts, now or at a time you choose. The wizard asks three questions in order: Who are you reaching?, What will you send? and When should it go out?

Before you start ​

The wizard ​

Step 1 of the wizard: choose the lists and segments the campaign is for. The side card shows the reach.
  1. 1Who
  2. 2What
  3. 3When
Step 2: pick an approved template, fill its variables, and check the WhatsApp preview.
  1. 1Change template
  2. 2Variables

  1. Open Campaigns from the rail and select New Campaign.

  2. Who (step 1). On the Audience tab, select the lists and segments the campaign is for. Use the All Contacts tab to hand-pick individual contacts. The side card shows your reach and a plain-words summary. You must select at least one audience to continue. Need a new list? Select New Audience; you'll return here with it selected.

  3. What (step 2). Choose the channel that will carry the campaign, then pick a template from the gallery. The gallery shows approved templates only; if it says "No approved templates yet", create one first: open WhatsApp, select Template messages, then New Template.

  4. Fill in the template's content. For each variable the template uses, enter its value. If the header is an image, video or document, add the file (or a link); for a document also give a file name. A preview on the left shows what recipients will see.

  5. When (step 3). Give the campaign a name (for example "SME Renewal — 30 days") and choose when it goes out. See Schedule a campaign.

  6. Review the audience and message recaps. Select Edit on either to go back. The summary under the preview says what happens next.

  7. Select Launch now, or Schedule campaign if you set a time. To keep it for later, select Save instead.

The Continue button is disabled, with a hint, until you pick a channel and a template.

Drafts ​

  • Autosave: your progress is saved as a local draft on every change, so you can leave and come back. These unfinished drafts are kept in this browser and appear on the Draft tab. Select Continue Editing to resume, or the trash icon to delete one.
  • Save in step 3 saves the campaign to Natiq as a draft, with no send or schedule. It appears on the All tab with the status Draft, not on the Draft tab.
  • A saved draft has a Send now button (the paper-plane icon) in the list and on the campaign's page. Sending is final: the confirmation says that once sent, the campaign can no longer be edited.

Tips ​

  • Templates belong to a channel. If you change the channel after picking a template, you'll need to pick again.
  • The campaign page, opened with View, shows delivery results. See Campaign results.
Schedule a campaignSend now or at a set date and time.Campaign resultsDelivery, recipients and the dashboard.