Creating a WhatsApp Message

Before creating WhatsApp campaigns in Netmera, make sure the following prerequisites are complete:

1. Set up your WhatsApp connection through Meta Business Manager Connect your Meta Business Account to Netmera to enable campaign creation and message delivery.

2. Review WhatsApp policies, limits, and content rules Ensure compliance with Meta’s rules regarding message frequency, opt-in requirements, and allowable content types.

3. Create and approve templates in Meta WhatsApp campaigns must use pre-approved templates. Draft your templates in Meta Business Manager, submit them for approval, and only then will they be available for use in Netmera.

WhatsApp Templates Dashboard

Below the search, you’ll see all WhatsApp templates synced from your Meta Business account. Each row includes:

• Template Name: The internal name given to the template.

• Status: Only Approved templates can be used. If a template is Pending or Rejected, it won’t be selectable for starting a campaign but will be shown here.

• Quality: Displays Meta’s quality rating (e.g., High, Medium, Low, Unknown).

• Category: Classification, typically Marketing, Utility, or Authentication.

• Actions: The menu (…) where you can preview and select a template for editing.

Template Search and Filters

• Search Template: Use the search bar to quickly find a template by name.

• Filter Button: Next to the search bar, click the filter icon to narrow down templates. You can filter by:

  • Status: Show only Approved, Pending, or Rejected templates.

  • Category: Filter by purpose such as Marketing, Utility, or Authentication.

  • Quality Rating: Filter based on Meta’s quality indicators (High, Medium, Low, Unknown).

  • Language: Select templates in specific languages (e.g., English, Turkish).

This helps you focus only on the templates relevant to your campaign.

Step 1: Compose

The Compose step is where you set up the content of your WhatsApp campaign before sending it to your audience. In this stage, you will work with a pre-approved WhatsApp template and personalize its elements to match your campaign’s needs.

Header

• You can add an image at the top of your message to capture attention.

• Click on the header area to upload a file (e.g., PNG or JPG).

• The image is displayed above the message text on users’ devices.

Body

• This is the main message text of your campaign.

• If your template includes variables (e.g., {{1}}), these placeholders can be replaced dynamically with user data.

Variables Matching

• Variables in your template (e.g., {{1}}) must be matched with a profile attribute from your user database.

• Example: {{1}} → First Name.

• If no value is available for a user, a Default Value is applied instead.

• This ensures every recipient sees a complete and personalized message.

Footer

• A short line of text appears below the main message.

• Common use cases: brand signature, disclaimer, or call-to-action reinforcement.

Buttons

WhatsApp templates support interactive buttons to drive engagement. You can configure multiple types:

1. URL Button – Visit Website

   • Define the button text (e.g., “Visit website”).

   • Add a URL (e.g., https://www.google.com/{{1}}).

   • You may also insert a parameter value (e.g., https://paycell.com.tr/).

2. Phone Number Button – Call Phone Number

   • Add a button that triggers a direct phone call when tapped.

   • Useful for support lines, sales teams, or customer service.

3. Quick Reply – Yes/No or Custom Responses

   • Add predefined reply options (e.g., “Yes” / “No”).

   • Helps guide users through a conversation flow and enables structured responses.

Campaign Preview

• On the right-hand side, you can see a live preview of how your message will appear on both iOS and Android devices.

• This includes the header, body text (with variables applied), footer, and buttons.

Template Details

• At the bottom, you’ll see the technical details of the template:

  • Template Name (system identifier, e.g., whatsapp_marketing)

  • Template Category (e.g., Marketing, Utility, Authentication)

  • Template Language (e.g., English)

Test on Device

Before launching your WhatsApp campaign, it’s important to verify that your template content and personalization appear correctly on real devices.

1. Choose the identifier type from the dropdown:

   • External ID

   • Email

   • MSISDN (phone number)

   • WhatsApp Number

2. Enter the value in the input box (e.g., the specific External ID or phone number).

3. Click Add to register this user as a test recipient and click on Test on Device.

Use real test accounts linked to WhatsApp to ensure accurate validation.

Once you finalize the content, click Save & Continue to proceed to the next step in campaign setup.

Step 2: Delivery

The Delivery step defines when and how your WhatsApp campaign messages will be sent to your audience. You can send messages immediately, schedule them for a future date, or set expiry rules.

Campaign Period

The Campaign Period settings let you control the timing of your message delivery:

• Send Now

  • Messages are sent immediately once the campaign is launched.

  • Best for urgent or time-sensitive campaigns (e.g., flash sales, reminders).

• Schedule Your Campaign

  • Allows you to set a specific start date and time for delivery.

  • Useful for planned campaigns tied to events, promotions, or product launches.

• Set Message Expiry Date

  • Defines an expiry time for the message on the user’s device.

  • After the expiry date, the message will no longer be visible in the recipient’s WhatsApp.

  • Recommended for limited-time offers or content that should not remain available indefinitely.

Delivery Options

These options control how messages are distributed to your selected audience:

• Send Fast

  • Sends all messages immediately after launch.

  • Best for smaller audiences or when rapid delivery is required.

  • Ensures maximum impact for time-sensitive announcements.

• Send in Packages

  • Delivers messages in timed batches rather than all at once.

  • Useful for large-scale campaigns, helping manage traffic load and ensuring stable delivery performance.

  • Often preferred for operational or transactional messaging where delivery pacing is important.

Step 3: Audience

In the Audience step, you define who will receive your WhatsApp campaign. You can either send the message to all users or create a highly targeted audience using advanced filters.

Options for Audience Selection

• Send All Users

  • Delivers the campaign to all active users who meet the WhatsApp consent requirements.

  • Recommended for broad announcements, global campaigns, or general notifications.

• Create Audience

  • Allows you to build a custom audience by applying filters and conditions.

  • Useful for segmentation, personalization, and targeted engagement strategies.

Building a Custom Audience

When creating an audience, you can apply filter rules based on different user attributes and behaviors.

Root Logic

Choose whether rules will be combined with:

• AND → All conditions must be true.

• OR → At least one condition must be true.

Filter Types Available

You can filter users by:

• Channel (Mobile, Web, SMS, Email, WhatsApp)

• Profile Attribute (e.g., Name, Age, City, Subscription status)

• Segment (previously saved audience segments)

• Tag (manual or automated user tags)

• Platform (iOS, Android, Web)

• Response (user actions in past campaigns)

• Message Category (specific message groups)

• Device Type / Device Model

• Location Tracking (if enabled)

• App Installation (whether the app is installed or not)

• Operating System

• Installation Source

• App Tracking (Android Only)

• Advertising ID Permission (for iOS 14+)

• Android Provider

• Promotion

Filter Groups

You can create groups of conditions and apply AND/OR logic inside them.

Example:

• Group A: Channel = Mobile AND Channel = WhatsApp

• Group B: Platform = iOS AND Device Model = iPhone 16,1

This allows complex audience targeting with high flexibility.

Rule Description Panel

• The right-hand side of the screen shows a summary of your applied rules.

• This helps validate whether your filters match your intended targeting logic.

Selection Criteria

• Number of Users → Displays the total number of users that match the current filters.

• Ignore User Message Limits → Bypasses frequency caps or messaging limits applied to users.

• Limit Target Users → Restricts delivery to a maximum number of users (useful for testing or staged rollouts).

Step 4: Go

The Go step is the final stage of your WhatsApp campaign setup. Here, you can review all configurations made in the previous steps and confirm everything before sending your campaign.

Campaign Summary

• Confirms campaign name, type, and total target users.

Compose Review

• Shows header image, body message, and footer text.

• Use Edit Compose to make changes.

Delivery Review

• Displays sending time (Now or Scheduled), speed (Fast or Packages), and expiry settings.

• Use Edit Delivery if adjustments are needed.

Audience Review

• Summarizes targeting rules from Step 3.

• If no rules were set, all eligible users may be included.

• Use Edit Audience to refine targeting.

Campaign Preview

• Live preview on iOS and Android with all applied content.

Template Details

• Confirms template name, category, and language.

Launch

• Click Send to launch immediately or at the scheduled time.

• Use Back if you need to update any step.