Marketing Hub: Reach, Engage, and Convert Your Audience
The Marketing section gives you the tools to organize visitors, build WhatsApp audiences, manage approved WhatsApp templates, fund messaging credits, and send targeted WhatsApp campaigns from connected WhatsApp Business accounts.
What You Can Manage
Scheduled Messages
Plan and automate your outreach campaigns in advance. Schedule messages to go out at optimal times, set up recurring campaigns, and track delivery status — all without sending a single message manually.
Use cases:
- Automated follow-up sequences
- Promotional campaign scheduling
- Re-engagement campaigns for inactive contacts
Learn more about Scheduled Messages →
Visitors
Track and manage everyone who interacts with your business across all channels. Every visitor is a potential customer — the Visitors section helps you understand who's reaching out and what they're interested in.
Use cases:
- View conversation history per visitor
- Add tags to categorize leads
- Track visitor source and engagement
Broadcasts
Send WhatsApp campaigns to subscribed visitors, selected Audiences, or manually entered phone numbers. Broadcasts are sent from a selected WhatsApp Business account and use your WhatsApp Wallet for production delivery.
Use cases:
- Promotional campaigns to your entire audience
- Automated cart abandonment recovery messages
- Order confirmation or reminder campaigns
- Time-sensitive offers and announcements
Audiences
Use one Audience hub for rule-based Smart Audiences, workflow-managed Automated Audiences, and manually curated or imported Custom Audiences.
Use cases:
- New leads matched by live rules
- Contacts added by onboarding workflows
- Cart abandoners who have not checked out
- Imported event or customer lists
WhatsApp Template Builder
Design, preview, save, and submit WhatsApp message templates to Meta for approval. Each submitted template is tied to a WhatsApp Business account, and approved templates can be used in broadcasts and automation.
Use cases:
- Create approved templates for outbound marketing
- Build order confirmation and shipping notification templates
- Design interactive templates with quick reply and URL buttons
Learn more about Template Builder →
WhatsApp Wallet
Track your prepaid balance for outbound WhatsApp marketing and automation sends. Production sends debit the wallet before each attempt, and failed WhatsApp API sends are credited back automatically.
Use cases:
- Monitor your WhatsApp messaging budget
- Top up credits before large campaigns
- Review transaction history to track spending
Learn more about WhatsApp Wallet →
WhatsApp Marketing Templates
Manage the WhatsApp templates saved in Nviti, sync approval status from Meta, and confirm which templates are ready for broadcasts and workflow actions.
Use cases:
- Appointment confirmations and reminders
- Order status updates
- Promotional offers and discounts
- Customer onboarding messages
Learn more about WhatsApp Marketing Templates →
WhatsApp Marketing Setup
Review the operational setup required for WhatsApp marketing: connected WhatsApp Business accounts, wallet pricing, delivery records, subscription defaults, and launch checks.
Use cases:
- Configure WhatsApp Business senders for campaigns
- Confirm wallet pricing before production sends
- Troubleshoot account, template, and wallet readiness issues
- Prepare an operational checklist before launching broadcasts
Learn more about WhatsApp Marketing Setup →
Bookings
Create WhatsApp Flow booking experiences for appointments, events, locations, and services. Bookings generate a WhatsApp Flow with an event/location selector, CalendarPicker date selection, available time slots, optional custom fields and images, and a final confirmation screen.
Use cases:
- Appointment scheduling
- Event registration
- Location-based service bookings
- Consultation and demo bookings
Getting Started with Marketing
Building Your WhatsApp Marketing Strategy
- Connect WhatsApp Business accounts — Make sure each sender account is active and has valid API credentials
- Configure pricing and fund the wallet — Confirm wallet send prices and top up enough credits for the campaign
- Build and sync templates — Prepare reusable templates and sync Meta approval status before launch
- Prepare recipients — Use visitors, Smart, Automated, or Custom Audiences, or manual phone numbers
- Test broadcasts — Send test messages without debiting the wallet
- Launch campaigns — Send scheduled, triggered, or behavioral broadcasts to eligible recipients
Best Practices
Segmentation:
- Keep Audiences focused and specific — a 50-person highly-targeted list beats a 500-person generic one
- Review Custom and Automated memberships regularly; Smart Audiences update from their rules
- Confirm broadcast recipients have phone numbers and active marketing subscription
Scheduling:
- Test different send times to find when your audience is most responsive
- Space out campaign messages to avoid overwhelming recipients
Templates:
- Keep templates short and clear — WhatsApp has a 1024 character limit for template messages
- Always include a clear call-to-action
- Make it easy to opt out or ask questions
- Sync template status from Meta before using a template in a broadcast
Wallet:
- Top up before large campaigns so production sends do not fail halfway through the recipient list
- Review wallet transactions after campaigns to confirm debits and refunds
Keywords
marketing automation, smart audiences, automated audiences, custom audiences, scheduled messages, visitor management, WhatsApp marketing, WhatsApp Business account, audience segmentation, marketing campaigns