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WhatsApp Marketing Setup

Use this checklist to prepare your workspace for WhatsApp campaigns. You need an active WhatsApp Business account, approved message templates, eligible contacts, and enough wallet balance for the planned send.

1. Check the Sending Account

Open your connected WhatsApp Business account and confirm:

  • The account is active.
  • The displayed phone number is correct.
  • The connection credentials are current.
  • Payment Setup shows Attached when paid template delivery is required.

If payment setup shows Pending, wait and check again. If it shows Failed, retry Sync Payment Setup if that action is available to you, or contact Nviti support.

2. Prepare the WhatsApp Wallet

Open Marketing → WhatsApp Wallet, confirm the wallet is active, and top up enough credits for the expected audience. Actual pricing can vary by message category and destination, so keep a reasonable buffer.

Test sends from the Broadcasts page do not use wallet credits. Production sends do.

3. Create and Approve a Template

Proactive WhatsApp campaigns use an approved template:

  1. Create the message in WhatsApp Template Builder.
  2. Select the correct sending account, category, and language.
  3. Add realistic sample values for variables.
  4. Submit the template to Meta.
  5. Wait until its status is Approved.

Use Sync Status if the approval shown in Nviti appears older than the status in Meta.

4. Prepare the Audience

  • Send only to contacts who should receive your marketing messages.
  • Exclude customers who have opted out.
  • Check phone numbers and required template variables.
  • Use an audience or contact group you can review before sending.

5. Run a Controlled Test

Create a test broadcast to one or two team-controlled phone numbers. Check the sender, wording, variables, buttons, links, and mobile layout. A successful test is not a substitute for confirming wallet balance and audience consent before the production send.

6. Review the Campaign

Before starting the full broadcast, confirm:

  • The correct WhatsApp account is selected.
  • The template is approved for that account and language.
  • Every required variable has a value.
  • The audience and estimated size are correct.
  • The wallet has enough credits.
  • The scheduled time and time zone are correct.

After sending, review delivery results and wallet transactions. Failed attempts that qualify for an automatic refund will appear in the wallet history.

Troubleshooting

Missing or inactive sending account

Reconnect or activate the intended WhatsApp Business account, then select it again in the broadcast.

Insufficient wallet balance

Top up the WhatsApp Wallet and retry the failed recipients when the retry option is available.

Template is unavailable

Confirm the template is approved under the selected account and language, then sync its status.

Payment setup is incomplete

Retry the payment setup check or contact support before sending a paid campaign.

Keywords

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