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How do I create, schedule, and manage WhatsApp campaigns in MyOperator?

⚡ Quick answer


A WhatsApp campaign in MyOperator is built in four clicks:


  1. Pick one pre-approved template.
  2. Upload an Excel/CSV audience list (≤ 5,000 or the Meta message-limit—whichever is lower).
  3. Map any template variables to Excel columns (or set fallback values).
  4. Send now or schedule later.


The platform checks the credit balance at a scheduled time and again at send time; a campaign fails if credits are insufficient.


When should I use this guide?


Read this walkthrough if you need to:


  • Blast a template message to hundreds or thousands of customers.
  • Personalise each message with names, dates, or amounts.
  • Understand Meta-imposed audience caps and what happens when they’re lower than 5,000.
  • Troubleshoot import errors, variable mismatches, or low-balance failures.



Prerequisites & limits


Item

Rule

Where to see/set

Approved template

At least 1 required

Manage → WhatsApp → Templates

Audience cap

min(5000, Meta message-limit) per campaign

Limit shown on the Audience screen

Credit balance

Must cover all messages

Dashboard balance widget

Excel/CSV format

Mandatory “Phone number” column

Download sample file

Country code

India only; system prefixes 91

Auto-applied

Duplicate numbers

Auto-removed on upload

Shown in the import summary



Campaign workflow overview


  1. Template – choose content.
  2. Audience – upload list, auto-dedupe, respect Meta limit.
  3. Variable mapping – connect template placeholders to Excel columns.
  4. Schedule / Send – pick date/time, run credit check, optional test message.



Step-by-step creation


Step 1 – Template selection


  1. Go to WhatsApp → Campaigns → Create Campaign.



Alt text: create a campaign


  1. Enter a unique campaign name.
  2. Select the WhatsApp account & phone number to send from.
  3. Pick a pre-approved template.
  • If the template has variables, a banner lists the variable names.
  1. Preview the message in real time (right-side panel).
  2. Click Next.




Alt text: Preview the template


Step 2 – Audience creation


  1. Download a sample file (Excel/CSV) if needed.
  2. Confirm your Meta message limit displayed on screen.
  3. Prepare the sheet:
  4. Mandatory column header: Phone number (case-insensitive).
  5. Allowed phone formats: 91xxxxxxxxxx, +91xxxxxxxxxx, or xxxxxxxxxx.
  6. Optional columns: Name plus any variable columns.
  7. Upload the file → the system:
  8. Auto-adds 91, removes duplicates, drops non-India numbers.
  9. Shows cleaned audience count.
  10. Review and fix any row-level errors shown before clicking Next.



Alt text: Audience creation


Example Excel (partial):


Name

Phone number

customer_name

amount

date

John Doe

919898900945

John

500

26-Sept-2024

Adam Eve

8798999999

Adam

300

30/09/2024


Step 3 – Variable mapping (optional)


Appears only when the chosen template contains variables.


For each placeholder:


  1. Pick the Excel column from a dropdown, or
  2. Enter a fallback value to be used when the column data is blank (or for all recipients).


Example mapping:


Template variable

Excel column

Fallback (if blank)

{{customername}}

customer_name

User

{{amount}}

amount

299

{{date}}

date

1 Oct




Alt text: Variable mapping


Step 4 – Scheduling & test send


Screen elements:


  • Audience count – final, unique recipients
  • Approx. cost – based on audience × template type.
  • Test message – enter your own number, click Send Test.
  • Schedule options – Send Now or pick date/time.


Click Schedule (or Send Now) to finish.



Campaign statuses & listing page


Status

What it means

Completed

≥ 1 message sent

Failed

0 messages sent (e.g., no credits)

Cancelled

Manually stopped ≥ 5 min before run

Scheduled

Queued for future send


Listing-page perks:


  • Filter by date, status, or phone number.
  • Cancel a scheduled campaign until T-5 min.
  • Click a row for sent/delivered percentages.
  • Download CSV reports.
  • If “Name” + “Phone number” were in the file, contacts are auto-added to the book.



Balance checks & cost logic


Moment

What happens

Schedule-time

System estimates cost; prompts recharge if balance is low.

Send-time

Re-checks balance; if insufficient, entire campaign fails and status = Failed.



When does a campaign NOT work?


  • No approved template in the account.
  • Audience file exceeds Meta limit or has > 5,000 numbers.
  • Uploaded numbers are non-Indian or malformed.
  • Credits run out between scheduling and sending.
  • Attempting to cancel less than 5 min before start—cancellation ignored.
  • Variable columns missing and no fallback value set → template fails validation.



Troubleshooting guide


Symptom

Likely cause

Quick fix

Audience count drops after upload

Duplicates, invalid numbers, or non-91 codes removed

Review import summary

“Phone number column missing” error

Header misspelled

Rename column exactly Phone number

Campaign stuck in Failed

Credits empty at send-time

Recharge, then duplicate campaign

Variable values not inserted

Column blank & no fallback

Map correctly or set fallback

Cannot cancel campaign

Less than 5 min before start

Cancel earlier or let it send


Keywords: WhatsApp campaign, MyOperator WhatsApp, variable mapping, Meta message limit, audience upload, WhatsApp bulk send

Updated on: 27/11/2025