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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.

![](https://content.api.getguru.com/files/view/4f9c8922-a03e-4362-a2dc-e996bbdb2c76)

*Alt text: create a campaign*

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

![](https://content.api.getguru.com/files/view/5c95e6de-c8ad-4e0b-8390-9f76753f5138)

![](https://content.api.getguru.com/files/view/1b3640a7-e747-4e73-b645-b4cd866414e8)

*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:
   1. Mandatory column header: `Phone number` (case-insensitive).
   2. Allowed phone formats: `91xxxxxxxxxx`, `+91xxxxxxxxxx`, or `xxxxxxxxxx`.
   3. Optional columns: `Name` plus any variable columns.
4. Upload the file → the system:
   1. Auto-adds `91`, removes duplicates, drops non-India numbers.
   2. Shows cleaned audience count.
5. Review and fix any row-level errors shown before clicking Next.

![](https://content.api.getguru.com/files/view/360d7d3f-5442-4bb8-9830-e581f64c8401)

*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 |

![](https://content.api.getguru.com/files/view/79fbe5d9-a971-470e-a343-a57881a75906)

![](https://content.api.getguru.com/files/view/07eb4080-b97c-472a-8c07-03fbd8571b5c)

*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