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How do I launch a WhatsApp campaign directly from the Contacts page using Contacts Retargeting?

Quick answer


  1. Apply at least one filter on the Contacts page.
  2. Click “Create Campaign” (appears only if filtered contacts ≤ 10,000).
  3. Pass the WhatsApp Business API (WABA) check.
  4. Fill in campaign details, verify wallet balance, then Send Now or Schedule.


When should I use this guide?


Use it whenever you want to re-engage existing contacts—without exporting CSVs—by sending a WhatsApp campaign straight from the Contacts module.



1. Use cases: who needs this?


Contacts Retargeting is ideal for businesses that already have customer data and want to re-engage quickly.


  1. E-commerce Businesses


  • Run festival or flash-sale campaigns using existing contacts


  1. Sales & Lead-Based Businesses


  • Follow up with leads who were contacted earlier
  • Re-engage cold leads with offers or reminders


  1. Service Businesses (Salons, Clinics, Education, etc.)


  • Send reminders, renewal offers, or new service announcements
  • Target customers based on past interaction data


  1. Marketing Teams


  • Quickly launch campaigns without exporting CSVs
  • Reduce time spent on audience creation


The core idea: filter → Create campaign → Schedule campaign, all in one place.



2. Benefits


Focus on these advantages when explaining the feature:


  1. Faster Campaign Creation: Users can launch campaigns directly from the Contacts page—no downloads, no re-uploads.
  2. Reduced Manual Effort - Eliminates CSV exports and re-imports, reducing errors and saving time.
  3. Controlled & Safe Targeting
  • Campaigns are limited to 10,000 contacts per run
  • System guides users to optimize filters if limits are exceeded
  1. Higher WhatsApp Campaign Adoption - Because campaign creation becomes easier, more users start using WhatsApp campaigns regularly.



3. How it works—five-step flow


Step 1: Apply Filters in Contacts


  • Users must apply at least one filter (e.g., tag, attribute, or segment).
  • Campaigns cannot be created without filters.
  • Once filters are applied:
  • If filtered contacts ≤ 10,000 → Campaign creation allowed
  • If > 10,000 → User is prompted to optimize filters



Alt text: Apply filters in contacts


Step 2: Click “Create Campaign”


  • The Create Campaign button becomes active.
  • Manual checkbox selection does not affect campaign eligibility.
  • Campaigns always use filtered contacts, not selected rows.


Step 3: WhatsApp Business API check


If the user does NOT have WABA:


  • They see an Enable WhatsApp Business API screen with:
  • Requirements
  • Watch Video CTA
  • Apply for WhatsApp Business API CTA
  • They must complete onboarding before proceeding.



Alt text: must complete onboarding before proceeding


If the user HAS WABA:


  • They select a WABA phone number.
  • Message limit is displayed automatically.


Step 4: Configure the Campaign


Users provide:


  • Campaign Name
  • WhatsApp Template (approved only)
  • Variable mapping (if applicable)
  • Schedule option (Send Now / Schedule Later)
  • Optional test message


The system:


  • Calculates estimated campaign cost.
  • Checks wallet balance.
  • Blocks scheduling if the balance is insufficient.



Alt text: Configuring the campaign


Step 5: Schedule & Launch


  • Once all mandatory fields are filled and the balance is sufficient:
  • Campaign is scheduled or sent immediately.
  • Success confirmation is shown.
  • Campaign appears in the Campaigns table.



4. Key rules & limitations


  1. Filter-Based Campaigns Only
  • Campaigns cannot be created without applying filters.
  • Checkbox selections are ignored for campaign creation.


  1. Audience Size Limit
  • Maximum 10,000 contacts per campaign.
  • The limit is configurable from the backend.


  1. Permissions Required
  • Only users with waba_campaign_access (Add/Edit) can:
    • See the Create Campaign button
    • Trigger campaigns from Contacts


  1. Balance Validation
  • Campaigns cannot be scheduled if the wallet balance is insufficient.
  • User must recharge before proceeding.


  1. Template Restrictions
  • Only approved WhatsApp templates.
  • Templates shown are limited to the selected WABA account.
  • Only one template per campaign.



5. What happens after campaign creation?


  • Campaign is tagged with Source: Contacts.



Alt text: Campaign is tagged with Source: Contacts


  • Appears immediately in the Campaigns dashboard.
  • Status reflects:
  • Preparing (When audience is getting prepared)
  • Scheduled
  • In Progress
  • Failed (with reason shown on hover)


If the system fails to fetch the audience:


  • Campaign is marked as Failed.
  • Reason is visible in campaign details.



6. How this helps internal teams


Sales Teams


  • Easier demos
  • Clear value proposition: “No CSVs needed”


Support Teams


  • Clear validation messages
  • Predictable error handling
  • Easier troubleshooting


Ops & Marketing


  • Faster execution
  • Fewer mistakes in audience creation



7. Feature availability


  • Available to all accounts.
  • Campaign creation depends on:
  • WhatsApp Business API setup
  • User permissions
  • Available wallet balance



8. When will the button be hidden or a campaign fail?


  1. No filters applied → Create Campaign button stays disabled.
  2. Filtered contacts > 10,000 → Prompt to narrow the audience.
  3. Wallet balance insufficient → Scheduling is blocked until recharge.
  4. User lacks waba_campaign_access → Button invisible.
  5. No approved WhatsApp templates for selected WABA → Cannot proceed.



Keywords: contacts retargeting, WhatsApp campaign, filter-based marketing, 10,000 contact limit, WABA onboarding, wallet balance, waba_campaign_access

Updated on: 27/01/2026