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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.

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## 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

2. Sales & Lead-Based Businesses

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

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

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

4. 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.*

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## 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
4. Higher WhatsApp Campaign Adoption - Because campaign creation becomes easier, more users start using WhatsApp campaigns regularly.

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## 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

![](https://content.api.getguru.com/files/view/1a4fe872-5f25-418f-892b-44468be4c0e1)

*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.

![](https://content.api.getguru.com/files/view/9dfa4190-fe9a-4fa5-a8bc-1af5bb844db4)

*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.

![](https://content.api.getguru.com/files/view/33898dba-311e-46ea-8b2e-3d9363b680e3)

*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.

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## 4. Key rules & limitations

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

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

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

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

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

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## 5. What happens after campaign creation?

* Campaign is tagged with Source: Contacts.

![](https://content.api.getguru.com/files/view/663e214d-bf70-4cfd-a42a-7b7ae16d7306)
![](https://content.api.getguru.com/files/view/91422715-fb84-4b63-90ac-313c905b026d)

*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.

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## 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

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## 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.

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