What should I keep in mind when selecting a template for a campaign?
📌 How to Choose the Right Template for a WhatsApp Campaign
Selecting the correct WhatsApp-approved template is the foundation of every successful campaign. A mismatch in variables, media, or approval status can block your launch.
🧭 Key Steps & Checks
Step | What to Check | Why It Matters |
|---|---|---|
✅ Select WhatsApp Number | Pick the correct WhatsApp Business Account (WABA) number | Messages will only send from the number you choose |
🆔 Unique Campaign Name | Use a name not already used (e.g., | Prevents confusion and ensures clean reporting |
🧩 Match Variables | Confirm template placeholders ({{customer_name}}, {{amount}}, etc.) match column headers in your Excel/CSV sheet | Enables smooth personalization |
📂 Media Attachments | Ensure images, videos, or documents are approved and meet WhatsApp specs | Avoids template rejection or broken display |
🗓️ Approved Template Only | Verify the template has Meta approval | Draft/pending templates cannot be used |
🔍 Example: Variable Mapping
Template: Hi {{customer_name}}, your subscription of ₹{{amount}} is due on {{due_date}}.
Your Excel sheet should include:
Column Header | Example Value |
|---|---|
customer_name | Jane Doe |
amount | 999 |
due_date | 28 July 2025 |
📸 Screenshot: Variable mapping screen showing headers matched with placeholders
⚠️ Common Mistakes to Avoid
Mistake | Consequence |
|---|---|
Using duplicate campaign names | May overwrite or confuse reporting |
Selecting an unapproved template | Campaign cannot proceed |
Missing variable columns in upload sheet | Mapping step fails |
Choosing the wrong WhatsApp number | Campaign may send from incorrect sender ID |
✅ Best Practices
- Use descriptive campaign names (e.g.,
July_Premium_Renewals_Batch1). - Always preview templates before launch to confirm layout, tone, and button/CTA order.
- Download a sample file from MyOperator to ensure your contact sheet matches the template variable structure.
- Keep a naming convention for campaigns (Month_Purpose_Batch) to streamline reporting.
✅ Summary
- Choose the correct WhatsApp number.
- Assign a unique campaign name.
- Match all variables with your audience file.
- Use only WhatsApp-approved templates.
- Double-check attachments and preview.
Updated on: 23/09/2025