To segment hot contacts and send a WhatsApp campaign, you use Papo's Lead Score (https://papo.global/) to identify the most promising leads and then set up a bulk send in the Disparador module, using a Message Template (HSM) approved by Meta. This flow connects intelligent lead qualification directly to marketing action, without switching tools.
Combining lead scoring with campaign sending allows your sales and marketing team to focus energy only on contacts with the highest likelihood of conversion. Instead of shooting in all directions, you direct the right message to the right people at the right time.
Process summary
| Step | Action | Responsible |
|---|---|---|
| Qualification | Assign Lead Score (AI or manual) and create dynamic segments | Papo CRM and AI |
| Campaign preparation | Create and approve a Message Template (HSM) in Meta Business Manager | Marketing / Admin |
| Send | Configure and execute the campaign in Papo's Disparador module | Marketing / Sales |
| Monitoring | Track deliveries and responses in Disparador history and inbox | Team |
How Lead Score identifies your hot contacts
Papo's Lead Score assigns a rating (from 1 to 5 stars) to each contact, indicating their purchase potential. This score can be generated in two complementary ways:
- Automatic AI Scoring: artificial intelligence processes conversation history and analyzes purchase intent, urgency, and specific questions. Each evaluated conversation consumes an AI credit. The result is a lead ranking, with the hottest contacts at the top.
- Manual Scoring: a team member can assign a manual rating (stars) or tags (labels) such as "Hot Lead" or "Requested Quote". This is useful to refine qualification based on external interactions (calls, meetings) or the salesperson's perception.
With the score defined, you can filter contacts directly in the CRM. For example, you can view only leads with 4 or 5 stars, or all that have the "Hot Lead" tag. These filters can be saved as Dynamic Segments, which update automatically as new contacts meet the criteria.
Creating a hot leads segment for the campaign
Before sending, you need to isolate the target audience. Follow this script in Papo's CRM:
- Access the contact list and use the available filters.
- Select the score condition (stars) – for example, "greater than 3" – or the corresponding tag.
- Save the filter as a Segment. Give it a clear name, such as "Hot Leads – WhatsApp Campaign".
- The segment now appears as a list ready to be used in Disparador.
Preparing the WhatsApp campaign: from HSM to Disparador
To send bulk messages on WhatsApp, Papo uses the Disparador module, available in plans such as the Gold Plan. The process requires the use of a Message Template (HSM) approved by Meta, mandatory for starting conversations outside the 24-hour window.
Message Template (HSM)
- Create the template in Meta Business Manager, defining the text, variables (e.g.,
{{1}}for name) and optional buttons. - Submit for approval in the appropriate category (Marketing, Utility, or Authentication).
- Once approved, the template is automatically available in your Papo account.
Disparador configuration
When accessing the module, you define:
- Inbox: select the WhatsApp inbox (Official API) that will send.
- Speed: messages per minute and interval between batches. Moderate values are recommended (e.g., 15 msg/min, 180-second pause) to avoid blocks.
- Audience: inform the total contacts in the segment and how many will receive at a time.
- Message: choose the approved HSM and fill in the variables.
Before starting, you will need to acknowledge best practices (do not send spam, do not use purchased lists, have opt-in). This step is mandatory and reinforces responsible use of the tool.
Complete step-by-step: from qualification to sending
| Step | Action | Important details |
|---|---|---|
| 1. Generate scores | Activate AI analysis on the contact base or assign ratings/tags manually. | AI consumes credits; manual scoring is immediate. |
| 2. Filter hot leads | In the CRM, filter contacts with 4 or 5 stars, or with the "Hot Lead" tag. | Combine filters to refine further (e.g., high score + "Quote" tag). |
| 3. Create dynamic Segment | Save the filter as a segment. | The segment updates automatically when new leads meet the criteria. |
| 4. Prepare HSM | Create and submit the message template in Meta Business Manager. | Approval may take minutes or hours. |
| 5. Configure Disparador | Access the module, select the inbox, speed, segment, and HSM. | Use moderate speeds and include pauses between batches. |
| 6. Start and monitor | Confirm the responsibility checkboxes and send. Track progress in history. | Customer responses arrive normally in Papo's inbox. |
Frequently asked questions
Do I need consent from contacts to send the campaign?
Yes. Sending bulk messages requires that contacts have authorized receipt (opt-in). Using purchased lists or sending without consent can lead to spam reports and number blocking.
Can I use only manual scoring to segment?
Yes. You can assign stars or tags manually and use these criteria in filters and segments. Manual scoring is useful to refine qualification based on interactions outside the chat.
What is an HSM and why is it mandatory?
HSM (Highly Structured Message) is a message template pre-approved by WhatsApp. It is required to start conversations with customers after the 24-hour window, ensuring messages follow Meta's policies.
Is Disparador available in all plans?
Access to the Disparador module is offered in specific plans, such as the Gold Plan. For details on availability in your plan, check the pricing page or contact support.
How to avoid number blocking during sending?
Use moderate speeds, include pauses between batches, and send only to contacts who have opted in. The recommended settings (e.g., 15 msg/min and 180s wait) help maintain the number's reputation.
Can I schedule the send for a specific time?
Disparador starts sending as soon as configured and confirmed. For scheduling features, check the options available on the platform or consult the help articles on automations.
Read also
- How to use Lead Score to focus on your hottest contacts?
- How to create Segments to group contacts and conversations dynamically?
- How to use WhatsApp campaign reports to optimize your sends?
Start free and segment your hot leads with AI →
Create your free Papo account and start using Lead Score and Disparador to convert more leads on WhatsApp.