To send mass WhatsApp campaigns, you must use Papo's Campaign Sender module (https://papo.global/), which allows you to schedule and control message delivery to segmented contact lists directly from your CRM. The process involves preparing your audience, using a Message Template (HSM) previously approved by Meta, and configuring sending parameters to ensure the secure and effective delivery of your campaign.
Mass messaging is a powerful tool for marketing actions, re-engagement, and important announcements. Papo centralizes this functionality, connecting your CRM, your WhatsApp Cloud API inbox, and approved message templates into a single workflow. It is crucial to follow best practices to avoid number blocks and ensure compliance with WhatsApp's policies.
| Step | Action | Details |
|---|---|---|
| 1. Prepare Your Audience | Segment and organize contacts in Papo's CRM. | Use tags to create specific lists. Ensure numbers are correct and you have consent for contact. |
| 2. Approve the Template (HSM) | Create and submit a Message Template (HSM) in Meta's Business Manager. | The message must be approved by Meta before it can be used to initiate conversations. |
| 3. Configure the Campaign Sender | Access the Campaign Sender module and configure campaign parameters. | Define the sending inbox, speed, audience, and select the approved message template. |
| 4. Start and Monitor | Start sending and track the history within the tool. | Review responsibility confirmations before sending and monitor performance. |
Step 1: Prepare your contact list
The foundation of any successful campaign is a qualified contact list. In Papo's Campaign Sender, all campaigns use contacts registered in the platform's CRM. It is not possible to import an external list directly into the sending tool.
Before you begin, ensure that:
- Contacts are in the CRM: Import or add your contacts to Papo's database. Tools like the Extractor can help populate the CRM with leads from sources such as CNPJ and Google Maps.
- The list is segmented: Use tags to organize your contacts into logical groups (e.g., "active customers", "hot leads", "90d re-engagement"). This allows you to target your message to the right audience.
- Numbers are valid: Verify that phone numbers are in the correct format, including the country code (DDI) and area code (DDD).
- You have consent (opt-in): Sending mass messages to people who have not authorized contact is the main cause of spam reports and number blocking. Never use purchased lists.
Step 2: Use an approved Message Template (HSM)
To initiate a conversation with a customer via the WhatsApp API after the 24-hour window, WhatsApp requires the use of a Message Template, also known as an HSM. These templates must be submitted and approved by Meta (WhatsApp's parent company) before use.
The process is simple:
- Create the template in your Meta Business Manager, defining the text, variables (like
{{1}}for the customer's name), and optional buttons. - Submit for approval, choosing the correct category (Marketing, Utility, or Authentication).
- Wait for approval, which usually takes minutes to a few hours.
Once approved, the template automatically becomes available in your Papo account, ready to be selected in the Campaign Sender.
Step 3: Configure and start the campaign in the Campaign Sender
With your contact list and message template ready, the next step is to configure the campaign. Access to the Campaign Sender is provided to users on specific plans, such as the Gold Plan.
Access the mass messaging tool and fill in the following fields:
- Chat Inbox ID: Select the WhatsApp inbox (connected via Official API) that will be used for sending.
- Messages per Minute: Define the sending speed. It is highly recommended to use moderate values (e.g., 15) to minimize the risk of blocking.
- Wait between Messages (seconds): Configure an interval between sending batches. A safe value, especially for large volumes, is 180 seconds.
- Total Contacts to Send: Enter the total number of contacts from your segmented list who will receive the message.
- Quantity per Batch: Define how many contacts will receive the message in each batch. For example, send to 10 contacts every 180 seconds.
- Message: Select the approved Message Template (HSM) you wish to send. Fill in the variables, if any.
Before starting, you will need to check boxes confirming your awareness of the risks and best practices, such as not sending spam and not using purchased lists. This is a mandatory step to ensure responsible use of the tool.
After reviewing all settings, you can save the campaign as a draft or start sending.
Monitoring history and best practices
At the bottom of the Campaign Sender screen, you will find a table with the sending history. It details each campaign, including the date, the inbox used, the total contacts, and the message sent. Use this area to monitor progress and results.
To avoid blocks and ensure the effectiveness of your campaigns:
- Warm up your number: If the number is new, start with low volumes and gradually increase.
- Personalize the message: Use HSM variables to include the customer's name or other relevant information.
- Send valuable content: Avoid purely promotional messages and focus on offering something useful to your contact.
- Monitor responses: Pay attention to responses that arrive in your Papo Inbox and interact with customers.
Frequently asked questions
Which plan is the Campaign Sender available for?
Mass messaging functionality is an advanced feature, generally available for specific plans such as the Gold Plan. Additionally, the tool may be in beta, meaning it can evolve over time. Consult your plan details or contact support for more information.
Do I need contact consent (opt-in)?
Yes, absolutely. Sending marketing or promotional messages via WhatsApp to contacts who have not given prior consent (opt-in) violates platform policies and is the main cause of spam reports and permanent blocking of your phone number.
What speed settings are safe to avoid blocks?
There's no magic number, but moderation is key. Start with conservative values, such as 10-15 messages per minute and a waiting interval of 180 seconds between batches. Monitor the health of your WhatsApp account and adjust as needed.
Why do I need to use an approved Message Template (HSM)?
The use of HSMs is a requirement from Meta/WhatsApp for all conversations initiated by a business through the official API. This ensures that messages are high-quality, not spam, and adhere to platform guidelines, protecting the end-user experience.
Where can I see my campaign results?
The sending history is available on the Campaign Sender page itself, showing the status of each campaign. Customer responses and conversations initiated from the campaign will appear normally in your unified Papo Inbox.
Can I send any type of content in campaigns?
No. The content of your message is governed by the Message Template (HSM) that has been approved by Meta. Offensive, illegal, or content that violates WhatsApp's commercial policies is strictly prohibited and will lead to your account being blocked.
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