How to Create and Launch WhatsApp Campaigns on Graphy?

WhatsApp campaigns on Graphy allow you to connect with your audience directly through personalized messaging. Drive sales with targeted offers, engage contacts effectively, and automate important course updates and announcements.

Key Benefits

• Drive more sales: Send targeted offers that convert better

• Stay engaged: Turn leads into customers with personalized messaging

• Automate workflows: Never miss course launches, live classes, or important updates

Creating WhatsApp Templates

Step 1: Go to Graphy Dashboard → Marketing → Campaigns

Step 2: Go to WhatsApp tab from top and click on Get Started

Step 3: Click on “Manage Templates” . It will allow you to:

• View all your existing WhatsApp templates

• Check their status (Draft, Pending, Approved, Rejected)

• Edit, delete, or duplicate templates
  
  
  

Step 4: Click New. It allows you to create a new message template from scratch.

You'll be asked to fill in: 

• Category: What kind of message this is
  (e.g., Marketing for promotions, Utility for course updates)

• Template Name: Internal name for organizing
  (e.g., "Course_Launch_August")

• Language: The language your audience prefers

Step 5: Click Continue

Step 6: Design Template Content

Message Types Available:

• Text: Plain messages

• Image: Visual content with text

• Video: Video messages

• Document: File attachments

Personalization Variables:

• {{user_name}}: Learner's full name

• {{user_email}}: Email address

• {{phone}}: Custom phone field

Call-to-Action Options:

• URL buttons like “Link to your Course”

• Quick replies like “Yes” or “Interested”

• Add button text (e.g., "pay", "learn more", "register now")

Step 7: AI Review & Approval

1. Graphy's AI reviews your template and provides approval chances and suggests changes required. 

2. You can Accept the suggestion or you can submit anyway.

3. If you accept then,

4. The message will be automatically updated with AI-recommended improvements

5.  These changes increase the chances of WhatsApp approval

6. You can preview and make further edits if needed before submitting
   

      4. On clicking Submit,  you’ll receive an email notification once approved.

Step 8: Create New Campaign

1. Go to Campaigns and click on Create 

2. Enter campaign name (internal use only)

3. Select WhatsApp as channel

4. Choose Broadcast type and Continue 

Step 9: Select Approved Template

• Only APPROVED templates will appear in the list shown below 
  Preview shows exact WhatsApp appearance On the right panel, you can see how the message (with personalization, CTA button) will appear to your audience in WhatsApp.

  • This live preview reflects the text you’re writing on the left — including variables like {{user_name}}, formatting, and CTA labels like “Enroll Today”.

    Once your message template is approved by WhatsApp, it cannot be edited. WhatsApp does not allow changes to approved templates — not even minor edits like fixing typos or updating a button label.

• If you want to make changes, simply click on Change Template. This allows you to:

  • Start from scratch or duplicate the existing content

  • Edit the message as needed

  • Submit a new version for approval

Step 10: Target Your Audience

1. Click  the Pick audience dropdown

2. Use the Filter by panel to target specific audience segments

3. Review the recipient count before proceeding

Step 11: Test & Launch

1. Click Send Test to preview on your device

2. Verify if personalization works correctly

3. Click Launch to send (cannot be reversed)

   • Send Immediately: Launch right away

   • Schedule: Pick specific date and time for optimal engagement

Once your campaign is live, you can track its performance through Analytics. Here are the key metrics to monitor:

• Total Recipients – Number of users the message was sent to

• Delivered – Messages successfully received on WhatsApp

• Opens – Number of users who viewed the message

• Clicks – Interactions with your CTA (Call-to-Action) buttons

Organization Tips

• Use clear, descriptive names

• Organize by categories (promotional, educational, transactional)

• Limit: 50 templates maximum

• Delete unused templates regularly

Troubleshooting Common Issues

Template not appearing in campaigns:

• Verify template status is "APPROVED"

• Check if template was created for correct category

• Refresh the campaigns page

Low delivery rates:

• Ensure phone numbers are valid WhatsApp numbers

• Check for international formatting (include country codes)

• Verify contacts have active WhatsApp accounts

Poor campaign engagement:

• Test different send times for your audience

• Personalize messages using available variables

Advanced Features

Automation Workflows

• Course Launch Sequences: Multi-message campaigns

• Enrollment Reminders: Automated follow-ups

• Payment Notifications: Transaction confirmations

Integration Options

• CRM Sync: Connect with your customer database

• Analytics Export: Download performance data as CSV

• Webhook Setup: Real-time delivery notifications

Optimization Tips

• Keep messages concise and actionable

• Use personalization to increase engagement

• Test with small audiences before full launch

• Schedule for peak engagement hours

• Monitor metrics and iterate based on performance

Getting Help

• Template Rejected: Review WhatsApp Business Policy

• Technical Issues: Contact Graphy support

• Performance Questions: Check Analytics dashboard for insights