Source: https://www.brixit.io/docs/crm-whatsapp-campaigns

# How to create and manage WhatsApp campaigns in Brixit CRM

Use **WhatsApp → Campaigns** to send an approved message to selected CRM contacts.
Create a draft first, then review eligible recipients and approve delivery. Saving a
draft does not send messages, even when it contains a scheduled time.

## Check the prerequisites

Connect the business number using the [WhatsApp setup guide](https://www.brixit.io/docs/whatsapp). Your role
needs campaign-management access, and the message must be a supported approved text
template. Record the recipients' marketing consent in
[Client consent](https://www.brixit.io/docs/crm-whatsapp#record-client-consent) before planning outreach.

[![WhatsApp Campaigns workspace with New campaign, connection status and campaign setup steps](https://www.brixit.io/images/docs/modules/whatsapp-campaigns.jpg)](https://www.brixit.io/images/docs/modules/whatsapp-campaigns.jpg)

*The example workspace is not connected. Its connection notice explains why approved
templates cannot yet load; no campaign has been sent.*

## 1. Choose the message

1. Select **New campaign** or **Create your first campaign**.
2. Enter a **Campaign name** that your team can recognise. Clients do not see this internal name.
3. Choose the approved **Message template**, checking both its name and language.
4. Read **Message preview**, then select **Continue**.

[![New WhatsApp campaign dialog with Message, Audience and Review steps and a message preview](https://www.brixit.io/images/docs/modules/whatsapp-campaign-draft.jpg)](https://www.brixit.io/images/docs/modules/whatsapp-campaign-draft.jpg)

*This unsaved form shows the Message step. The template selector is disabled because
this workspace has no connected number.*

## 2. Select the audience

Search **Contacts** by name or phone and select the intended people. A campaign supports
up to **1,000 selected contacts**. Check the selected count, then select **Continue**.

The audience is restricted by CRM access. Duplicate phone numbers receive one message,
and the selected-contact count can be larger than the final eligible audience. Marketing
consent, opt-outs and hidden people affect whether a recipient can receive the campaign.

## 3. Review and save the draft

Review the campaign name, selected audience and template. To send later, set the optional
**Schedule** to a future date and time. The form uses your **local timezone**.
Leave it empty to send after approval. Select **Save draft**.

The saved campaign appears in the list with its status and schedule. A scheduled draft
still needs approval; the scheduled time alone does not authorise delivery.

## 4. Review and approve delivery

1. Find the draft in the campaign list and select **Review & approve**.
2. Review the actual message, **eligible** count and **excluded** count.
3. Check the schedule and the Meta charging notice.
4. Select **Approve campaign** only when the audience and message are ready.
5. If company approval rules require further review, follow the resulting
   [approval request](https://www.brixit.io/docs/crm-approvals) and its execution result.

Consent, template approval and access are checked again before delivery. For an approved
campaign, the scheduled time governs when sending can begin; delivery may continue after
that time. Your business pays Meta directly.

## Track, pause or cancel

| Control | What it does |
| --- | --- |
| Refresh | Reload campaign status and the list |
| Report | Show the recorded message counts by status |
| Pause | Pause pending delivery for an approved campaign |
| Resume | Continue a paused campaign |
| Cancel | Cancel messages that have not started sending, after confirmation |

Available controls depend on campaign status. Already submitted messages cannot be
recalled. A completed campaign does not mean every recipient received or read its message;
inspect **Report**. Client replies appear in [Conversations](https://www.brixit.io/docs/crm-whatsapp).

## Common questions

### Why is my approved template missing?

Check its language, approval state and supported format. The current selector excludes
authentication templates and templates with variables, media, headers or buttons.

### Why are recipients excluded?

Check recorded marketing consent, opt-outs, duplicate phone numbers, hidden people and
CRM access. Review the eligible count before approving rather than assuming everyone
selected will receive a message.