Confirm opt-in proof
Document how contacts agreed to WhatsApp marketing for your jurisdiction and industry.
Resource
Run template campaigns with opt-in discipline, suppression, and measurable follow-ups.
Overview
Broadcasting at scale fails when lists are stale or templates mismatch intent. This CRM provides segments, suppression lists, delivery analytics, and retargeting tools — but it cannot override WhatsApp policy or invent consent for you.
Steps
Repeatable checks before every major send.
Document how contacts agreed to WhatsApp marketing for your jurisdiction and industry.
Send a test to internal numbers; verify placeholders and links.
Use scheduling to avoid alert fatigue; monitor read rates in analytics.
Ensure agents are staffed — broadcasts without inbox capacity create backlog and poor customer experience.
Use analytics to follow up non-openers with a different approved template, not duplicate spam.
FAQ
No. Build retarget audiences from campaign results inside analytics when the cohort is defined by delivery or read outcomes.
Marketing Messages (MM Lite) may change delivery optimization for eligible accounts. Availability is Meta-gated; core opt-in and template rules still apply.
Create a workspace when you are ready to connect WhatsApp and run these workflows in the live CRM.