> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/whatsapp-user-guide/guide-to-creating-and-sending-whatsapp-template-campaign.md).

# Guide to Creating and sending Whatsapp template campaign

### 1. Guide to Creating template Whatsapp template campaign

Step 1: At the AntCRM screen, select the campaign on the left side → click Whatsapp

Step 2: Click “Create template” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXenjQDM4PSiazZNbfNYotN3G1xQWbS25jUzYGjCTeTPn9Z0w0Q-DLkrNTHQkAiQR3F0taHffovi0UEd_90tNgfHdqBG6KcL_nj1VeZiKCyPb4Ldt2YSRBVUNHV03aU74FePWpn3rzPgrsQ1r_d2XoUT1GPf?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 3: Input and select the necessary information, then click “Continue”  to redirect next page, input the necessary information → click “Save”

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcQTAHTHNtO3trRKhE-u0vA65jbYhLzJkj8jCXh93fRvsAz-MK756ff5cHIQujUzieLeFQ6jrYZC7M0vsuIA6NlIVP-wFNSL7pEmnH5PITnq7DmPczCxJsmctXowtUf1kBcnATsCydp8vjvrXnEoWeg2_fF?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

| **#** | **Entities**   | **Description**                                                                     |
| ----- | -------------- | ----------------------------------------------------------------------------------- |
| 1     | Choose account | Select Account                                                                      |
| 2     | Category       | User is prompted to choose the most appropriate category for their message template |
| 3     | Template name  | Input Template Name                                                                 |
| 4     | Language       | Choose languages for your message template                                          |

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcAt-IMf6WaXieC_Ge9uxr6s8hYdCoPms8YxVcKQdMXym_rgtcwdEqrXYyHn02e1UKD83_2pfSUu8UQ1J3LO3mEiud4Gpd5Cn5Uq8cs-hwKp6Te-IETxRwZ20UUXe-5KkLIWPsRxYHitf2x45qxdxE7FqI?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

| **#** | **Entities** | **Description**                                |
| ----- | ------------ | ---------------------------------------------- |
| 1     | Tittle       | Select a header text, image, video or document |
| 2     | Body         | Input the content of the template              |
| 3     | Preview      | Preview the content of the template            |

Step 4: After successfully creating a new one, click the “save” button to change the status to "approved”

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeyCDPeIuTsDW82i6rwSYrB-d41bsIQav62YJtQa0ewc2nhca3ebUdo-HYoUqEiShOb5-aI2Osqekn1PlTgglVblJ1WIRYflLaa0O23IowiyXwTUXUlsYbG-yGqU2L7hEqNuwYhW7-1on5UGDvg7pC4LtrF?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfrJDsol6JbP4OvtzWxShqcg7D_PT3KE0zYX2EMW9ohxzgYPEiqrBuDkMJR0Dx9OUsFL3FGB7c0Vjfmp2wKttdjH7EyoOifaM9RqDSDVOEAlWwQ8G4QEd44SihKXOAtWbQh8Z2SLm1Ks9YjzucjEYEUaK-I?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 2. Guide to Sending Whatsapp template campaign

After successfully creating a new template, you can use the template to send campaigns in 2 ways:

* **Method 1:**&#x20;

Step 1: At the AntCRM screen, select the campaign on the left side → click Whatsapp

Step 2: Click “Create campaign” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf-AwHd4cEuS17vOXHmhGf9ad8Mnx9O0c72X4dVbTtOpW3K8DOS_t50bDY-LuStUHvQ2Doadiz1a840-3T5HbKOQWM88OH8JzZWuppDK6RgVrc2p4SuTOetxIcqxqg8PVkfQPShE3iCcsALynX9kpC-zCQ2?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 3: Select contact who will receive the message → click the continue button&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcopCM_0WpV7Yu_-Cy0Wyiha0_dGlTJidIFzDD6FFUf3vflsHF4P3u7Kjq1Uyr66ISo_9SpA3kAzcu_gaUAp223BSEjm81H8RVcYJhTEPsI_50wBG19a8O68YLJKbBPWsrotREhyuHX843HZrdo4RnInRaL?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Can import list contacts when clicking on “Import PID list”

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe4Adc0GCMzdt9wiHpqXlK5tttjKV-b20BJvCbAAr6HbWk2yrGTvCZL64RvhBQEwkILboNoffH4ofYEPxk9dRwq6ixVQ4f04JmggUgYgIv4kh2Qb9nliOhM8M8JdM3WQgp98_WqstnVyC8I8Nby0Ix1KyPa?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 4: Input the necessary information, after that click “Create Campaign” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfO4XjMoBkEBWzAr0Vx2zjaDbgwL7RspA4ObPHjDJU3XmyhIq5A3siX8F4rXyz1kCUcd5ibT-t_ah9AkaZT4GxgDNIZCNqcHM2PuWxaViSdJoQV3L9b3y1hqukixauVFS3jYJZSjuCnuyr6b819PVVyREU?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

| # | Entities          | Description                          |
| - | ----------------- | ------------------------------------ |
| 1 | Campaign Name     | Input Campaign Name                  |
| 2 | Description       | Input The Campaign Description       |
| 3 | Whatsapp Template | Select The Whatsapp Sending Template |
| 4 | Run time          | Select the Available Run Time        |

Step 5: After creating the successful campaign, click “Approve” button to run the campaign

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdhbvKWZFs0BqUycIKrux8oLHNTbkxU60CRcAm-WSaldgBmyldkvLM2eSfbPbdUJK-rfFtCSVFTYINAghfw4Qvb0clBasNNygniv9oGVIPSD-D4iMwpVF3Ff37gUaeIGRYQTRSdgsoiucHp1L9lpou95n8?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 6: Write notes to approve the campaign → click “Continue” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeXfkyCfBsUOsJzZ8F2ROjUUKcST4U6_TJtnEYmR_UaKym69dunRgZWy9NVvz_kP0R8kDjaVdsEwWf_v4Rykq_-bB1xTdec-iS0havBF04LpvrcmL1pef9eudzNFSPgKyrmtMptiS7SFiidK9j_Os2EXMU3?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Conversation interface after successfully sending a campaign

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOwpIFQR_xfU3C3cTBZjvxLHBT6fnueka6NiwQCwBGnTS_We64JgqV2xWQK9GeIwZceSI_FTaYPwW421zkrTeSdPygmxgYetqOxkRVZ7XaaVwTHWLZRjBn7kv0-2ub8qCF_gEPWDDRufC8NWdWav2rl-g?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 7: Select “View report” to view the statistics of the campaign

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeMIgEefYtph3K-4O44xwF_j4AqJOgIrhuDZHo64xtaIrWzFKS7qbXRVSVY9I6q-RQdyhDtMnwkbHpvss65QUVA09KokLEofhbQ0DvpbOIUv__XFGAijeFJLx3FR1QsHhfga7edNX8iXq_iJYwjX4KzuEPJ?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe329Xx_erViMMjhKdYlLyJZeJORfWBHhTJqkPAAg-xUfGDXzW7Pw956KWuLmU8XDIjLbRoKzjx1PwwCtikEkwAO1aWUl8kV7DYFhb5PT8zgNaQj-HkMjyIEvm4oeNqxBotZpjcWIyy79VkqeVdFFwb6mfv?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

* **Method 2: Send individually to each customer as follows**

**Send the template via customer profile**&#x20;

Step 1: At Ant CRM Screen, select Leads then click account you want to send template

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdSwqFwrnIfVHG5KtGur0sXUbPQnhnyXTudGrqD8IakFJgfgiddkuII_dBcTWAjYpqPjtTGfgSsAhnO8xOQXud_l2-_UyJstsv_qgVFOO25P9m12Xrd0MK5HZ0gziIQbVeGkuijMRh5j93N8JCoN2JnhzWS?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 2: After selecting the customer who need to send the template, click “Whatsapp” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf8XGceetqMy1QgaY03A5ZnZKAUuWTedFleZsK-acg9XvfiH-QKJpasdiLHRTPkn4Jna9gQTEGme5bI47QqU0NY8lMC38ifDmaR6hiY4RchB50c6HCdW-DRp0ViJmUGI3vo22HmVF2z5lcHHtwx0JqbsX5c?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 3: Pop-up Whatsapp will display, choose Whatsapp template that was created previously then click “Send” button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXewbAyKMA90bW6rY7hJMiigBbvEgZbz8kG1nCXX9gf6JDEFh8HeFvdUbG_aCR8mQ-69MSRlKaSEcMELvN5s3UqcDfEDYbJ1eCg48gTiQM2gEzl8wuFJ75FspLN_lJyXqJEeOhcVPuUfKxw4dLEGzO_pU545?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Conversation interface after successfully sending a campaign

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf3wgzE3m0RtIWuDAmJX5ItsakbHnXx2YSvZ_gD5Ho6rgHuw-PtB_MQK4UHmRk1eKP_y-g4h-rqTV9Guy3lYuiBlCQ87eeJXBNOu-Wlp34jowrsMUYAc1bXN7nU0R7_4dUyI92UW0Y2IhaEeNHTV6XGM1LY?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

**Send the template via the omni chat box**

Step 1: Go to the "Omni conversation" module, select "Conversation" and click on 1 session

<figure><img src="/files/KWQ82Kxt0lW0dvZkhIYG" alt=""><figcaption></figcaption></figure>

Step 2: Click on Mesage template icon in chat box, and select the template

<figure><img src="/files/nXeyMz61xDwQqSWjUWXm" alt=""><figcaption></figcaption></figure>


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