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Launch a Campaign (Excel Upload)
Launch a Campaign (Excel Upload)

Launch a Campaign (Excel Upload)

Launching a campaign through Excel contact upload

You have database of customer numbers which is collected from different platforms. For instance,

  • Customers who have scanned your QR Code.
  • Numbers collected in an offline event.
  • In case of retail presence, numbers collected through your Point of Sale machines.

Points to Remember

  1. It is recommended to download the sample file and enter the relevant data in the sheet (Step 4 of Campaigns) Please maintain the column names of the sample file as they are.
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  1. Ensure that the excel which is being uploaded is in an Excel Workbook format (.xlsx)
  2. If the template includes a Dynamic Call-To-Action Button (Visit Website), make sure to copy the link from the website and paste it into the button variable.
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  1. If the header represents a phone number, all phone numbers must begin with 91 (Indian format).
  2. For a phone number header, use a lowercase p (i.e., phone not Phone).
  3. If the header represents a name, format it as a variable in the form {{1}} and so on (in this case, {{2}} is a discount code).
  4. The number of headers must be equal to the number of unique variables {{1}} , {{2}} so on.
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Frequently Asked Questions
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The Excel sheet I’m using to upload contacts has a failure

When there is a data sheet validation failure after uploading the contacts Excel sheet, it is recommended to download the sample file available in Step 4. Once downloaded, simply follow the pre-existing format of the sample sheet and copy over your contacts’ data.

The most common error fixes are as follows:

  1. The heading for the contact numbers is case-sensitive. The heading should always be “phone” and not “Phone.”
  2. Headings are also whitespace-sensitive.
  3. If your template has variables, the variables should be listed in consecutive columns with accurate variable headings.
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Why is my Test message failing?

If you’re testing the campaign message to your number in Step 5 and it failed, this is most likely due to Frequency Capping. You can read all about this guideline by Meta here: https://scribehow.com/page/Frequency_Capping__vZJC0_nURcGE9nvBNbZQww

A quick fix is to send a “Hi” message to your WhatsApp bot from the test number and then try sending the test message again.

To ensure this problem does not persist, we recommend interacting with your WhatsApp bot after every three messages.

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Media Guidelines for templates

If you are unable to upload any media during the creation of a campaign, please note the following points:

  1. Images should be less than 5MB.
  2. Images should in either JPEG or PNG format.
  3. Videos should be in mp4 format and be less than 15MB. The recommended resolution is 940 x 500 pixels.

Note: Images taller than 1.91:1 aspect ratio are cropped vertically. To communicate the crux in such images, plan to present the most important information at the center of the image.

  • Launching a campaign through Excel contact upload
  • Points to Remember