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Setup Checklist
0/5 complete
Complete these steps to get your WhatsApp marketing running.
WhatsApp Business API connected
Phone Number ID and Access Token configured in your workflows. Number: +91 99958 72488
At least one approved template
Create a WhatsApp message template and wait for Meta approval (usually 24-48 hours).
Leads uploaded to Google Sheets
Sheet columns: Date, Name, mobile no, School Name, DISTRICT. All required for campaigns.
Test campaign sent successfully
Send a test campaign to yourself to verify the full flow works before going live.
Chatwoot inbox configured
WhatsApp inbox connected to Chatwoot Account 2 for receiving and replying to messages.
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Send WhatsApp Campaign
1
Audience
2
Template
3
Schedule
4
Send

Filter by district then select school groups. Leave all unselected to target everyone.

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Campaign History
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Conversation Metrics
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Lead Distribution
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Leads by School & District
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