WhatsApp campaign knowledge base
WhatsApp Business template campaigns for opted-in recipients and contact lists. Pro Plan or Enterprise required.
Where you can publish
Content formats
Put it into practice
Follow these focused guides for the formats and publishing decisions that matter on WhatsApp.
Select the connected business phone number and an approved template in the intended language.
Fill the template body variables and check the resulting message for missing or mismatched values.
Choose opted-in recipients or a saved contact list, name the campaign, and schedule delivery.
Keep in mind: Use the messaging-rules guide below to check template and recipient requirements.
Confirm that the selected contact list belongs to the intended campaign audience.
Read the complete template with its variable values and verify any links.
Review the sending time and approval status, then inspect delivery results after sending.
Keep in mind: Recheck the recipient list and template before every recurring campaign.
Current platform capabilities
Explore the publishing formats, creative tools, and controls available for your WhatsApp content.
Use these shared creation, scheduling, collaboration, media, and analytics workflows alongside the channel-specific controls below.
Create one-off or recurring schedules, organize work in the content calendar, and publish now or later.
Draft, rewrite, shorten, expand, and adapt platform-specific copy with Postly's AI writing tools.
Use drafts, approvals, notes, publishing presets, and shared workspaces to keep reviews and handoffs clear.
Upload from the media library, preview each channel, and use built-in image and video preparation tools.
Reuse content across selected channels, import bulk posts, and keep campaigns organized from one calendar.
Review publishing results and channel analytics, then use the findings to improve future content.
Platform settings reference
Open Platform settings in the composer to tailor the post for WhatsApp. Available options can depend on the selected account, content type, and API rules set by WhatsApp.
Choose an approved WhatsApp Business template and language code.
Fill the template's body variables for the campaign.
Send to selected phone numbers or saved contact lists with valid consent.
Label the campaign for easier organization and reporting.
Send once or create a recurring WhatsApp schedule.
Step-by-step
Open Social Accounts, choose the platform, and complete the platform's authorization flow.
Write a post, generate a draft with AI, reuse a template, or add content in bulk.
Choose the destination, format, audience, engagement, link, and media options available for this channel.
Check the channel preview, resolve media guidance, and send the post through approval when needed.
Publish immediately, choose a date and time, or use a recurring schedule where the platform supports it.
Official setup guide
Bring your WhatsApp channel into the same publishing workflow as the rest of your social accounts.
One connected workspace
Meta onboarding, phone verification, permissions, and final connection.
WhatsApp Business, ready for your content calendar
Meta onboarding, phone verification, permissions, and final connection—so your team can publish and respond from one place.
Open Connections in Postly, expand WhatsApp, and select Connect Account.
Use Meta’s secure onboarding window and choose the business portfolio you want to connect.
Select an existing WhatsApp Business account or connect your WhatsApp Business app.
Select the country code and enter the number registered with WhatsApp Business.
Open WhatsApp Business on your phone and follow the official Facebook Business connection prompt.
Scan Meta’s QR code or choose the access-code option to complete verification.
Confirm the WhatsApp Business account name and time zone before continuing.
Review and approve the permissions Postly needs to manage the account and conversations.
Return to Postly, select the connected phone number, continue, and confirm the channel.
WhatsApp sending rules
Detailed WhatsApp guides
WhatsApp Business allows only one Business Platform provider to be connected at a time. If your account is already connected to another provider, disconnect it from the WhatsApp Business mobile app before starting the Postly connection.
Complete these steps on your phone
This setting is managed inside the WhatsApp Business mobile app—not in Meta Business Suite, WhatsApp Web, or the Postly dashboard.
On your phone, open the WhatsApp Business app, tap the three-dot menu, then tap Settings.
From Settings, tap Account. This option may appear near the top of the settings list.
Under Your account, tap Business Platform to see the provider currently connected to this WhatsApp Business account.
Tap the connected Business Platform account, then confirm the disconnect. Your WhatsApp Business mobile app and message history are not removed.
Once disconnected, return to Postly
Open Connections, expand WhatsApp, and select Connect Account to restart Meta's secure onboarding flow.
Review a WhatsApp campaign's intended recipients, personalized fields and reply handling before scheduling customer messages.
Frequently asked questions
Yes. Choose a connected phone number and an approved template, then select opted-in recipients.
Yes. WhatsApp settings include contact-list selection and body-variable values.
Yes. Postly supports one-off and recurring campaign schedules.
Choose an approved template and language, fill its body variables, and review the complete message. Select the intended opted-in contacts, name the campaign, and schedule.
Connect your account, build the post, review every platform setting, and schedule from one Postly workspace.