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WhatsApp campaign knowledge base

Plan and send WhatsApp template campaigns to opted-in contacts

Connect a WhatsApp Business account through Meta Embedded Signup without manual API keys. Choose an approved template and language, personalize body variables, select opted-in phone numbers or contact lists, name the campaign, and schedule one-off or recurring delivery.

Where you can publish

  • Connected WhatsApp Business phone numbers
  • Opted-in recipients
  • Saved Postly contact lists

Content formats

Approved WhatsApp templatesPersonalized template variablesOne-off campaignsRecurring campaigns

Current platform capabilities

Everything Postly supports for WhatsApp

This list is loaded from Postly's central platform catalog so the website, feature directory, pricing page, and knowledge base stay aligned.

  • Meta Embedded Signup
  • Connected WhatsApp Business phone numbers
  • Approved template selection
  • Template language selection
  • Personalized body variables
  • Opted-in phone-number recipients
  • Saved contact lists
  • Campaign naming
  • One-off and recurring schedules

Workspace capabilities included with every channel

Use these shared creation, scheduling, collaboration, media, and analytics workflows alongside the channel-specific controls below.

Plan, schedule, and publish

Create one-off or recurring schedules, organize work in the content calendar, and publish now or later.

Create with AI

Draft, rewrite, shorten, expand, and adapt platform-specific copy with Postly's AI writing tools.

Work as a team

Use drafts, approvals, notes, publishing presets, and shared workspaces to keep reviews and handoffs clear.

Manage media

Upload from the media library, preview each channel, and use built-in image and video preparation tools.

Publish at scale

Reuse content across selected channels, import bulk posts, and keep campaigns organized from one calendar.

Measure and improve

Review publishing results and channel analytics, then use the findings to improve future content.

Platform settings reference

Every WhatsApp publishing control

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.

Template

Choose an approved WhatsApp Business template and language code.

Personalization

Fill the template's body variables for the campaign.

Recipients

Send to selected phone numbers or saved contact lists with valid consent.

Campaign name

Label the campaign for easier organization and reporting.

Schedule

Send once or create a recurring WhatsApp schedule.

Step-by-step

How to publish on WhatsApp with Postly

  1. STEP 1

    Connect your channel

    Open Social Accounts, choose the platform, and complete the platform's authorization flow.

  2. STEP 2

    Create or import content

    Write a post, generate a draft with AI, reuse a template, or add content in bulk.

  3. STEP 3

    Open platform settings

    Choose the destination, format, audience, engagement, link, and media options available for this channel.

  4. STEP 4

    Preview and review

    Check the channel preview, resolve media guidance, and send the post through approval when needed.

  5. STEP 5

    Publish or schedule

    Publish immediately, choose a date and time, or use a recurring schedule where the platform supports it.

Official setup guide

Connect WhatsApp Business to Postly

Watch the complete setup demonstration, then keep the nine-step reference open while you complete Meta’s secure onboarding flow.

WhatsApp Business connection walkthrough

Meta onboarding, phone verification, permissions, and final connection.

Open on YouTube
  1. STEP 01

    Open WhatsApp in Connections

    Open Connections in Postly, expand WhatsApp, and select Connect Account.

  2. STEP 02

    Continue with Meta

    Use Meta’s secure onboarding window and choose the business portfolio you want to connect.

  3. STEP 03

    Choose the Business account

    Select an existing WhatsApp Business account or connect your WhatsApp Business app.

  4. STEP 04

    Enter the business phone number

    Select the country code and enter the number registered with WhatsApp Business.

  5. STEP 05

    Verify in the mobile app

    Open WhatsApp Business on your phone and follow the official Facebook Business connection prompt.

  6. STEP 06

    Scan or enter the access code

    Scan Meta’s QR code or choose the access-code option to complete verification.

  7. STEP 07

    Review account details

    Confirm the WhatsApp Business account name and time zone before continuing.

  8. STEP 08

    Approve permissions

    Review and approve the permissions Postly needs to manage the account and conversations.

  9. STEP 09

    Finish in Postly

    Return to Postly, select the connected phone number, continue, and confirm the channel.

WhatsApp sending rules

Validate every message before delivery

  • Use approved templates for business-initiated campaigns and messages outside the active customer-service window.
  • Only message recipients who have provided the appropriate WhatsApp opt-in.
  • Free-form replies are available during the active 24-hour customer-service window.
  • Postly checks the template, language, variables, window state, and recipient data before delivery.
Read the messaging-rules guide
Required when another provider is connected

Disconnect the existing Business Platform before connecting Postly

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.

  1. WhatsApp Business mobile menu with Settings highlighted
    1

    Open WhatsApp Business settings

    On your phone, open the WhatsApp Business app, tap the three-dot menu, then tap Settings.

  2. WhatsApp Business settings screen with Account highlighted
    2

    Open Account

    From Settings, tap Account. This option may appear near the top of the settings list.

  3. WhatsApp Business Account screen with Business Platform highlighted
    3

    Open Business Platform

    Under Your account, tap Business Platform to see the provider currently connected to this WhatsApp Business account.

  4. WhatsApp Business Platform screen showing the connected provider and disconnect option
    4

    Disconnect the existing provider

    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.

Open Postly Connections

Keep learning

Related WhatsApp publishing guides

Frequently asked questions

WhatsApp publishing FAQ

Does Postly send WhatsApp Business templates?

Yes. Choose a connected phone number and an approved template, then select opted-in recipients.

Can I use contact lists and template variables?

Yes. WhatsApp settings include contact-list selection and body-variable values.

Can WhatsApp campaigns recur?

Yes. Postly supports one-off and recurring campaign schedules.

Start publishing on WhatsApp

Connect your account, build the post, review every platform setting, and schedule from one Postly workspace.