Free tool
Plan your WhatsApp campaign before you press send
Turn a rough idea into a written brief: goal, audience, timing, follow-up sequence and a pre-send checklist — ready to copy, download and share with your team.
Describe the campaign
Campaign brief
Untitled campaign
- Goal
- Sales
- Success metric
- Conversions
- Template category
- Marketing
- Audience
- Size not set
Timeline
Day 0 — Tuesday, 10:00–12:00
Primary send
Marketing template to the full segment. Lead with the offer, one clear CTA button, and a real deadline.
Day 1 (+24h) — Wednesday, 10:00–12:00
Resend to non-readers
New opening line, same offer. Send only to contacts who did not read the Day 0 message.
Rolling — within 24h of each conversion
Thank-you + next step
Confirm the action and hand the customer their next step while the chat window is open.
Pre-send checklist
- Opt-ins verified — every contact on the list has consented to WhatsApp messages
- Template approved by Meta in the correct category before the send window
- Suppression list applied — opt-outs and do-not-disturb contacts removed
- Campaign link tagged with UTMs so results show up in analytics
- Quality rating healthy — check it before sending and pause if it drops
The checklist is included in the copied and downloaded brief so whoever presses send works through it too. Everything runs in your browser — nothing is stored on our servers.
How it works
Three steps, no signup
Describe the campaign
Name it, pick a goal, define the audience and choose the right template category — the planner flags category mismatches as you go.
Set timing and follow-ups
Choose a send day and time window, then tick the follow-up steps you'll run. The timeline updates with correct 24h and 48h offsets.
Copy or download the brief
Export a clean plaintext brief with the full timeline and pre-send checklist — paste it into your team chat or task tracker.
Why it matters
Written briefs beat ad-hoc sends
Most WhatsApp campaigns fail before the first message goes out — not because the copy was weak, but because nobody wrote down what the campaign was supposed to achieve, who exactly it was for, or what would happen after the first send. An ad-hoc broadcast is a single decision made under time pressure. A brief forces the five decisions that actually determine results: goal, audience, category, timing and follow-up. Once they are on paper, anyone on the team can execute the campaign the same way, and the post-campaign review has something concrete to measure against.
Follow-up discipline is where WhatsApp genuinely outperforms other channels. Because read receipts and click data are available per contact, you can segment the audience after the first send with precision email can't match: non-readers get a resend with a fresh opening line, clickers who didn't convert get a short reminder, and converters get a thank-you that sets up the next purchase. The 24-hour resend to non-readers is the single highest-leverage step — it targets only people who never saw the original, so it adds reach without annoying anyone who already read it. Teams that run it consistently typically see meaningful incremental reach from that one step alone. The catch is that none of this happens if it wasn't decided in advance; by the time the first send is out, the moment to plan the second has usually passed.
The pre-send checklist matters just as much as the timeline. Every item on it protects something that is expensive to repair:
- Opt-ins and suppression lists protect your quality rating — the score Meta uses to set your messaging limits. One careless send to a stale list can throttle your reach for weeks.
- Template approval in the correct category avoids the scramble of a rejection an hour before the send window.
- UTM-tagged linksare the difference between “the campaign felt good” and knowing exactly what it converted.
Run the checklist on every send, not just the big ones. The habit costs two minutes; skipping it occasionally costs a quality-rating recovery.
FAQ
Frequently asked questions
Why plan follow-ups instead of sending one broadcast?
A single broadcast only reaches the people who happen to open WhatsApp and read it that day. A planned sequence — resending to non-readers after 24 hours and nudging clickers who didn't convert after 48 — captures the audience you missed the first time. Teams that run follow-ups typically see meaningful incremental reach from the resend alone, because it goes only to people who never read the original.
What is the best time to send a WhatsApp campaign?
There is no universal best time — it depends on your audience's routine. Industry reports suggest mid-morning (10:00–12:00) and early evening (18:00–20:00) windows typically perform well for consumer audiences in India, while B2B audiences respond better during working hours. Pick one window, hold it constant across a few campaigns, then test alternatives one variable at a time.
Should my campaign use a Marketing or Utility template?
If the message promotes anything — an offer, a sale, a product launch, a win-back discount — it must be a Marketing template. Utility templates are reserved for transactional updates tied to an action the customer already took, such as order confirmations or delivery alerts. Submitting promotional copy under Utility risks rejection and can hurt your account standing.
What is a suppression list and why does the checklist include it?
A suppression list is the set of contacts you deliberately exclude from a send: people who opted out, replied 'stop', or received a similar campaign recently. Applying it before every broadcast protects your quality rating — the health score Meta assigns your number based on how recipients react. A falling quality rating can throttle your messaging limits, so it is cheaper to exclude a doubtful contact than to message them.
Which success metric should I track for my campaign?
Match the metric to the goal. Delivered and read rate tell you about list quality and timing; replies suit feedback and reactivation campaigns; conversions are the right measure for sales and traffic goals — provided your links carry UTM tags so the results are attributable. Picking one primary metric before you send keeps the post-campaign review honest.
Still have questions?
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