Campaigns Configuration — Index
URLs:
- List:
/ou/{orgId}/campaigns- Builder:
/ou/{orgId}/campaign-builder
📚 Documentation Structure
| # | Document | Content |
|---|---|---|
| 0 | 00-Indice | This index |
| 1 | 01-Lista-Campanhas | List page, filters, columns |
| 2 | 02-Campaign-Builder | 6-step builder wizard |
🗺️ Campaign Structure
Campaigns
├── List (main page)
│ ├── Filter: Created by
│ ├── Table: Name, Date, Status, Delivered, Replied,
│ │ Pending, Failed, Total, Details
│ └── Create Campaign → goes to the builder
│
└── Campaign Builder (6-step wizard)
├── ⚠️ Prerequisite: Active channel
│
├── Step 1: Import Contacts
│ ├── Import CSV (drag & drop, CSV/XLS/XLSX, max 4.5MB)
│ └── Select Contacts (NEW) from the existing base
│
├── Step 2: Preview Contacts
│ └── Preview and validation of imported data
│
├── Step 3: Select template
│ └── Choose an approved WhatsApp template
│
├── Step 4: Configure template
│ └── Fill in the template variables
│
├── Step 5: Configuration
│ └── Scheduling and campaign parameters
│
└── Step 6: Summary
└── Final review and launch⚠️ Prerequisite
"The selected agent does not have an active channel. Please make sure a channel is configured to send campaigns."
To use the Campaign Builder you need:
- An active channel (e.g., WhatsApp connected)
- Message templates approved by Meta