WhatsApp Campaigns

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Engage Premier requires a Business tier account and includes Engage Foundations and Unify.
See the available plans, or contact Support.

Engage Premier entered an End of Sale (EOS) period effective June 10, 2024. Existing Segment customers will continue to have access and support to Engage Premier until an end-of-life (EOL) date is announced. We recommend exploring the following pages in preparation of a migration or future MCM needs:

Twilio Marketing Campaigns

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Airship Blog Bloomreach Blog Braze Blog Insider Blog Klaviyo Blog Twilio Engage Foundations Documentation

How Engage campaigns work

Twilio Engage uses Journeys to send WhatsApp, email, and SMS campaigns. With Journeys, you add conditions and steps that trigger actions like sending a WhatsApp message.

You’ll build and send your WhatsApp campaign in three stages:

  1. Create a Journey.
  2. Add a Journey condition.
  3. Add a WhatsApp step and publish your campaign.

WhatsApp Templates

To send a WhatsApp campaign, you’ll first need an approved WhatsApp template. For instructions on building a template, view WhatsApp Templates.

Create a Journey

Because Engage campaigns exist within Journeys, begin by creating a Journey:

  1. In Engage, select Journeys, then click Create journey.
  2. Name your Journey and select its entry settings.
  3. Click Build Journey to create the Journey.

Segment then opens the Journey Builder.

Add a Journey condition

With your Journey created, you’ll now set a condition to trigger your WhatsApp campaign:

  1. Within the Journey builder, click + Add Entry Condition.
  2. In the Add entry condition pane, give the step a name.
  3. Click + Add Condition, select your desired condition, then click Save.

With your entry condition added, you’re ready to add an approved WhatsApp template to build a campaign.

Add a WhatsApp step and publish your Journey

  1. Within the Journey builder, click the + node below your new condition.
  2. From the Add step window, click Send a WhatsApp.
  3. Pick an approved template from the template list, then choose Select.
  4. Give the WhatsApp message step a name.
  5. In the Sender field, choose WhatsApp, then click Save.
  6. Segment returns you to the Journey builder. Select Publish, then select Publish journey in the popup.

Your Journey and WhatsApp campaign are now live. Users who trigger the WhatsApp step’s parent Journey condition will receive your SMS campaign.

Messaging limits

WhatsApp limits the number of unique recipients that can receive your campaigns. If your Meta Business Account isn’t verified, you’ll begin with a messaging limit of 250 unique recipients every 24 hours.

Once your Meta Business Account is verified, the number of unique recipients increases, depending on your messaging limit tier. For more information, view Meta’s messaging limits documentation.

This page was last modified: 11 Jun 2024

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