> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a new WhatsApp Business App Campaign

> Create a WhatsApp Business App campaign in bitCRM by choosing a segment, schedule, and Meta-approved message template

For a step-by-step guide on how to complete this process, please visit [our YouTube Channel.](https://www.youtube.com/@bitbybit.studio/videos)

<iframe width="560" height="315" src="https://www.youtube.com/embed/gzV9MOu0pZg" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; fullscreen" allowfullscreen />

The WhatsApp Business App campaign tool in bitCRM lets you send a Meta-approved message template to a customer segment, on your schedule. You can also convert replies into a customer service Ticket. Here's how to create and send a campaign.

To create a personalized marketing campaign, please set your customer segmentations first, by following these guides below:

• [How to Create a Customer Segment.](https://knowledge.bitbybit.studio/bitcrm/how-to-create-a-customer-segment)

• [How To Create Customer Segmentation And Track Message After A Broadcast.](https://knowledge.bitbybit.studio/bitcrm/how-to-create-customer-segmentation-and-track-message-after-a-broadcast#how-to-create-customer-segmentation-and-track-message-after-a-broadcast)

You'll also need an **approved message template** for WhatsApp Business App. If you don't have one yet, see [How to Create a Message Template Campaign for WhatsApp Cloud API](/bitcrm/how-to-create-a-message-template-campaign-for-whatsapp-cloud-api) — the same template builder is used for both channels; choose **WhatsApp Business App** as the channel when you create the template.

Once you have segmented the customers and have an approved template, follow these steps to create a WhatsApp Business App campaign.

## **Step 1: Go to Campaign Dashboard.**

* Navigate to your [bitCRM Campaign](https://app.bitbybit.studio/bitcrm/campaign) dashboard and click "Create new campaign."

<img src="https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/66dfb475889895e236fc4451_AD_4nXcfZGD13_opnJpzGZrT68576NYMDbDJxCvYdXD_J22bZwzL3nLB25rCHtmc9PM8k_Hp5aA-FJ43r9PNN9ulj4bvRvs9LLq9QcRtvF5q3DhnKhKlafcH3acVPlALtgi0hvjVINkr06knK2vRAEGOo_Qdnzkv.png" alt={true} />

* Click "Create new campaign"

## **Step 2: Select a Channel.**

* Click **WhatsApp Business App** — for small businesses that want to keep using their mobile app with basic automations.

<img src="https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/66f522758fbc5fb416aef411_AD_4nXc6-___LNHfDRVmuvfmg056gidwE9cWfzDSPVm_-1o8ZqyOjsjscBjCg3_swRqYD18028mH7zGjQ11XxYmo_4ff2xQdJWBawBVABGnN4q8z5LqgvfDNvLhiH3HXYfHeJmT66EACIaA8tpFi9djQGc5uW_mm.png" alt={true} />

* Click "WhatsApp Business App"

## **Step 3: Fill in your Campaign details.**

* Enter a **Campaign name**.
* Under **Send to**, choose your customer segment. Read [How to Create a Customer Segment](https://knowledge.bitbybit.studio/bitcrm/how-to-create-a-customer-segment) for the details.

<img src="https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/66dfb47580368018c1db9825_AD_4nXfwM8KWPBFXe_lt_FfcA2UNv9vLSdF-sd_nGsvANHxGkbSRq4CohWOw3YBbq8OAFA_jCxTHd18Y9za7FDyOv0IZVCROnmhwlOo0mtDjI6verqJdf-_sF0bNCR1h3h9s2WWO1dtoWx10LRjlowly0Gqph8m9.png" alt={true} />

* Enter your Campaign name and choose your customer segment

## **Step 4: Schedule your Campaign.**

* Choose **Send immediately** or **Schedule send**. If you schedule, select a date and time.

## **Step 5: Choose your Message template.**

* Under **Message template**, select an approved template from the dropdown. Only Meta-approved templates appear here.
* If you don't have a template yet, click **Create new template** to open the template builder.
* If your template includes variables (shown as `{{1}}`, `{{2}}`, and so on), map each one to a dynamic field in the **Variable** dropdown. Read [How to Use Dynamic Variables in Automation Messages](https://knowledge.bitbybit.studio/bitcrm/how-to-use-dynamic-variables-in-automation-messages) for details.
* If your template includes a voucher code, the voucher fields appear automatically — fill them in.

<Note>
  Media such as images, videos, or documents are part of the message template, not the campaign. Add media when you create the template — see [How to Create a Message Template Campaign for WhatsApp Cloud API](/bitcrm/how-to-create-a-message-template-campaign-for-whatsapp-cloud-api) — not in this step.
</Note>

## **Step 6: Optional — convert replies into a Ticket.**

* Turn on **Convert to ticket** to automatically create a support Ticket when a customer replies, and assign it to a ticket category or agent.

## **Step 7: Review and send.**

* Click **Review** to open the review checklist. Confirm your Campaign name, customer segmentation, schedule (if scheduled), and estimated cost.
* Click **Send campaign** to send immediately, or **Save message** to confirm a scheduled send.
* You can also click **Save as draft** to save your progress without sending, or **Discard** to cancel.
