User Guide

Welcome to Premier Campaign

Your complete WhatsApp marketing platform. Create campaigns, manage contacts, and track performance - all in one place.

Quick Start

Get up and running in minutes

1

Login

Access your dashboard with your credentials

2

Create Template

Design your message with variables and preview it in real-time

3

Send Campaign

Import contacts and launch your first WhatsApp campaign

Dashboard Overview

Your command center for WhatsApp marketing

Dashboard Preview

Interactive Interface
Dashboard
Total Campaigns

12

Messages Sent Today

1,234

Delivery Rate

98.5%

Failed Messages

3

Messages Sent (Last 7 Days)

M
T
W
T
F
S
S

↑ This is what you'll see when you first log in

Statistics Cards

At the top of your dashboard, you'll see key metrics:

12

Total Campaigns

All campaigns created

1,234

Messages Sent Today

Successfully sent today

98.5%

Delivery Rate

Messages delivered

3

Failed Messages

Failed to send

Navigation Sidebar

Access all features from the left sidebar:

Menu
Dashboard
Campaigns
Templates
Contacts
Events

Dashboard

Overview and statistics

Campaigns

Create and manage campaigns

Templates

Design message templates

Contacts

Manage contact lists

Events

Monitor triggered events

Message Templates

Design reusable messages with personalization

Template Builder

Two-Panel Layout
Welcome Message
Hello {first_name}! 👋

Welcome to {company}!

Hello John! 👋

Welcome to Acme Inc!

12:34 PM

↑ Editor on left, live preview on right

What are Templates?

Templates are pre-designed message formats that you can reuse across multiple campaigns. They support personalization variables like customer names, company names, and custom fields.

Example: How Variables Work

Template:

Hello {first_name}!

Welcome to {company}!

Sent to John at Acme Inc:

Hello John!

Welcome to Acme Inc!

Creating a Template

1

Go to Templates

Click "Templates" in the sidebar, then click "Create Template"

💡 Tip:You can also duplicate an existing template
2

Add Template Name

Give your template a descriptive name for easy identification

💡 Tip:Use names like "Welcome Message" or "Order Confirmation"
3

Design Your Message

Write your message and insert variables using the buttons

💡 Tip:Click the variable buttons to insert them automatically
4

Add Buttons (Optional)

Add up to 3 call-to-action buttons (URL or Quick Reply)

💡 Tip:Use URL buttons for websites, Quick Reply for responses
5

Preview & Save

Check the live preview on the right, then save your template

💡 Tip:Always test before using in a campaign!

Approved Templates

Templates with "Approved" status can be used immediately in campaigns. These are ready to send to your audience.

Pending Templates

Templates with "Pending" status need WhatsApp review before use. This usually takes 24-48 hours.

Contact Management

Organize and import your audience

Contact Lists vs Individual Contacts

Contact Lists

Groups of contacts you can target together in campaigns

Individual Contacts

Single contacts with custom fields and opt-out status

Importing Contacts via CSV

CSV Format Required

first_name,last_name,phone,email,company
John,Doe,+1234567890,john@example.com,Acme Inc
Jane,Smith,+1234567891,jane@example.com,Tech Corp
Required: phoneOptional: first_name, last_name, email, company
1

Download CSV Template

Click "Download CSV Template" to get a properly formatted file

2

Prepare Your Data

Add your contacts following the format. Use E.164 format for phone numbers (+1234567890)

3

Upload File

Click "Import CSV" and drag your file or click to browse

4

Map Columns

Match your CSV columns to contact fields (auto-detected for common names)

5

Select List

Choose an existing list or create a new one for these contacts

6

Import

Review the preview and click Import to add your contacts

Managing Opt-Outs

Contacts who opt out will be automatically excluded from all campaigns. You can manage opt-out status by toggling the switch in the contacts table.

Creating Campaigns

Send messages to your audience

Campaign Types

Manual Phone List

Enter phone numbers directly for quick one-time sends. Best for small, targeted campaigns.

Contact List

Select pre-defined lists of contacts. Perfect for regular newsletters and announcements.

Event-Triggered

Automatically send when events occur (purchases, signups, etc.). Ideal for automation.

The Campaign Creation Wizard

Step 1

Basic Information

Enter campaign name and select audience type

Step 2

Audience Configuration

Enter phone numbers, select contact list, or set up event trigger

Step 3

Select Template

Choose from your saved templates and see a live preview

Step 4

Schedule & Send

Send immediately or schedule for later with date/time picker

Campaign Statuses

Draft: Ready to edit
Scheduled: Waiting to send
Running: Currently sending
Paused: Temporarily stopped
Completed: Finished sending
Failed: Error occurred

Campaign Actions

Send Now

Immediately start sending messages

Pause

Temporarily stop a running campaign

Resume

Continue a paused campaign

Edit

Modify draft or paused campaigns

Delete

Remove campaign permanently

View Report

See detailed delivery statistics

Event-Triggered Campaigns

Automate messages based on user actions

How It Works

Event-triggered campaigns automatically send messages when specific events occur in your application. Your system sends an event to Premier Campaign via webhook, and we handle the messaging.

Welcome Message

Send immediately after registration

Order Confirmation

Confirm purchase with details

Cart Recovery

Remind about abandoned items

Setting Up an Event Campaign

  1. 1Create a new campaign and select "Event-Triggered" as the audience type
  2. 2Enter the event type (e.g., "purchase", "signup", "cart_abandoned")
  3. 3Set the delay in minutes (0 for immediate, 60 for 1 hour later, etc.)
  4. 4Select your message template
  5. 5Save as draft or activate immediately
  6. 6Configure your application to send events to the webhook URL

Webhook Configuration

Your development team needs to send events to this endpoint:POST {your-domain}/api/events

Reports & Analytics

Track your campaign performance

Campaign Report

Click on any campaign to view detailed statistics. The report shows:

100%

Total Sent

98%

Delivered

75%

Read

2%

Failed

Message Timeline

SentDeliveredRead

Messages progress through these statuses. Real-time updates show in the message log.

Message Log Features

Filter by Status

See only pending, sent, delivered, read, or failed messages

Search Contacts

Find specific recipients quickly

Export Data

Download message data as CSV

Retry Failed

Resend messages that failed to deliver

Best Practices

Timing Matters

Send messages during business hours (9 AM - 6 PM) for best engagement rates.

Personalize

Use {first_name} and custom fields to make messages feel personal and increase response rates.

Keep It Short

WhatsApp messages should be concise. Include a clear call-to-action.

Test First

Always send a test message to yourself before launching a campaign to your audience.

Respect Opt-Outs

Honor opt-out requests immediately. This maintains trust and compliance.

Monitor Performance

Check your delivery rates. If they drop below 95%, investigate contact quality.

Quick Reference

Template Variables

{first_name}Contact's first name
{last_name}Contact's last name
{company}Company name
{phone}Phone number

Phone Number Format

Use E.164 format (includes country code, no spaces or special characters):

✓ +1234567890

✗ 234-567-890

✗ (234) 567-890