1) 🚀 Open the Campaign Builder
• Menu → Campaigns → Campaign Builder.
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2) 📥 Import CSV / Excel
• Upload the .csv, .xls, or .xlsx file with the contact list.
• The file must:
- Include the phone number as digits only (no dashes or spaces) and with country and area codes. Examples: 5491234567890, 5210123456789, 573123456789.
- Have clear column headers.
- Include, in addition to the phone number, the data you want to use as variables (e.g., name, model, email).
- Not use formulas in the phone column: it must be the “raw” number.
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3) 🔎 Preview and map the phone number
• In the preview, at the top right you’ll see the “Phone number” field.
• Make sure to select there the column name that contains the phone numbers.
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4) 🧩 Select or request a template
• You can choose an existing template or request a new one from Meta.
Important notes about media in templates:
- Make sure critical information is centered, because images taller than 1.91:1 will be cropped.
- Accepted upload formats and sizes:
1) Image: JPEG or PNG (max. 5 MB)
2) Video: MP4 (max. 16 MB)
3) Document: PDF (max. 10 MB)
How to request a new one:
a) Click “Request new template” (a window will open).
b) Fill in:
- Message type: Marketing or Utility.
- Template name: representative, no capital letters or spaces (e.g., recontact_september).
- Header (optional): None, Text, or Multimedia (image or video).
- Body: write the message. Add variables with the “Add variable” button.
• Each inserted variable appears as {{1}}, {{2}}, etc.
• Below the body you’ll find, for each variable:
- Sample value (for preview only; not sent).
- Label (variable name, e.g., name, model).
• Example body:
hola {{1}} ¿cómo estás? Recibimos tu consulta por el modelo {{2}}
Sample value 1: Sofía | Label: name
Sample value 2: Toyota SW4 | Label: model
- Footer (optional).
- Buttons (optional): CTA or Quick reply.
c) Click Request.
• The new template will appear in the list with status “Pending” until Meta approves it (this may take a few minutes).
• You can refresh the status with the refresh button 🔄.
• When it’s approved, continue.
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5) 🧷 Configure template variables
• You’ll see the chosen body (e.g., Hola {{1}} ¿cómo estás? Recibimos tu consulta por el modelo {{2}}).
• Click each variable ({{1}}, {{2}}, …) and assign the corresponding column from the imported file (e.g., {{1}} → Name column, {{2}} → Model column).
• Repeat the process for all variables.
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6) 🗓️ Summary and scheduling
Fill in the following fields:
• Campaign name: a representative name.
• Source: a representative name to identify the campaign source.
• Initial pipeline: where you want the conversation to start.
• Start date and time: when to send.
• Sending time range: the window during which messages will be sent.
- Note: large campaigns may take time depending on your Business Manager’s daily limit; Darwin sends messages in a staggered and controlled manner to respect WhatsApp limits and reduce spam risk.
• When everything is complete, the “Send campaign” button will be enabled.
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7) 📊 Tracking
• In the menu section Campaigns > List you can see real-time sending progress and status.