Quick Answer

Contacts Retargeting lets you launch WhatsApp Business API campaigns straight from the Contacts page, using filtered customer data—no CSV exports or re-uploads required.

1. Use Cases

Businesses that already hold customer information can immediately re-engage those contacts without rebuilding audiences:

• E-commerce: festival or flash-sale blasts to past shoppers
• Sales & Lead-based: follow-ups or cold-lead revival offers
• Service sectors (salons, clinics, education, etc.): reminders, renewals, new-service announcements driven by prior interaction data
• Marketing teams: cut audience-creation time and avoid CSV juggling

The core flow is always: filter → Create campaign → Schedule/Send, all on one screen.

2. Benefits

• Faster campaign creation: direct launch from Contacts page, no downloads or uploads.
• Reduced manual effort: removes CSV errors and repetitive work.
• Controlled & safe targeting: hard cap of 10,000 contacts per run; system prompts optimisation if you exceed it.
• Higher WhatsApp adoption: easier workflow encourages more frequent campaigns.

3. Step-by-Step Flow

1. Apply filters in Contacts
   

   • You must set at least one filter (tag, attribute, or segment).
   • If filtered contacts ≤ 10,000, creation is allowed; if > 10,000, you are prompted to refine filters.
     
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2. Click “Create Campaign”
   

   • Button activates automatically once filters are present.
   • Manual checkbox selection is ignored; the system always uses the full filtered list.
     

3. WhatsApp Business API (WABA) check
   

   • No WABA: an Enable WABA screen appears showing requirements, a “Watch Video” CTA and an “Apply for WhatsApp Business API” CTA; onboarding must be finished before you proceed.
     
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   • WABA enabled: choose a WABA phone number and see its current WhatsApp daily message limit.
     

4. Configure the campaign
   

   • Enter Campaign Name.
   • Select an approved WhatsApp Template (only those linked to the chosen WABA appear).
   • Map template variables if needed.
   • Pick Send Now or Schedule Later.
   • (Optional) send a test message.
   • The system calculates estimated cost, checks wallet balance, and blocks scheduling if funds are insufficient.
     
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5. Schedule & launch
   

   • When all mandatory fields are complete and balance suffices, the campaign is scheduled or sent instantly.
   • A success confirmation pops up and the new job appears in the Campaigns table.
     

4. Key Rules & Limitations

• Filter-based only: campaigns cannot be created without filters; checkboxes never drive audience selection.
• Audience size limit: max 10,000 contacts per campaign (configurable in the backend).
• Permission gate: users must have

  waba_campaign_access (Add/Edit)

  to see or use the Create Campaign button.
• Balance validation: insufficient wallet balance blocks scheduling until recharge.
• Template restrictions: only one approved WhatsApp template per campaign, and it must belong to the selected WABA.

5. Post-Creation Status & Error Handling

Every campaign is tagged with Source: Contacts and appears immediately in the Campaigns dashboard. Possible statuses:

• Preparing: audience is being fetched.
• Scheduled
• In Progress
• Failed: hover to see the failure reason (e.g., audience fetch error).

If the system cannot assemble the audience, the campaign is automatically marked Failed and the specific reason is listed inside campaign details.

6. Availability & Prerequisites

The feature is live for all accounts. Successful use depends on:

• Completed WhatsApp Business API setup
• User role with

  waba_campaign_access

• Sufficient wallet balance

Keywords

Contacts Retargeting, WhatsApp campaign, filter based audience, waba_campaign_access, 10,000 contact limit, MyOperator remarketing, no CSV export, campaign scheduling, wallet balance check