How do I create, schedule, and manage WhatsApp campaigns in MyOperator?

How do I create, schedule, and manage WhatsApp campaigns in MyOperator?

⚡Quick answer -

A WhatsApp campaign in MyOperator is built in four clicks:

  1. Pick one pre-approved template.
  2. Upload an Excel/CSV audience list (≤ 5,000 or the Meta message-limit—whichever is lower).
  3. Map any template variables to Excel columns (or set fallback values).
  4. Send now or schedule later.

The platform checks the credit balance at a scheduled time and again at send time; a campaign fails if credits are insufficient.

When should I use this guide?

Read this walkthrough if you need to:

• Blast a template message to hundreds or thousands of customers.

• Personalise each message with names, dates, or amounts.

• Understand Meta-imposed audience caps and what happens when they’re lower than 5,000.

• Troubleshoot import errors, variable mismatches, or low-balance failures.


Prerequisites & limits

Item

Rule

Where to see/set

Approved template

At least 1 required

Manage → WhatsApp → Templates

Audience cap

min(5000, Meta message-limit) per campaign

Limit shown on the Audience screen

Credit balance

Must cover all messages

Dashboard balance widget

Excel/CSV format

Mandatory “Phone number” column

Download sample file

Country code

India only; system prefixes 91

Auto-applied

Duplicate numbers

Auto-removed on upload

Shown in the import summary


Campaign workflow overview

  1. Template – choose content.
  2. Audience – upload list, auto-dedupe, respect Meta limit.
  3. Variable mapping – connect template placeholders to Excel columns.
  4. Schedule / Send – pick date/time, run credit check, optional test message.

Step-by-step creation

Step 1 – Template selection

  1. Go to WhatsApp → Campaigns → Create Campaign.

image.png

Alt text: create a campaign

  1. Enter a unique campaign name.
  2. Select the WhatsApp account & phone number to send from.
  3. Pick a pre-approved template.
    1. If the template has variables, a banner lists the variable names.

image.png

  1. Preview the message in real time (right-side panel).
  2. Click Next.

Alt text: Preview the template

Step 2 – Audience creation

  1. Download a sample file (Excel/CSV) if needed.
  2. Confirm your Meta message limit displayed on screen.
  3. Prepare the sheet:
    1. Mandatory column header: Phone number (case-insensitive). 
    2. Allowed phone formats: 91xxxxxxxxxx+91xxxxxxxxxx, or xxxxxxxxxx
    3. Optional columns: Name plus any variable columns.
  4. Upload the file → the system:
    1. Auto-adds 91, removes duplicates, drops non-India numbers.
    2. Shows cleaned audience count.
  5. Review and fix any row-level errors shown before clicking Next.

Alt text: Audience creation

Example Excel (partial):

Name

Phone number

customer_name

amount

date

John Doe

919898900945

John

500

26-Sept-2024

Adam Eve

8798999999

Adam

300

30/09/2024

Step 3 – Variable mapping (optional)

Appears only when the chosen template contains variables.

For each placeholder:

  1. Pick the Excel column from a dropdown, or
  2. Enter a fallback value to be used when the column data is blank (or for all recipients).

Example mapping:

Template variable

Excel column

Fallback (if blank)

{{customername}}

customer_name

User

{{amount}}

amount

299

{{date}}

date

1 Oct

Alt text: Variable mapping

Step 4 – Scheduling & test send

Screen elements:

• Audience count – final, unique recipients

• Approx. cost – based on audience × template type.

• Test message – enter your own number, click Send Test.

• Schedule options – Send Now or pick date/time.

Click Schedule (or Send Now) to finish.


Campaign statuses & listing page

Status

What it means

Completed

≥ 1 message sent

Failed

0 messages sent (e.g., no credits)

Cancelled

Manually stopped ≥ 5 min before run

Scheduled

Queued for future send

Listing-page perks:

• Filter by date, status, or phone number.

• Cancel a scheduled campaign until T-5 min.

• Click a row for sent/delivered percentages.

• Download CSV reports.

• If “Name” + “Phone number” were in the file, contacts are auto-added to the book.


Balance checks & cost logic

Moment

What happens

Schedule-time

System estimates cost; prompts recharge if balance is low.

Send-time

Re-checks balance; if insufficient, entire campaign fails and status = Failed.


When does a campaign NOT work?

• No approved template in the account.

• Audience file exceeds Meta limit or has > 5,000 numbers.

• Uploaded numbers are non-Indian or malformed.

• Credits run out between scheduling and sending.

• Attempting to cancel less than 5 min before start—cancellation ignored.

• Variable columns missing and no fallback value set → template fails validation.


Troubleshooting guide

Symptom

Likely cause

Quick fix

Audience count drops after upload

Duplicates, invalid numbers, or non-91 codes removed

Review import summary

“Phone number column missing” error

Header misspelled

Rename column exactly Phone number

Campaign stuck in Failed

Credits empty at send-time

Recharge, then duplicate campaign

Variable values not inserted

Column blank & no fallback

Map correctly or set fallback

Cannot cancel campaign

Less than 5 min before start

Cancel earlier or let it send


Keywords: WhatsApp campaign, MyOperator WhatsApp, variable mapping, Meta message limit, audience upload, WhatsApp bulk send