What should I keep in mind when selecting a template for a campaign?

What should I keep in mind when selecting a template for a campaign?

đź“Ś How to Choose the Right Template for a WhatsApp Campaign

Selecting the correct WhatsApp-approved template is the foundation of every successful campaign. A mismatch in variables, media, or approval status can block your launch.

🧭 Key Steps & Checks

Step

What to Check

Why It Matters

âś… Select WhatsApp Number

Pick the correct WhatsApp Business Account (WABA) number

Messages will only send from the number you choose

🆔 Unique Campaign Name

Use a name not already used (e.g., July_Renewal_Offer)

Prevents confusion and ensures clean reporting

🧩 Match Variables

Confirm template placeholders (, ) match column headers in your Excel/CSV sheet

Enables smooth personalization

đź“‚ Media Attachments

Ensure images, videos, or documents are approved and meet WhatsApp specs

Avoids template rejection or broken display

🗓️ Approved Template Only

Verify the template has Meta approval

Draft/pending templates cannot be used

🔍 Example: Variable Mapping

Template:
Hi , your subscription of â‚ąis due on .

Your Excel sheet should include:

Column Header

Example Value

customer_name

Jane Doe

amount

999

due_date

28 July 2025

📸 Screenshot: Variable mapping screen showing headers matched with placeholders

⚠️ Common Mistakes to Avoid

Mistake

Consequence

Using duplicate campaign names

May overwrite or confuse reporting

Selecting an unapproved template

Campaign cannot proceed

Missing variable columns in upload sheet

Mapping step fails

Choosing the wrong WhatsApp number

Campaign may send from incorrect sender ID

âś… Best Practices

  • Use descriptive campaign names (e.g., July_Premium_Renewals_Batch1).
  • Always preview templates before launch to confirm layout, tone, and button/CTA order.
  • Download a sample file from MyOperator to ensure your contact sheet matches the template variable structure.
  • Keep a naming convention for campaigns (Month_Purpose_Batch) to streamline reporting.

âś… Summary

To launch without errors:

  1. Choose the correct WhatsApp number.
  2. Assign a unique campaign name.
  3. Match all variables with your audience file.
  4. Use only WhatsApp-approved templates.
  5. Double-check attachments and preview.