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Audiences → Templates → Campaigns

A one-pager on how the audience flow works in Intelli.

This is the path every outbound message takes: you build an audience, you write a template, then you send a campaign. Each step feeds the next.

1. Audiences — Who are you sending to?

Your audience is the list of people you can reach. It lives in Dashboard → Audiences.

There are three ways contacts get in:

HowWhereWhen to use
ConversationsAuto-added when someone chats you on WhatsApp, the widget, etc.The easiest — happens on its own
Add ContactAudiences → Contacts → Add ContactOne person at a time
CSV ImportAudiences → Imports → Import CSVBulk lists from another tool, an event, a spreadsheet

Once contacts are in, you organize them two ways:

  • Tags — labels you stick on contacts (e.g. vip, lagos, webinar-q4). Manual.
  • Segments — groups that update themselves based on rules (e.g. "Total spend > $500 AND active in last 30 days"). Dynamic.

Custom fields(Settings → Custom Fields) let you store anything extra — booking ID, plan tier, birthday. You'll use these later as template variables.

Rule of thumb: Tags for things a human decides. Segments for things a rule decides.

2. Templates — What are you saying?

Templates are the pre-approved messages you'll send. They live in Dashboard → Messaging → Templates.

Why templates? WhatsApp requires that any message you send to someone who hasn't messaged you in the last 24 hours uses a Meta-approved template. No exceptions.

A template has:

  • A category: MARKETING (promotions), UTILITY (order updates, receipts), or AUTHENTICATION (OTP codes).
  • A header (optional): text, image, video, or document.
  • A body: the main message, with {{1}}, {{2}} style variables you fill in per recipient.
  • Buttons (optional): quick replies, links, call buttons.

Two ways to create one:

  1. Browse the default template gallery → pick one → customize.
  2. Create from scratch with the template editor.

Every template goes to Meta for approval (usually minutes). Status flows: PENDING → APPROVED (or REJECTED). You can only send APPROVED templates.

Tip: The variables you put in the template ({{name}}, {{order_id}}) are filled in at campaign time — either from a contact field, a custom field, or a CSV column.

3. Campaigns — Send it.

A campaign ties an audience to a template and pushes the message out. Live at Dashboard → Campaigns.

The flow when you click Create Campaign:

  1. Name + channel— call it something you'll recognize later (BF Sale - VIPs).
  2. Pick a template — only APPROVED templates show up.
  3. Pick recipients — three options:
    • Contacts from your audience (filter by tag, segment, or pick individually).
    • Tags — everyone with vip for example.
    • CSV upload — for one-off lists not in your audience.
  4. Fill in variables — map each {{1}}, {{2}} to a contact field (fullname), a custom field (custom:plan_tier), or static text.
  5. Schedule — send now, or pick a date/time (timezone-aware).
  6. Review + launch.

Once it runs, you'll see live delivery stats — sent, delivered, read, failed — on the campaign details page. Failures usually mean the number is invalid or the user blocked your WhatsApp Business number.

Drafts save automatically. If you close the form half-way, you can pick it up from the campaigns list.

The full loop, in one breath

A customer messages you on WhatsApp → they land in Contacts → you tag them vip → you build a MARKETING template with a {{1}} for their name → you create a campaign, pick the vip tag as the audience, map {{1}} to fullname, schedule for Friday → Meta delivers → you watch the read rate climb.

That's it. Everything else (chatbots, the inbox, analytics) plugs into this same backbone.

Where to go next