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Launch a WhatsApp offer to a tagged list this afternoon

Pick a segment, attach an approved template, schedule for today, and track reads and replies in one workspace.

The problem

Marketing teams lose hours jumping between CRM exports, template spreadsheets, and WhatsApp BSP portals — and still miss the send window.

How Converix helps

Build your audience from tags and segments, map template variables to contact fields, preview on WhatsApp, and launch a timed campaign without leaving Converix.

How teams run this play

  1. Step 1

    Tag contacts from a list import, signup event, or CRM sync.

  2. Step 2

    Choose an approved WhatsApp template and map {{name}}, {{offer}}, and other variables.

  3. Step 3

    Preview the message on-device, pick a send time, and launch to the segment.

  4. Step 4

    Watch delivery, read, and reply metrics update in Mission Control.

Platform features used

  • Audience segments & tags
  • Template lifecycle & Meta sync
  • Campaign scheduling
  • WhatsApp Business numbers
  • Campaign performance reports

Outcomes

  • Same-day promotional sends without ops tickets
  • Variable personalization at scale
  • Clear read and reply tracking per campaign

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