A practical checklist for choosing a workspace, connecting WhatsApp and preparing your first campaign.
Start with your workflow
Before creating a campaign, write down what you want the customer to do: confirm an appointment, read an order update or ask your team a question. Choose one audience and one clear next step. This keeps your first workspace manageable and makes results easier to understand.
Confirm the plan and connection
Review the pricing cards and send a plan enquiry with the connections, contacts and messaging volume your team needs. Confirm the actual subscription limits before purchase. Choose a QR connection for a linked device or Business API configuration for your Meta account. These have different setup requirements.
Prepare a relevant contact group
Use contacts who expect to hear from your business. Check number formatting and remove duplicates before importing. Give the group a meaningful name, such as appointment follow-ups, rather than combining every customer into one list. A small controlled group helps you spot mistakes before a wider campaign.
Review before launching
Check the message, links, recipients and schedule. Verify the connection is available and replies have an owner. Start with a controlled test your team agreed to receive. Review the result before expanding the audience. A useful first campaign is one your team can understand and repeat.
Explore vhatsapp plans or ask the team about your workflow.
