Campaigns
One-time broadcasts on WhatsApp or email. Timed follow-ups belong in Journeys — campaigns are for the send you decide to make today.
A campaign is one channel, one audience and one template. Preflight checks consent coverage and template readiness before anything sends, and sends are batched and paced rather than fired at once so your WhatsApp quality rating survives the campaign.
The builder, field by field
| Field | Notes |
|---|---|
| Name | Internal only. Name it so you recognise it in a results table weeks later. |
| Channel | WhatsApp or email, one per campaign. For both, send two and keep audiences from overlapping. |
| Audience | A saved segment, a lead-score band, a CSV with attested consent, or a manual selection. |
| Template | Approved Marketing templates only. Utility templates cannot power broadcasts. |
| Schedule | Send now, or schedule for a future time. |
Preflight
Preflight runs before a launch and will block it. It is the most useful thing in the product, because the damage from a bad broadcast is invisible on the day and expensive for weeks.
- Consent coverage — blocks the launch when too much of the audience has no recorded consent or has opted out.
- Template readiness — the template must be approved and its variables mapped.
- Audience size — confirms the count that will actually receive it, after exclusions.
- Send allowance — warns when the campaign would exceed your plan’s remaining cycle allowance.
Batching, pacing and priority
- Batching
- Large audiences are processed in batches rather than all at once, so a big campaign does not block everything else in the queue.
- Meta pacing
- Sends are rate-limited to stay inside Meta’s limits and protect your account. This applies on every plan and is not something a higher plan removes.
- Send priority
- Higher plans are dequeued ahead of lower ones when the queue is busy. It changes ordering, not the Meta rate limit.
Reading the results
| Metric | What it means |
|---|---|
| Sent | Accepted by Meta for delivery. |
| Delivered | Reached the customer’s phone. |
| Read | Opened. Expect this to be far higher than email open rates. |
| Failed | Rejected — usually an invalid number or a contact who blocked you. |
| Revenue | Orders attributed to the campaign on last touch. |
A large gap between sent and delivered means list quality, not a platform problem. Clean the invalid numbers out before your next send.
- Send a broadcast — The guided version of this page.
- Email — The email channel.
- Conversation pricing — What a broadcast costs.
- Campaigns feature page — What it looks like in the product.
Frequently asked questions
What is the difference between a campaign and a journey?
A campaign is a one-time send you decide to make, to an audience you pick, now or at a scheduled time. A journey is automation that runs whenever a Shopify event happens, for as long as it is published, without you touching it again.
Can one campaign send on both WhatsApp and email?
No, one channel per campaign. To cover both, create two campaigns and keep the audiences from overlapping, so the same customer does not get the same message twice on two channels within minutes.
Updated 2026-10-04