Send a WhatsApp campaign
- Admin and clinic owner
Short answer
In Clinizy Care, open Campaigns and check your messaging allowance. Press New campaign, name the campaign and choose who gets it. Pick an approved message template, then send now or schedule it. Later, press the chart button on the campaign to see its queued, sent, delivered, read and failed counts.
Before you start
- Check that you have WhatsApp messages left in your allowance.
- Have an approved message template in mind.
- Decide who should get it: everyone, a filter or a saved segment.
Steps
Open Campaigns from the left menu.
Check Messaging allowance. It shows how many WhatsApp and SMS messages you have left.
Step 2 of 8 Press New campaign and type a Campaign name.
Step 3 of 8 Choose Everyone, By filter or Saved segment under Audience.
Tip:Press Preview audience to see how many patients will get the message.
Choose an approved template under Message. Add one value per line for its variables.
Tip:To compare two messages, tick A/B test a second template and choose a second template.
Choose Send now or Schedule under When. For a later time, set the Send at date and time.
Press Send now or Schedule. To finish later, press Save draft.
Careful:Sending uses your messaging allowance. Check the number of patients before you confirm.
Press the chart button on a campaign to see its queued, sent, delivered, read and failed counts.
If something goes wrong
Who receives a campaign?
Patients who match your audience and have a phone number. Patients who opted out of messages are left out.
How do I send a saved draft?
Press Send on the campaign in the list, then confirm. The same button works for a scheduled or paused campaign.
What if my allowance runs out?
Sending stops when your monthly WhatsApp allowance and any top-up are used up. The rest are counted as skipped.
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Last updated 23 Oct 2026By the Clinizy Care product teamSee the feature page