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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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Broadcasts and scheduling
Bulk messages, templates and scheduled sends.
- Choose campaign sending numbersThe campaign uses the numbers selected when created.
- Build a manual recipient listThe list contains normalized, deduplicated phones.
- Import recipients from one or more spreadsheetsImported contacts enter the campaign's recipient set.
- Select recipients by labelsThe campaign receives contacts found under labels on the selected numbers.
- Write and personalize a campaign messageThe saved text is personalized by the server at sending time.
- Create custom campaign variablesCustom values become available for text personalization.
- Prepare an image, video, document or audio broadcastThe campaign stores uploaded media for recipients.
- Prepare a campaign using an official templateThe form builds template parameters for the official campaign.
- Include groups and mentions in a campaignSelected groups become campaign destinations.
- Review a preview before creating the campaignYou view a visual example of the message.
- Record audio for a broadcastThe recording becomes the campaign's selected media.
- Set broadcast intervals and hoursThe campaign waits for its daily window and spaces attempts according to the configuration.
- Save, start or schedule a campaignThe campaign is created as a draft, running or awaiting its future start.
- Track campaign progress and failuresYou identify the campaign state and errors exposed by the page.
- Start, pause, resume or cancel a broadcastThe campaign state changes after server confirmation.
- Find schedules, series and items needing attentionThe list shows records permitted for your account, grouped by series and period.
- Schedule a message to a personThe message is queued for the selected time.
- Schedule messages in groupsA separate schedule is created for each successfully saved group.
- Configure mentions in group schedulesThe new schedule stores mentions for its group send.
- Schedule an image, video, audio or documentThe schedule references the provided media and text.
- Set a schedule's date, time zone and recurrenceThe server calculates the next occurrence from the anchor date, time zone and rules.
- Adjust fixed weekdays and time variation as administratorThe next occurrence incorporates the configured weekdays and random delay.
- Inspect a scheduled message and its resultYou inspect the selected occurrence and actions compatible with its state.
- Edit a pending occurrenceFields submitted to the server are updated on the pending occurrence.
- Pause and resume a scheduleThe schedule is paused or returned to the queue.
- Duplicate or reschedule a messageSaving creates a new record; the original remains.
- Cancel a send or delete its recordCancellation preserves the record; deletion removes the selected record.
- Create an automatic report and choose its sourcesThe report will be built from data available at each sending time.
- Select Meta Ads and Google Ads report accountsSelected accounts are linked to the report configuration.
- Choose a report's reporting periodEach send uses the selected reporting-period rule.
- Choose and order report metricsThe report uses selected metrics in the configured order within each section.
- Break down campaigns and skip reports without spendThese options change composition or the decision to send each occurrence.
- Customize report text and formattingThe text uses selected options and formatting.
- Review report preview without sending a messagePreview queries data and shows how the report will be composed.
- Send a real report test to a phoneThe entered phone receives an immediate report-test sending attempt.
- Create a number-disconnection alertA disconnection automation monitors the configured instance and destination.
- Customize the disconnection-alert messageThe alert is built from current disconnection data and a reconnection link.
- Set when a disconnection alert repeatsWhile the same disconnection continues, alerts follow the configured frequency.
- Set mentions for a group-disconnection alertThe group send includes configured mentions.
- Test a disconnection alert with a real sendThe sender immediately attempts to send the alert to the entered test destination.
- Edit, duplicate, enable or delete disconnection alertsThe automation is updated, duplicated, disabled or removed according to the action.