Message Campaigns

From 1 November 2026, WhatsApp campaigns need the Pro or Agency plan. A campaign that sends by WhatsApp is WhatsApp bulk messaging, which is in the Pro and Agency plans. Email campaigns work on every plan. Until then, WhatsApp campaigns work as they do now on every plan; from then, on Starter:

• the campaign form won't save a WhatsApp campaign as Active, and Run Now is disabled and says why;
• a WhatsApp campaign that was already active stays active but doesn't send. Each time it would have sent, the campaign records that it didn't, its page says why, and your agency's admins are told once, in the app and by email, until a send goes out.

See Billing.

A campaign sends a template to an audience on a schedule. Audiences are defined by condition trees, the same format used by compensation tiers.

Audience condition trees #

Build nested AND/OR groups of conditions over fields like platform, status, tags, stat values, and delta fields. Operators include =, !=, >=, >, <=, <, in, not_in, contains, not_contains, is_null, is_not_null.

Delta fields (diamonds_delta, etc.) compare the two most recent stat periods, so you can target "hosts who are improving" or "hosts who dropped off".

Unchanged since the last report and In the previous report compare a host's reports within a month (1 = yes, 0 = no). See Comparing reports within a month.

A Start date condition can name a date, or a date relative to the host's latest stats: a day of the month, a number of months before the month those stats end in. For example, "on or after day 25 of the month before the latest stats" means 25 October for a host whose latest stats run to 8 November, and still 25 October for stats that run to 30 November, whatever day the campaign sends. A day past the end of a short month is its last day. A host with no stats yet doesn't match a relative date.

Seeing the audience before you send #

You never have to guess how many people a condition tree matches. As you build it, a Who this sends to line under the builder updates live — "42 of 310 contacts match", with the first few names listed, or "No contacts match — nothing would be sent" when the tree is too narrow.

The same count and preview appear in two more places: on the campaign's view page, and inside the Run Now confirmation, so the last thing you read before sending is who is about to receive it.

If you are a recruiter, the count includes every host the campaign sends to, but only the hosts you recruited are named, and the preview tells you how many were held back.

Sub-agencies #

If your agency has sub-agencies, a campaign can belong to one. A campaign of a sub-agency sends only to hosts in that sub-agency, and only that sub-agency's staff and those who work across the whole agency see it. A campaign with no sub-agency belongs to the whole agency: it sends only to hosts with a platform account in no sub-agency, and only those who work across the whole agency see it. A host who is in a sub-agency on one platform and in none on another receives that sub-agency's campaigns for the first and the whole agency's for the second. If you work in a sub-agency, the campaigns you create are your sub-agency's.

A message template or WhatsApp number of a sub-agency can't be moved to another sub-agency, or to the whole agency, while that sub-agency's campaigns use it. Undo and Redo can't move it either.

Scheduling #

A campaign has one of three schedules:

• Manual only — never sends on its own; you press Run Now.
• Recurring — a repeating schedule, evaluated every minute so a due campaign fires on time.
• One-time — a single send-at date and time.

Each firing is recorded as a run with matched, sent, and failed counts.

A campaign you create starts inactive and set to Manual only. You have to review the audience and turn it on deliberately, which is what stops a half-configured broadcast from going out to your whole roster the first time the scheduler ticks.

WhatsApp number #

A WhatsApp campaign is on Automatic unless you choose a number: each host's message goes out on the number that fits them (see WhatsApp). Choose one under WhatsApp number and the campaign goes out on it while that number can send. If the number is deleted, the campaign goes back to Automatic. The WhatsApp Numbers page lists the campaigns that use each number. A campaign switched to email drops its number; switched back, it starts on Automatic.

Previewing the message #

A template can be rendered against a specific host before you use it, so you see the real message rather than the placeholders. The preview flags two things separately:

• Unknown variables — placeholders that don't correspond to anything, which are sent to the host exactly as typed.
• Variables with no value for this host — real placeholders that would render empty for the person you picked.

Default campaigns #

Each new agency is seeded with four starter campaigns. All four arrive inactive — review the audience and the wording, then switch one on:

Campaign	Schedule	Audience
Weekly Green	Mondays 09:00	diamonds ≥ 5,000 AND live ≥ 600 min AND improving
Weekly Blue	Mondays 09:00	diamonds 1,000–4,999
Weekly Red	Mondays 09:00	diamonds < 1,000 OR valid days < 5
Monthly Close	1st of month 09:00	all TikTok hosts