💬 SalesByte

Create a Campaign

Send a WhatsApp message to your contacts in 4 simple steps.

Step 1 — Choose campaign type

Go to Campaigns → click New Campaign.

New Campaign Wizard

Pick what you want to send to:

  • Contacts — individual people from your contact list
  • WhatsApp Groups — send to an entire group at once

Step 2 — Pick a template

Choose the message you want to send. If you don't have a template yet, create one first →

You'll see a live preview of your message on the right. If your template has variables like {{name}}, SalesByte fills them in from your contact data automatically.

🔵Business WhatsApp

Business WhatsApp requires a Meta-approved template. You can only pick from templates with Approved status.

🟢Personal WhatsApp

Personal WhatsApp can use any template — no approval needed. You can also create templates on the spot.

Step 3 — Choose your audience

Pick who gets the message:

  • All contacts — everyone in your list
  • By tag — e.g. only contacts tagged Hot Lead
  • By status — e.g. only Warm contacts
  • By lifecycle stage — e.g. everyone in Negotiation
  • Saved segment — use a filter you saved earlier

Click Preview audience to see how many contacts match before you send.

Step 4 — Send settings

  • Send now — starts immediately
  • Schedule for later — pick a date and time (IST)
  • Split into batches — spread the sends across multiple days to stay safe

For Personal WhatsApp, also pick your sending speed:

  • Slow — safest, best for cold contacts
  • Medium — balanced
  • Fast — for warm, engaged contacts only

Click Start Campaign and you're done. SalesByte sends in the background while you do other things.


Track your campaign

Once started, go to Campaigns → click your campaign name to see:

  • How many messages were sent, delivered, and read
  • Which contacts haven't received it yet
  • Any failed sends

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