"Campanhas" (Campaigns)
The "Campanhas" (Campaigns) screen is for creating a WhatsApp campaign in three steps (audience, template and review), seeing the list of campaigns with the numbers for each one, and opening the report to track, cancel or resume the sending.
Address in the dashboard: /app/campanhas
"Cabeçalho" (Header)
A short explanation of the screen and the two shortcuts.
Buttons and actions
- "Fora das campanhas" (Outside campaigns)
- Opens the list of who does not receive campaigns, and why.
- "Nova campanha" (New campaign)
- Opens the "Nova campanha" (New campaign) wizard, at step 1 of 3.
- Fixed sentence: the approved template goes to an audience from the base, replies land in the Inbox and the AI takes over the conversation.
Daily guard-rail notice
A banner that appears only when the daily cap of campaign messages has been reached and there is still a queue.
- Shows the time the cap was reached and the time the queue resumes on its own. The cap protects the number from being blocked by Meta; nothing needs to be done.
Campaign list
One card per campaign; clicking opens the report.
Buttons and actions
- "‹nome da campanha›" (‹campaign name›)
- Clicking the card opens the campaign report.
- Name and status badge: "Rascunho" (Draft), "Agendada" (Scheduled), "Enviando" (Sending), "Concluída" (Completed), "Falhou" (Failed) or "Cancelada" (Canceled).
- A line with the template used, the number of recipients and the creation date; for a scheduled one, "agendada para ‹data e hora›" (scheduled for ‹date and time›); with more than one WhatsApp number, "enviada por ‹número›" (sent from ‹number›).
- The audience described in Portuguese (for example, the band, channel or purchase group chosen).
- On wide screens, the numbers "Enviadas" (Sent), "Entregues" (Delivered) and "Responderam" (Replied).
New campaign · step 1 of 3 — audience
Campaign name, where the contacts come from, campaign history, batch size and the summary of who is included.
Fields and filters
- "Nome da campanha" (Campaign name)required
- How the campaign appears in the list. Example from the screen: "Retomada de clientes inativos" (Win-back of inactive customers).
- "Canal de entrada" (Entry channel)
- Filters by the channel the contact came in through; each option shows its count.
- "Banda BANT" (BANT band)
- Filters by temperature: "Quente" (Hot), "Morno" (Warm), "Frio" (Cold) or "Sem score" (No score).
- Status
- Filters by lead status ("Novo" (New), "Em conversa" (In conversation), "Qualificado" (Qualified) and others).
- "Etiqueta" (Tag)
- Filters by the tags used in the base.
- "Atividade da conversa" (Conversation activity)
- "Esperando nossa resposta" (Awaiting our reply) or "Parados há ‹n›d ou mais" (Idle for ‹n›d or more), with the days from the account's re-engagement rule.
- "nos últimos" (in the last)
- Appears with "Não receberam" (Haven't received) or "Já receberam" (Already received): the window in days (from 1 to 365) in which to look at the campaign history.
- "Quantos contatos nesta leva" (How many contacts in this batch)
- With "Enviar só para os primeiros" (Send only to the first) checked, how many contacts go in this batch, from most recent to oldest.
Buttons and actions
- "Filtrar contatos" (Filter contacts)
- Builds the audience with the filters from "Base de contatos" (Contact base).
- "Por histórico de compra" (By purchase history)
- Builds the audience from one of the eight purchase groups (RFM), such as "Campeões" (Champions) and "Em risco" (At risk). A group with nobody in it is grayed out.
- "Importar pedidos no Monitor de Sucesso" (Import orders in Success monitor)
- Appears when the account has no orders yet: the purchase groups are at zero and the link leads to "Monitor de sucesso" (Success monitor).
- "Tanto faz" (Doesn't matter)
- Does not filter by campaign history.
- "Não receberam" (Haven't received)
- Keeps only those who did not receive a campaign in the last N days.
- "Já receberam" (Already received)
- Keeps only those who already received a campaign in the last N days.
- "Enviar só para os primeiros" (Send only to the first)
- Turns on the batch limit; when unchecked, it goes to the entire audience.
- "Ver quem vai receber" (See who will receive it)
- Opens the named list, with name and phone, in sending order (it becomes "Esconder a lista" (Hide the list)).
- "Continuar" (Continue)
- Goes to step 2. It stays locked without a name, without a chosen group or with nobody eligible to receive; the hint says which reason applies.
- Hint "o que conta como recebida" (what counts as received): a delivered, read or replied send counts; a send that failed does not count, and the person goes back to the queue.
- Audience summary: "‹n› contatos vão receber" (‹n› contacts will receive) and, when the platform charges, the estimated cost (or "o custo aparece quando você escolher o modelo" (the cost appears when you choose the template)).
- When the account belongs to the customer themselves, the summary warns that Meta charges each delivered template directly to the company's card.
- Balance warning when the balance does not cover all the contacts: how many fit, how much is missing and the link to "Carteira" (Wallet).
- "Esta é uma leva de ‹n› dos ‹n› que podem receber" (This is a batch of ‹n› out of the ‹n› who can receive) when the limit leaves people for later.
- Who was left out and why: asked not to receive, marked not to receive campaigns, no phone, no consent or legal basis, currently with a human agent, on a channel without a message template, or with a phone number that cannot be dialed.
New campaign · step 2 of 3 — template
The sending number, the approved template, the header file and the variables.
Fields and filters
- "Por qual número enviar?" (Which number to send from?)
- Appears with more than one WhatsApp number (or with a number also in use on the phone). Choose it before the template: approved templates belong to each number. "Conta padrão do canal" (Channel default account) uses the default number.
- "Variáveis do modelo" (Template variables)
- For each template variable ({{1}}, {{2}}…), choose what goes in: "Primeiro nome" (First name), "Nome completo" (Full name) or "Empresa" (Company).
Buttons and actions
- "Modelo aprovado" (Approved template)
- List of the number's approved templates; clicking chooses one. A template that requires a header file shows the badge "Imagem" (Image), "Vídeo" (Video) or "Documento" (Document); the "Localização" (Location) one appears as unavailable.
- "Escolher ‹imagem/vídeo/documento›" (Choose ‹image/video/document›)
- Opens the file picker for the template header. The screen shows the accepted types and maximum size before you choose.
- "Trocar" (Change)
- Opens the "Trocar o arquivo?" (Change the file?) confirmation and then the picker; the current file stays until the new one is read.
- "Remover" (Remove)
- Opens the "Remover o arquivo?" (Remove the file?) confirmation: without a file, a media template cannot be sent.
- "Trocar arquivo" (Change file)
- Confirms the file change.
- "Crie um modelo" (Create a template)
- Appears when the number has no approved template and leads to "Modelos de mensagem" (Message templates).
- "Voltar" (Back)
- Goes back to step 1 without losing what was chosen.
- "Continuar" (Continue)
- Goes to step 3. It stays locked with no template chosen, with a header template the campaign does not know how to build, or without the file the template requires.
- Notice for a number also in use on the phone: you can continue the conversation on the device, and meanwhile the AI stays out; when measured, it says how long the batch should take.
- With no WhatsApp connected: "Conecte o WhatsApp em Conexões para listar seus templates aprovados." (Connect WhatsApp in Connections to list your approved templates.)
- If the template list does not load, "Não foi possível carregar os seus modelos" (We couldn't load your templates) appears with the "Tentar de novo" (Try again) button.
New campaign · step 3 of 3 — review and send
The final check before spending.
Fields and filters
- "Agendar para (opcional)" (Schedule for (optional))
- Date and time for the campaign to go out on its own. If left blank, it is sent immediately.
Buttons and actions
- "Voltar" (Back)
- Goes back to step 2.
- "Agendar" (Schedule)
- Appears when a date is filled in: creates the campaign as scheduled.
- "Disparar para ‹n›" (Send to ‹n›)
- Creates and sends the campaign now to the ‹n› eligible contacts. There is no undo.
- Card with the name, the template, the audience in Portuguese, the preview of the header file and the text with the variables filled in.
- The audience summary again, next to the button: how many receive it, the estimated cost and the balance warnings.
- When the platform charges, the price per delivered message appears below the date.
Campaign report
Opens when you click a campaign in the list.
Fields and filters
- "Enviadas" (Sent)
- Messages sent.
- "Entregues" (Delivered)
- Messages that reached the device.
- "Lidas" (Read)
- Messages read.
- "Responderam" (Replied)
- Contacts who replied.
- "Falhas" (Failed)
- Sends that were rejected.
Buttons and actions
- "Retomar envio" (Resume sending)
- Appears on a campaign that failed: it continues from where it stopped, without resending to those who already received it.
- "Cancelar campanha" (Cancel campaign)
- Appears on a scheduled, sending or draft campaign and stops the sending.
- "Não enviar mais para estes ‹n›" (Stop sending to these ‹n›)
- Opens the confirmation to remove the numbers that failed from future campaigns. With a single number, the button says "Não enviar mais para este número" (Stop sending to this number).
- "Tirar das campanhas" (Remove from campaigns)
- Confirms: the contacts are left out of every campaign from now on, with the reason recorded. They remain in the base and in the Inbox.
- "Ver a lista Fora das campanhas" (View the Outside campaigns list)
- Appears when everyone who failed is already excluded and leads to the "Fora das campanhas" (Outside campaigns) screen.
- Delivery rate, reply rate, the target and how many are "Ainda na fila" (Still in the queue).
- Date and time of the schedule, the audience and the file that went in the header.
- Named list of who failed, with phone and reason; those already excluded appear with "já está fora" (already excluded).
- On a campaign that stopped, the sentence says why: the balance ran out (or did not even cover the first contact), WhatsApp is disconnected or the header file did not upload.
Screen states
- Loading
- A gray band in place of the list.
- Nothing here yet
- "Nenhuma campanha ainda" (No campaigns yet), with an invitation to create the first re-engagement or news campaign in 3 steps.
- If something goes wrong
- "Não foi possível carregar as suas campanhas" (Could not load your campaigns), with a request not to create another before you can see the list, and the "Tentar de novo" (Try again) button.
- Balance does not cover the audience
- A notice before sending with how many contacts fit in the balance and how much is missing, with the link to "Carteira" (Wallet).
- Daily cap reached
- A guard-rail banner with the time the queue resumes on its own.
- Campaign failed
- The "Falhou" (Failed) badge, the reason it stopped and the "Retomar envio" (Resume sending) button.