Why it matters
Campaigns let you communicate with many contacts at once in a controlled, trackable way. With campaigns in Whippy, you can choose the right channel, define your audience, schedule messages, avoid over-sending, and measure results so you can improve future communication.
Key Concepts
Campaigns page: The main area for managing all outbound messaging. From the left sidebar, expand Campaigns to access SMS, Email, WhatsApp, Links, Forms, and Templates.
Channels (SMS, Email, WhatsApp): Each channel has its own campaigns list and creation flow but shares the same core structure: Basic info, Audience, Message, Schedule and settings, and Automations (SMS and Email only).
Campaign status tabs: Within each channel you see tabs: All campaigns, Drafts, Scheduled, Recurring, Complete, and Archived. These help you track where each campaign is in its lifecycle.
Campaign list columns: In campaign tables you typically see the campaign name, a snippet of the message, who last edited it, when it was last edited, the channel, and performance numbers such as deliveries, responses, and unsubscribes. More options are available from the three-dot menu on each row.
Templates: Predefined campaign setups that include message content (and sometimes audience). You can browse templates by channel, industry, use case, or event, and create your own templates.
Basic info: The first step in campaign creation. You name the campaign and choose the channel to send from (SMS number, email address, or WhatsApp sender).
Audience: Defines who will receive (or be excluded from) the campaign. Audience can be built using quick include/exclude fields, lists, tags, segments, or advanced filters with conditional logic.
Include / Exclude contacts: Two fields in the Audience section used to explicitly include or exclude individual contacts, lists, tags, or segments.
Quick filters (Audience): Simple selection mode where you type to search for contacts, lists, tags, or segments, or upload/paste contacts directly.
Advanced filters (Audience): A more powerful mode, especially for email campaigns. You build conditions using resources (for example contact, campaign, conversation), properties, operators (equals / does not equal), and values. You can add multiple conditions and join them with AND/OR.
Recent campaigns / open conversation toggles: Optional toggles in the Audience section to:
Exclude contacts with open conversations in any location.
Exclude contacts who have recently received another campaign (with a configurable time window in days).
Message editor (SMS & WhatsApp): Text editor used to write the message body, add attachments, insert templates, see credit usage, insert variables, translate the message, and enable a signature.
Message editor (Email): Email-specific editor with fields for subject, sender name, sender email, reply-to email, and the body. Supports plain text, attachments, templates, variables, translation, signature, and a live preview.
Schedule and settings: Optional campaign controls for when and how messages send: scheduling, recurring sends, batch sending, quiet hours, business hours, and link tracking options.
Quiet hours and business hours: Settings that pause SMS sending before 8:00 a.m., after 9:00 p.m., on weekends, or outside defined business hours, to help you comply with regulations and internal policies.
Link tracking settings: Controls whether Whippy shortens and tracks links in campaigns. You can disable tracking for a specific campaign and choose a default tracking domain.
Campaign automations: Available for SMS and email. Automations run when contacts interact with your campaign (for example reply, click a link, call). They can be built from scratch or from automation templates.
Automation triggers: Trigger types include:
Keyword trigger (when a contact responds with a specific keyword).
Response trigger (when a contact responds to a message).
Link click trigger (when a contact clicks a tracked link).
Call trigger (when a contact calls in response to your message).
Links (under Campaigns): Trackable, branded short links you can insert into SMS or email messages. Links support social preview metadata and UTM parameters for analytics.
Forms (under Campaigns): Mini landing pages you build to collect information from contacts (for example applications, surveys, uploads). Each form has its own shareable link.
Form elements: Building blocks of a form, including inputs for text, email, phone, number, URL, address, dates, times, file upload, ratings, terms and conditions, signature, and more.
Form appearance & submission settings: Controls for redirect URL, thank-you text, notifications, inbound message behavior, and visual styling (layout mode and colors).
Results and analytics: For completed campaigns you can open View results to see contacts, analytics dashboards, and an overview of the original configuration. You can also export results to CSV.
Step-by-Step: Create and manage campaigns in Whippy
Open the Campaigns section and choose a channel.
From the left sidebar, click Campaigns, then select SMS, Email, or WhatsApp to open that channel’s campaigns page.
Review existing campaigns by status.
Use the sub-navigation tabs (All campaigns, Drafts, Scheduled, Recurring, Complete, Archived) to see campaigns at each stage. Use search and filters (for channel and user where available) to find specific campaigns.
Create a new campaign and choose a template or start from scratch.
In your chosen channel, click Create campaign in the top right. In the modal, either:
Pick a template (filterable by channel, industry, use case, and events), or
Click Create campaign from scratch to start with an empty setup.
Complete the Basic info section.
On the Create new campaign page, fill in:
Name campaign (internal name).
Send campaign from (select the SMS number, email address, or WhatsApp channel from the dropdown).
Click Save to move on.
Build your Audience using quick or advanced filters.
In the Audience section:
Use Quick filters to include contacts by typing their name, or select from Lists, Tags, or Segments. You can also click Add new contact to create a contact on the spot.
Use the Include contacts field to add contacts, lists, tags, or segments. Tokens appear as boxes you can remove with the X.
Use the Exclude contacts field to remove specific contacts, lists, tags, or segments from the send.
Optionally click the paste or upload contacts icon on each field to bulk add contacts.
Turn on the toggle to exclude contacts with open conversations in any location if needed.
Turn on the toggle to exclude contacts who have recently received another campaign, then set the number of days using the field or plus/minus buttons.
For email and other advanced use cases, switch to Advanced filters to build conditional logic (select resource, property, operator, and value; then add further conditions and choose AND/OR as needed).
Compose the campaign message for your channel.
In the Message section:
SMS and WhatsApp: Type your message in the editor. Use the controls to add attachments, insert a template, view how many credits the message uses, add message variables, translate the message, or enable a signature.
Email: Fill in Subject, Sender name, Sender email, and Reply-to email. Use the editor for a plain text email body, add attachments and templates, then use More options to add variables, translate the message, or add a signature. A preview panel shows how the email will appear.
Click Save, or move to the next section (required fields must be completed to auto-save).
Configure Schedule and settings.
In Schedule and settings (optional but recommended):
Toggle Schedule message on to select a send date, time, and time zone.
Toggle Recurring scheduled message on to choose a frequency (daily, weekly, monthly, yearly), plus time, time zone, start date, and end date.
Toggle Send messages in batches on to control the volume over time. Set the number of messages per batch and the interval (for example “send 100 messages every 5 minutes”).
Under Campaign settings, turn on:
Pause sending during SMS quiet hours (before 8 a.m. and after 9 p.m.).
Pause sending on weekends.
Pause sending outside of business hours.
Under Campaign link tracking settings, toggle link tracking on, then optionally:
Enable Disable link tracking for this campaign only (links will not be shortened by Whippy; long or third-party shorteners increase spam risk).
Choose a default domain for link tracking.
Add Automations (SMS and Email campaigns only).
In Automations:
Click Add trigger.
Choose New automation to build from scratch using trigger types:
Keyword trigger: runs when a contact responds with a matched keyword.
Response trigger: runs when a contact replies.
Link click trigger: runs when a tracked link is clicked.
Call trigger: runs when a contact calls in response to your message (useful for routing calls or call-specific workflows).
Or select Automation templates:
Search templates by name or browse the list.
Click the eye icon to preview the automation, then Go to template to open it in a new tab if needed.
Tick the checkbox beside the template you want and click Select.
Once linked, templates appear in the automation section with icons to preview, open in a new tab, or remove them.
Use the side drawer tools and save your work.
On the right-hand side of the campaign editor:
Click View audience to see the included contacts and open the linked guide on creating audiences.
Click View excluded audience to see the total count and details of excluded contacts.
Click View message preview to see how the message will look on a contact’s device.
Click View help to open related help center articles in a side drawer.
Each time you click Save, a green banner appears in the top-right corner confirming the campaign was updated.
Test, save as draft, or send your campaign.
Use the top bar actions:
Save as draft: Stores the campaign in the Drafts tab while you continue editing.
Send test message: Opens a modal where you enter phone number and recipient name, then send yourself or a teammate a test message.
Send campaign: Opens a confirmation modal that warns you you are about to send. Type confirm to proceed.
After sending, the campaign appears at the top of All campaigns for that channel.
Work with SMS, Email, and WhatsApp campaigns by channel.
SMS campaigns: Full support for audience filters, scheduling, batching, quiet hours, link tracking, and automations. Completed SMS campaigns support detailed results pages and CSV export.
Email campaigns: Same structure as SMS, but with email-specific message fields (subject, sender details) and a plain text editor with preview. Audience advanced filters are often used here for conditional selection.
WhatsApp campaigns: Same Basic info, Audience, Message, and Schedule and settings layout as SMS and email. Automations are not available for WhatsApp campaigns.
Review and export campaign results.
For SMS campaigns (and similar flows where available):
Go to the Complete tab and click View results.
Use the three tabs:
Contacts: View sub-tabs for All contacts, Delivered, Not delivered, Responded, Clicked link, Did not click link, and Unsubscribed. Each list supports searching and adding filters (quick or advanced).
Analytics: See key metrics: sent messages, delivered messages, failed messages, responses, link clicks, unsubscribes. Use the date picker (with presets like today, yesterday, last week, last 4 weeks, etc.) and view charts for messages over time, responses over time, unsubscribes over time, link clicks over time, link clicks by country or city, link clicks by device, and link clicks by referrer.
Overview: Review the original Campaign info, Audience, Message, and Automations settings used for this campaign.
From the Complete list view, use the three-dot menu to:
Export campaign to CSV (includes title, message, date, responses, email opens, failed deliveries, link clicks, sent messages, scheduled messages, total link clicks, unique opens, unsubscribes, campaign progress, delivery rate, link click rate, response rate, and unsubscribe rate).
Duplicate (message only, or message and audience).
Archive the campaign.
Manage existing campaigns: duplicate, edit, archive, or delete.
In any campaign tab:
Use the three-dot menu on each campaign row to delete, duplicate, export, or archive depending on the tab.
In Drafts, click Edit draft to open the campaign editor and continue working.
In Complete, use View results for analytics, or Archive to remove it from the default list.
Create and use Links for tracking.
Go to Campaigns → Links to manage trackable URLs:
On the list page, search links, filter by user, and see each link’s short URL (with copy icon), long URL, created date, and more options menu.
Click Create link to open the Edit link view with two sections:
Link:
Enter the Destination URL (long URL).
Choose a domain for the short link and generate or set the short path.
Settings (optional):
Description: Add internal context for you and your team.
Custom social media cards: Upload an image, then set a social card title and description so links display well when shared on platforms like X, Facebook, or LinkedIn.
UTM builder: Turn on to add standard UTM parameters:
UTM source (for example Twitter, Facebook).
UTM medium (for example social, email).
UTM term (usually paid keywords).
UTM content (for example link, landing page).
UTM campaign (to differentiate campaigns).
Use the Analytics tab for each link to see total clicks, change compared to the previous period, and charts for:
Total clicks by day.
Total clicks by channel.
Total clicks by device.
Total clicks by referrer.
Clicks by country or city where available.
Use the eye icon to preview how the link appears on different platforms and the copy icon to copy the short link.
From the links list, the three-dot menu lets you edit or delete an existing link.
Create and manage Forms under Campaigns.
Go to Campaigns → Forms to manage mini landing pages:
The forms list shows all forms in your organisation. Use search to find a form and click its name to open it.
Click Create form to start a new form:
In the initial modal, give the form a Title and click Create form.
You are taken to the form canvas with two tabs: Edit form and Responses.
On the left, use Form elements to add fields such as:
Input field, Email, Phone number, URL input, Number input, Address, Text area.
Select, Multi-select, Checkbox, Radio buttons, Linear scale, Slider.
Date range, Time picker, Date picker.
File upload, Star rating, Signature, Terms and conditions, Captcha.
Use Layout blocks (Heading 1, Heading 2, Heading 3, Text, Divider) and Embed blocks (Image, Video) to structure and brand the form.
To add a field, click it in the left panel. It appears on the form canvas.
Configure form fields, submission settings, and appearance.
Within a form:
Click any field on the canvas to edit its properties on the right:
Set the Label (bold heading above the field).
Add a Description (grey helper text under the label).
Set a Placeholder (text inside the input before typing).
Toggle Required on or off.
Use the up arrow on an element to move it higher in the form. Use the red trash icon in the properties panel to delete that field.
Use the bin icon in the top-right to delete the entire form if needed.
Click the copy icon beside the form link to copy the public URL that you can use in campaigns or automations.
In Submission settings:
Set a Redirect URL if you want to send users to a specific page after submitting. If left empty, they see a default thank-you page.
Set Submit button text (for example “Submit form”).
Set a Thank you title and Thank you description for the confirmation page.
Toggle Submission notifications on to enable email notifications. Add notification emails using the plus icon, remove individual emails with the X, or clear them all with the trash icon beside the setting.
Toggle Response as inbound message on if you want submissions to be treated as inbound messages.
In Appearance settings:
Choose Form style:
Default: shows all form fields at once.
Conversational: shows one question at a time.
Configure colors for Background, Button, Label text, Description text, and Button text using hex values, the color picker, or the eyedropper. The preview updates to show changes.
When you are ready, click Preview form (white button) to test the experience, and Save form (purple button) to save changes.
Browse and create campaign Templates.
Go to Campaigns → Templates to manage reusable campaign setups:
Browse existing templates and filter them by Channel, Industry, Use case, and other attributes.
Open a template to review its configuration and choose to use it when creating a campaign.
Click Create template to build a new one:
In the modal, select SMS, Email, or WhatsApp as the template type.
You are taken to the template editor with the same sections as a campaign (Basic info, Audience, Message, Schedule and settings, Automations), which you configure as needed.
Templates let you reuse common patterns across future campaigns.
Tips and Best Practices
Start in Drafts and use Send test message before sending a campaign to real contacts.
Use Exclude contacts who have recently received another campaign to avoid over-sending and reduce unsubscribe risk.
Combine Lists, Tags, Segments, and Advanced filters to build precise audiences instead of manually picking individual contacts.
Keep SMS and WhatsApp messages concise; use Links for longer content and let Whippy handle link tracking.
Use Quiet hours and Business hour settings for SMS to stay compliant with local regulations and internal policies.
For reporting, use View results and Export to CSV to share performance with stakeholders or analyze in external tools.
Use Campaign templates for recurring communication patterns (for example regular updates) to reduce setup time and improve consistency.
For Forms, test the form with Preview form before sharing the link in a campaign.
Keep link Descriptions and UTM parameters clear and consistent so analytics remain easy to interpret across campaigns.
Troubleshooting
Issue | Possible Cause | Fix |
Cannot click “Send campaign” | Required fields in Basic info, Audience, or Message are incomplete | Check each section for required fields (for example campaign name, channel, audience, and message body) and click Save again. |
Contacts are receiving too many messages | “Exclude contacts who have recently received another campaign” is turned off or set too low | In Audience, enable the toggle and increase the number of days to match your sending policy. |
Campaign sent during unexpected times | Quiet hours or business hour toggles are off | In Schedule and settings, review Campaign settings and turn on quiet hours, weekend pause, or business-hour pause as needed. |
Links are not being tracked | Link tracking disabled for this campaign | In Schedule and settings → Campaign link tracking settings, ensure link tracking is enabled and a default domain is selected. |
Automation did not fire after a reply or click | Wrong trigger type or conditions in the automation | In Automations, check which trigger is used (keyword, response, link click, call), ensure it matches the contact action, and verify the automation template is linked to the campaign. |
Cannot find a specific campaign in the list | Viewing the wrong status tab or filters are applied | Switch to All campaigns, clear any search text and user filters, then search again by campaign name. |
Form submissions not arriving in email | Submission notifications disabled or notification email missing | Open the form, go to Submission settings, enable Submission notifications, and confirm the correct notification email addresses are added. |
Short link preview on social platforms looks wrong | Social media card metadata not configured for the link | Edit the link, enable Custom social media card, upload an image, and set the card Title and Description, then save and test again. |