Campaign Drafts in Whippy allow you to start building a campaign and return to it later without sending anything prematurely. Drafts help you prepare content, refine your audience, collaborate with teammates, and ensure accuracy before scheduling or sending.
Why Drafts Matter
Drafts give you the flexibility to:
Build campaigns at your own pace
Save work-in-progress safely
Collaborate with teammates who may need to review or edit your draft
Avoid accidental sends before everything is ready
Maintain multiple campaign ideas simultaneously
Drafts are automatically saved as you work, and you can also manually save at any time.
Where to Find Your Draft Campaigns
Navigate to Campaigns in the left sidebar.
Select the Drafts tab.
Here you’ll see a list of all campaign drafts across your organisation, including SMS, Email, and WhatsApp campaign types.
Each draft entry displays:
Campaign name
Channel
Message preview (truncated)
Last edited by
Last edited date
Audience size (if already selected)
How to Edit a Draft Campaign
Open the Drafts tab in Campaigns.
Click the Edit Draft button next to the campaign you want to update.
You will be taken back into the full campaign builder, where you can edit:
Basic Info
Audience
Message
Schedule & Settings
Automations
Click Save to apply changes.
Drafts remain editable until you choose to send or schedule the campaign.
How Draft Saving Works
Whippy uses two types of saving:
1. Auto-Save
Your progress is automatically saved whenever you make changes in any section of the campaign builder.
2. Manual Save
Click the Save button in the top-right corner to immediately save updates, especially useful before navigating away.
A green confirmation banner (“Campaign updated”) will appear in the top-right when the save is successful.
Sending or Scheduling a Draft
Once you're ready to send:
Open your draft.
Review all campaign sections for accuracy.
Click Send Campaign or Schedule Campaign from the top-right corner.
After sending, the campaign will move from Drafts to:
Scheduled, if you scheduled it, or
Completed, once it finishes sending.
Deleting a Draft Campaign
If you no longer need a draft:
Go to Campaigns → Drafts
Click the three dots (...) beside the draft
Select Delete Campaign
Confirm the deletion
Deleted drafts cannot be recovered.
Duplicating a Draft
To reuse a draft as the base for a new campaign:
Go to Drafts
Open the ... menu
Select Duplicate Campaign
Choose whether to duplicate:
Message only, or
Message + Audience
This creates a new draft you can edit without affecting the original.
Tips & Best Practices
Name drafts clearly so you can find them easily, especially if collaborating with multiple users.
Review your audience before sending — drafts often change over time.
Use duplicates if you want to experiment with variations of the same campaign.
Avoid leaving old drafts unused, as the list can grow quickly. Archive or delete when appropriate.
For seasonal or recurring campaigns, keep a well-prepared draft ready for future updates.
Troubleshooting
Issue | Possible Cause | Fix |
Draft not appearing | Filters applied in Drafts tab | Clear filters or search by name |
Changes not saved | Auto-save interrupted | Use manual Save and wait for confirmation banner |
Can’t send draft | Missing required fields | Check audience, message content, or send-from channel |
Audience shows 0 | No contacts selected or removed over time | Re-select audience in Audience step |