WhatsApp campaigns from Bitrix24 CRM Marketing

Create the campaign in Marketing → SMS campaign and choose the approved WhatsApp template from TehProf Dialogs as the sender. Delivery uses your official WhatsApp number. Bitrix24 manages the recipient segments, exclusions and schedule. Its design presets and Meta-approved WhatsApp templates serve different purposes.

Step 1. Connect the official line

• Check the number in Dialogs → Channels.
• In Bitrix24 Contact Center, open TehProf Dialogs — WABA, select an Open Channel, then select the official number in the Dialogs window and connect it.
• Configure its employee queue.

Step 2. Create a WhatsApp template

• Open Channels → Templates → Meta templates → + Create template.
• Enter a readable title, for example «Видеообзор для клиента», choose the message language and Marketing category.
• Provide «Алия» as the sample for {{1}}.
• For a video, choose Video under Message header and attach the moderation sample.
• Add a footer and button if needed, check the preview and click Submit to Meta for review.
• The interface language does not translate the template text.

Example message for Meta (Russian-language sample)

Здравствуйте, {{1}}! Компания «Пример» подготовила видеообзор сервиса. Если предложение интересно, ответьте на это сообщение.

Step 3. Wait for approval

• Only approved, supported templates can appear in this sender list.
• Refresh the templates and reopen the Bitrix24 campaign editor.
• Check the number, template name and language.
• For a template with an image, video or PDF, open it in Dialogs and configure the file for Bitrix24 campaigns first.
• This is the file customers will receive.

Step 4. Copy the complete CRM text

• Open the template preview in Dialogs.
• Under Bitrix24 marketing, click Copy text.
• This copies the complete approved header, body, footer and button lines.
• Keep the line breaks and fixed text.
• For media templates, use Choose file to configure the attachment customers will receive.

Step 5. Create an SMS campaign

• In Bitrix24, open Marketing → Start → SMS campaign and choose a design preset.
• Name the campaign, choose the recipient segment and add exclusion segments.

Step 6. Choose the WhatsApp template as sender

• Under Send, click the current service and select the [TehProf Dialogs] WhatsApp entry with the intended template name, language and official number.
• On the Russian portal in the illustration the field reads «Отправить: через сервис».

Step 7. Fill the variables

• Paste the complete CRM text.
• Replace {{1}}, {{2}} and other variables with values, or use the editor's CRM field picker to personalise them.
• Bitrix24 supplies a value for each recipient.
• Fix missing values or exclude those recipients.

Step 8. Test on your own number

• In Test recipients, click + specify and enter a WhatsApp number you control.
• Fill all variables with concrete sample values.
• SEND in this block sends a test message.
• Check the sender number, exact text, file and buttons on your phone before launching the campaign.

Step 9. Review and launch

• Under More, set the sending hours.
• Check the audience, exclusions, template, number and portal time zone, then click Save.
• Choose Later manually to keep a draft or Schedule to choose a date and time.

Step 10. Check the actual result

• In Marketing → Campaigns, open the campaign report.
• Dialogs returns the actual WhatsApp outcome to Bitrix24.
• For failures, inspect the corresponding Dialogs conversation and the template's current status, Meta restrictions, customer opt-out and employee access.

The template is missing from the sender list

Check the official line, its connection to this portal, employee access and Approved status. Choose a working attachment for an image, video or PDF template. Sync in Dialogs and reopen the campaign editor. If a message is refused, copy the complete text again: keep the fixed words, footer, button lines and line breaks.