How to Create and Schedule a WhatsApp Campaign

A step-by-step guide to sending personalised messages to your contacts using Rex — from importing leads to scheduling your first campaign.

Rahul Khanna
36 steps
4 minutes

Delegateme

Navigate to [https://rex.delegateme.ai/](https://rex.delegateme.ai/)

Click "Log in"

Click "Continue with Google" or Use your email to receive the login link

Click "Contacts"

Click "Import"

Click "Browse files"

Click "Continue to map columns"

Preview Your Excel or Google Sheet

Click "Preview import"

Click "Choose an audience..."

Type the audience name you want and click "Create"

Click Import Button

That's it, your contacts are synced into the system. Now Time to create new template, the message which your users will receive.

Click "Templates"

Click "New template"

Enter Template Name, whatever you think is best

Write your message here. Use [[{{name}}]] to automatically insert each contact's name when sending.

Click "Create template"

Want extra protection? Use Rex AI to generate 2 variations of your message — Rex will randomly pick between them when sending, so no two contacts get the exact same text.

Click "Save changes"

Click "Campaigns"

Click "New campaign"

You can choose, or filter your contacts by Audience

In this example, lets choose Residensi 38 New

Further if required, you can filter down by stages

For this demo, let us choose "New" means contacts which we never interacted before.

You can select who all you want to include in this campaign, your mailing list sort of

Click "Continue"

Choose the template you want to send

You can attach an image, document if you need.

Click "Continue"

Give your template a name you'll recognise later — e.g. 'New listing intro' or 'Follow-up after viewing.'

Want to preview before sending? Hit 'Test' to send yourself a sample message — so you can see exactly how it looks on WhatsApp before it goes out to your contacts.

Send now or schedule for later — pick a date and time, and Rex will handle the rest.

That's it schedule your campaign

You can view your campaign details by clicking on "View Campaign"

How to Create and Schedule a WhatsApp Campaign

A step-by-step guide to sending personalised messages to your contacts using Rex — from importing leads to scheduling your first campaign.

Rahul Khanna
36 steps
4 minutes

Delegateme

Navigate to [https://rex.delegateme.ai/](https://rex.delegateme.ai/)

Click "Log in"

Click "Continue with Google" or Use your email to receive the login link

Click "Contacts"

Click "Import"

Click "Browse files"

Click "Continue to map columns"

Preview Your Excel or Google Sheet

Click "Preview import"

Click "Choose an audience..."

Type the audience name you want and click "Create"

Click Import Button

That's it, your contacts are synced into the system. Now Time to create new template, the message which your users will receive.

Click "Templates"

Click "New template"

Enter Template Name, whatever you think is best

Write your message here. Use [[{{name}}]] to automatically insert each contact's name when sending.

Click "Create template"

Want extra protection? Use Rex AI to generate 2 variations of your message — Rex will randomly pick between them when sending, so no two contacts get the exact same text.

Click "Save changes"

Click "Campaigns"

Click "New campaign"

You can choose, or filter your contacts by Audience

In this example, lets choose Residensi 38 New

Further if required, you can filter down by stages

For this demo, let us choose "New" means contacts which we never interacted before.

You can select who all you want to include in this campaign, your mailing list sort of

Click "Continue"

Choose the template you want to send

You can attach an image, document if you need.

Click "Continue"

Give your template a name you'll recognise later — e.g. 'New listing intro' or 'Follow-up after viewing.'

Want to preview before sending? Hit 'Test' to send yourself a sample message — so you can see exactly how it looks on WhatsApp before it goes out to your contacts.

Send now or schedule for later — pick a date and time, and Rex will handle the rest.

That's it schedule your campaign

You can view your campaign details by clicking on "View Campaign"