Save a useful contact filter rather than repeatedly copying a spreadsheet. Use CRM tags, contact stage, message activity and exclusions to describe the audience; campaign eligibility still requires consent and valid message values.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
Choose tags and the contact-stage filter that reflect your actual records. Contact stage is not automatically the same as a deal’s board stage; moving a deal does not prove that every associated contact filter changed. Review the matched contacts.
For a campaign using a dynamic filter, dispatch re-evaluates current records. Pending recipients that no longer match are excluded, new matches can be added and already sent or failed rows are preserved. A manually selected or snapshotted audience is a different choice.
New dynamic members use campaign-level template defaults only where valid. If required source-backed values were not snapshotted, that contact is excluded rather than receiving an invented name or order value. A matching filter does not establish marketing permission.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
Do not treat the preview count as a guaranteed final delivery count. Segmentation is contact filtering, not purchase prediction, numeric lead scoring or a live external customer-data sync. Dynamic dispatch behavior is verified in source, not activated or live-tested by this audit.
Do not treat the preview count as a guaranteed final delivery count. Segmentation is contact filtering, not purchase prediction, numeric lead scoring or a live external customer-data sync. Dynamic dispatch behavior is verified in source, not activated or live-tested by this audit.
Define tags, contact stage and activity filters.
Save the segment and review included and excluded contacts.
Choose dynamic or fixed campaign behavior and verify consent and template inputs.
Not when the campaign uses a dynamic filter. Dispatch re-evaluates current matching records, excludes unmatched pending recipients and can add new matches while preserving sent and failed rows.
Obtain explicit permission for the WhatsApp messages the recipient expects and honor opt-outs. The customer-service window opens or resets with each user message and lasts 24 hours. Outside it, use an appropriate approved template; template approval does not replace consent or guarantee delivery.
WhatsApp CRM and Marketing start on Growth: US$12/month · ₹999/month in India. AI credit, purchased team seats and Meta/provider message charges are separate. Email and Store remain admin-only beta; Commerce is not a new purchasable plan.
WhatsApp opt-in and consent records
WhatsApp Business Platform pricing — Delivered-message billing depends on recipient market and category; consult the current rate card and account invoice.
Cloud API getting started — Account and number prerequisites; Meta controls availability and approval.
WhatsApp Business Messaging Policy — Consent, acceptable use and messaging restrictions still apply.