Getting started
- Click on “Campaigns” in the left sidebar
- Select the channels and lead statuses you want to target
- Write your message, then send
Step 1 — Select your filters
Choose which leads to reach by selecting:- Channels: Instagram, WhatsApp, or both
- Lead classification: Positive, Negative, Engaged, Undetermined, or all
Step 2 — Write your message
Type your broadcast message in the text area. You can personalize it using variables:| Variable | Replaced by |
|---|---|
{{firstname}} | Lead’s first name |
{{lastname}} | Lead’s last name |
{{username}} | Lead’s Instagram/WhatsApp username |
Step 3 — Select or exclude leads
Two modes are available:Send to all (default)
Send to all (default)
By default, the campaign targets all matching leads. You can exclude specific leads by unchecking them in the list.
Pick manually
Pick manually
Switch to manual mode to hand-pick exactly which leads should receive the message. Use the search bar and “Select all” / “Deselect all” buttons to speed things up.
Step 4 — Send
Click the “Send to X lead(s)” button. You’ll see a confirmation toast with:- How many leads received the message
- How many leads were skipped (if any)
Messaging window limits
Meta enforces messaging windows on both channels. Leads whose last inbound message is too old will be automatically skipped:| Channel | Window | Reason |
|---|---|---|
| 24 hours | Free-form text is only allowed within 24h of the lead’s last message. Outside this window, only pre-approved template messages can be sent. | |
| 24 hours (7 days with HUMAN_AGENT approval) | Instagram’s standard messaging window is 24h. If your Meta app has the human_agent permission approved, this extends to 7 days. |
Best practices
- Test with a small group first — send to 2-3 leads manually before broadcasting to everyone.
- Keep messages short and personal — use
{{firstname}}to avoid generic-sounding blasts. - Avoid external links on Instagram — Instagram may flag or suppress messages containing URLs sent via the API.
- Check your lead list — make sure the filters match the audience you intend to reach.