Follow the steps below to create and launch a campaign in CredFlow:


Step 1: Select Your Audience

Navigate to Campaigns and choose the desired audience segment:

  • Top Customers
  • Inactive Customers
  • All Customers
  • All Vendors


Step 2: Click Create Campaign


Once you have selected the audience, click Create Campaign.


Note: A CSV file containing the selected audience will automatically be downloaded to your system. At the same time, you will be redirected to the campaign creation screen.

Step 3: Name Your Broadcast Flow


After clicking Create Campaign, you will be redirected to the Broadcast setup screen.

  1. Enter a Flow Name. This name is for your reference and helps you easily identify the campaign in the future.
  2. Select the WhatsApp Inbox from which you want to send the broadcast messages.
  3. Once both fields are filled, click Continue.


Step 4: Select a WhatsApp Template


After clicking Continue, the Select Template window will appear.

  1. Browse the list of available WhatsApp templates.
  2. You can use the Search bar to quickly find a template by its name.
  3. Filter templates by:
    • WhatsApp Inbox
    • Template Type (Text, Image, Video, etc.)
  4. Select the template you want to use for the campaign.
  5. Click Next to proceed.


Step 5: Upload the Customer List


After selecting the WhatsApp template, you will be redirected to the Broadcast Builder screen.

On the left panel, under Customers for the Broadcast, you can add recipients using one of the following methods:


Option 1: Select User Segments


Choose an existing customer segment if you want to send the campaign to a predefined audience.


Option 2: Upload CSV File (Recommended)


  • Click Upload CSV File.
  • Select the CSV file that was automatically downloaded when you clicked Create Campaign in CredFlow.
  • Once uploaded successfully, the customer list will be imported into the broadcast.


Step 6: Review the Broadcast Template


The selected WhatsApp template will be displayed in the center of the screen.

Before sending the campaign, verify:

  • The correct template has been selected.
  • The message content is accurate.
  • Any variables or placeholders in the template are populated with the appropriate customer data.


Step 7: Test the Campaign (Optional)


Before broadcasting the message to all recipients, click Test to send the template to a test number.

This helps verify:

  • Message formatting
  • Template content
  • Personalization variables
  • Media attachments (if applicable)

Testing the campaign before publishing is recommended to ensure the message appears as expected.


Step 8: Publish or Schedule the Campaign


Once you have reviewed the campaign and uploaded the recipient list:

  1. Click Publish/Schedule.
  2. Choose one of the following options:
    • Publish Now – Sends the campaign immediately.
    • Schedule – Select a future date and time to send the campaign automatically.
  3. Confirm your selection to launch the campaign.

Your campaign will then be processed and delivered to the selected recipients through the configured WhatsApp Inbox.