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Send WhatsApp messages in Zenvia Customer Cloud
5 min
Created by Leonora Alves on 2/15/2024 2:37 PM
Updated by Leonora Alves on 6/4/2025 5:27 PM
Important: Before following the instructions, make sure the feature is available for your access profile.

Sending bulk messages via WhatsApp allows your company to communicate directly with a large number of contacts. You can include images, videos, emojis, reply buttons, and links to direct recipients to a product or service.

Before you start

Make sure that:

  1. The WhatsApp channel is configured in Zenvia Customer Cloud under Settings > Channels.
  2. You have templates approved by Meta. If you don’t have them yet, create and submit the templates for approval under Settings > Message Templates.
  3. After that, go to Message broadcast and select the WhatsApp channel to start setting up the message.

Next, see the steps for setting up the message:

  1. Set up the sending
  2. Set up the message
  3. Select contacts

 

1. Set up the sending

  1. Define the name of the sending. If you prefer, click X to remove the suggestion and enter the desired name;
  2. Choose a goal for the sending. If in doubt, learn which goal is ideal for your sending;
  3. Select one or more tags to identify your messages. You can add or create new tags.

 

2. Set up the message

  1. Select the registered WhatsApp number for sending;
  2. Choose a pre-approved template from Meta;
  3. Configure how to handle responses:
    1. Human agent: Direct responses to a specific team or agent (ideal for sales and support).
    2. Chatbot: Set up a chatbot to respond automatically after sending (ideal for quick interactions).
    3. Automatic message: Set up a standard response for contacts who reply (e.g., a notice about availability or instructions on next steps).

💡 Tip

Continuing the interaction with the contact can increase your chances of conversion. For example, after sending a promotional offer, you can keep the conversation active to clarify doubts or even send a payment link.

Learn more about transferring contacts to a human agent or chatbot: Transfer contacts for assistance in WhatsApp sending.

Where to find the contacts who responded to the sending?

  • If opting for human assistance: Contacts will appear in Commercial Assistance > Assistance Inbox of the selected agent or group.
  • If opting for chatbot: Responses will be in Chatbot > Conversations.

 

3. Select contacts

⚠️ Attention

If your message includes media files, the content must be sent at this stage. Check out:

Choose the recipients. You can send messages to contacts from your database, import from a .csv file, or add them manually.

Select from the contact database

Choose lists, specific contacts, or segmentation rules from your contact database:

  1. Click on Select contacts;
  2. Select the list, specific contacts, or segmentation rules;
  3. Once finished, click Select and continue.

Import contacts

Upload a .csv file with the contacts. Messages with variables must be sent via .csv. The file must:

  • Be in .csv format, encoded in UTF-8.
  • Have phone numbers in the first column.
  • Include a header in the first row with the variables.
  • Contain one contact per line, in the format country code + area code.
  • Be up to 120 MB in size.

💡 Tip: See how to create .csv files correctly.

With the file configured:

  1. Click Import contacts;
  2. Drag and drop the file or select it manually;
  3. Associate variable fields with their corresponding values, meaning indicate what each field in the imported spreadsheet represents;
    1. Enable the option Analyze .csv file to review your file and check if it is ready for use.
  4. When finished, click Continue sending.

Manually Adding Contacts

Enter numbers manually in the format Country Code + Area Code + 9-digit number, separated by a semicolon:

  1. Click Add manually ;
  2. Enter the phone numbers;
  3. Click Add contacts to complete the action;

Once the message content and recipients are set, click Next to choose when the message will be sent.

Send or Schedule Sending

Select one of the sending options to complete the process:

💡 Tip: Split sending into batches, if necessary.

That's it! Now you know how to send WhatsApp messages on Zenvia Customer Cloud.