TautivaHelp

Campaigns

Create a Campaign message draft

A Campaign draft helps plan WhatsApp messaging. Saving a draft does not send any messages.

♪ Marketing, Supervisor ♪# 3, 5 minutes #Last checked October 13, 2026.
Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

Already logged in to the workspace and have the necessary permissions.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Open Campaigns, then click New campaign.

  2. In step 1 · Message, fill in Campaign name and WhatsApp message.

  3. Use Reusable template if the company template is already available.

  4. Check the message content and customer privacy before clicking Save draft.

  5. Use Preview personalization to check the name/variable without sending the message.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: Marketing writes information about service operating hours and saves it as a Draft without sending it to customers.

This is a fictional training example. No real customer data was used.

Real display pages Campaigns in Tautiva, recorded October 13, 2026.
Screenshot of Tautiva application taken at October 13, 2026; sensitive information is disabled if there are. Screen settings can change with screen sizes and product updates.

Expected result

Changes or information are visible on the screen according to the actions taken.

Important notes

  • Supported variables are {{customer_name}}, {{first_name}}, and {{company_name}}.
  • Do not run a real Campaign as a test. Delivery can actually be sent to customers.

If something goes wrong

  • Invalid template? Use only supported variables.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.