Scheduling bulk WhatsApp sends: the complete guide to Piyion

In this guide, you will learn how to schedule bulk sends from Piyion and check your campaign history and metrics to stay in control of all your communications. You can plan campaigns, segment contacts, and review the results of each send without doing everything manually.

What can you do with Piyion bulk sends?

Piyion’s campaign module lets you manage the whole process in a few steps. Its main features include:

  • Create WhatsApp campaigns.
  • Choose a template previously approved by Meta.
  • Select the agents who will handle the conversations.
  • Schedule the send date and time.
  • Set up recurring campaigns.
  • Choose recipients using your CRM, tags, or contacts.
  • Review campaign history.
  • Check real-time statistics for each send.

This helps your team keep customer communication organized and track every campaign from one platform.

1. Choose a Meta-approved template

First, choose a WhatsApp template that Meta has already approved. These templates help ensure your messages comply with WhatsApp Business API policies and can be sent successfully.

Depending on your campaign goal, you can use templates for promotions, follow-ups, reminders, confirmations, updates, or other authorized messages.

2. Decide which agents will handle replies

After choosing the template, specify who will respond to the conversations that begin when customers receive the message.

Piyion lets you assign:

  • A specific agent.
  • Several agents.
  • The entire support team.

This distributes conversations automatically and prevents every reply from going to one agent, improving response times.

3. Schedule your campaign

Next, configure how and when you want to send the campaign.

You only need to set:

  • The send start date.
  • The date when the campaign should end.
  • The send time.
  • The number of contacts to include in each batch.
  • The send frequency if you want a recurring campaign.

For example, you can schedule the campaign to send every few days, every week, or every month, depending on your business needs.

When setting the batch size, leave room above your current number of contacts. If your database grows before or during the campaign, new contacts can then be included automatically.

4. Select your recipients

Finally, decide who will receive the campaign.

Piyion makes it easy to segment your audience using information stored on the platform. You can select recipients by:

  • CRM stage.
  • Previously assigned tags.
  • Specific contacts.

Segmentation helps you send more relevant messages to each customer group, improve communication, and make campaigns more effective.

Review your campaign history

Once a campaign is sent or scheduled, all its information is recorded in the send history.

Here you can review information such as:

  • Sent campaigns.
  • Scheduled campaigns.
  • Creation date.
  • Send date.
  • Campaign status.
  • Template used.

This gives you a complete record of all communications sent from Piyion and makes each campaign easier to organize and track.

Review your campaign statistics

Piyion also provides real-time statistics so you can see the results of each send without checking contacts one by one.

Available metrics include:

  • Queued messages: the number of messages waiting to be sent.
  • Sent messages: the number of contacts who have been sent the template.
  • Delivered messages: messages that successfully reached the recipient’s device.
  • Read messages: the number of people who opened and read the message.
  • Send errors: messages that could not be delivered, helping you identify possible issues.

These metrics help you monitor campaign progress, find opportunities to improve, and make decisions using current information.

Why review campaign history and statistics?

This information helps you track completed campaigns and answer important questions about your business operations.

For example:

  • Which campaigns have already been sent?
  • Which ones are still scheduled?
  • When was a particular campaign sent?
  • Which template was used?
  • How many messages were delivered or read?
  • Were there any send errors?

This helps you organize campaigns and avoid sending duplicate messages to the same customers.

Best practices for better results

To get the most from bulk WhatsApp sends, keep these recommendations in mind:

  • Keep your contact database up to date.
  • Segment your contacts carefully.
  • Use clear, personalized messages.
  • Schedule campaigns at suitable times.
  • Choose a batch size that allows for expected database growth.
  • Review your campaign history and statistics regularly to measure performance.

These practices can help you improve customer communication, provide better support, and increase the effectiveness of every campaign sent from Piyion.