A list holds the contacts who receive your Follow-up messages. Create one list per purpose, with a name that makes its context obvious, for example Barista Class Participants or December Price Leads.

Make sure you meet Before you start: the Pro plan and a connected WhatsApp number.

1. Open Follow-up

In the sidebar, open WhatsApp › Follow-up. On a phone, open the menu first with the ☰ icon at the top right.

The Create list button
The Create list button
  1. Click Create list.

2. Choose the list type and name

Creating a list
Creating a list
  1. List type: choose Personal for individual contacts. The list type can't be changed after it's created.
  2. List name: for example Barista Class Participants.
  3. Click Create list.

3. Check the result

Your new list opens right away, empty and marked No campaign yet.

The new list
The new list
  1. Next: click Campaign to write the messages.

WhatsApp group lists

Choose the WhatsApp groups type if campaign messages should go into groups, for example a class participants group. How it differs from a Personal list:

  • Fill the list with Add group, then tick the groups. Only choose groups you manage, so your messages aren't treated as spam.
  • Triggers aren't available for group lists.
  • The only message variable you can use is Group name.

Troubleshooting

Problem Fix
The page shows WhatsApp is not connected Click Connect WhatsApp, then scan the QR code as in Connect Your Accounts.
The page shows WhatsApp Follow Up needs the Pro plan Upgrade your plan in Billing.
You picked the wrong list type The list type can't be changed. Create a new list with the right type, then delete the old one with More › Delete list.

Next step

Continue to Build the Campaign.

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