WhatsApp Campaigns for Booknetic

If you’re running a busy booking business, “sending a WhatsApp message” is not the hard part. Sending the right message to the right customers at the right time is.

WhatsApp Campaign for Booknetic adds a full campaign system directly inside your Booknetic admin panel so you can run promotions, re-engagement campaigns, announcements, and customer updates without exporting lists or using external campaign tools.

Because everything runs inside Booknetic, your customer data, appointment history, filters, logs, and campaign actions stay in one place.

Why you’ll use it

Target the right audience

Pick from ready-made segments like:

Customers who booked in the last 7/30/90 days
Customers with upcoming appointments in the next 7/30 days
First-time customers
Repeat customers (3+ appointments)
Inactive customers (90/180 days) with history
Customers with canceled/rejected appointments recently
All customers with a phone number

Then narrow down using advanced filters:

Service
Location
Appointment statuses
Minimum appointments
Suppression exclusions

Built for official WhatsApp template flow

Uses Twilio Content templates (official flow)
Syncs templates from Twilio
Syncs approval states (approved/pending/rejected)
Strict approval gate: only approved templates can be sent
SaaS admin can lock a default Messaging Service SID for all tenant sends

Send safely with queue + retries

Campaign sending is designed for real-world reliability:

Recipient list is snapshotted before sending
Batch size: 25 recipients per run
Automatic retry with backoff:
1st failure → retry after 120 seconds
2nd failure → retry after 240 seconds
3rd failure → permanently failed
Runtime lock prevents overlapping queue workers
Works with Booknetic cron via bkntc_cronjob
Processes up to 5 campaigns per tick

Clear progress while sending

Campaign runs show a built-in progress wizard so users don’t feel the add-on is stuck:

Stages: Preparing → Sending → Finalizing
Live progress bar
Live counters: Total / Sent / Failed / Pending
Live status line during run
Hide and continue in background
Re-open progress anytime
Clean completion state with logs access

Pause / Resume mid-send

Pause instantly while queued or sending
Resume anytime
Continues from queue without unnecessary restart

Per-recipient logs + CSV export

Every recipient is tracked:

pending / sent / failed
attempt count
last error message
sent timestamp

Export campaign logs to CSV when needed for support, reporting, or troubleshooting.

Suppression list with double protection

Maintain a “never send” list:

Add phone + optional reason
Duplicate adds are ignored
Search by phone or reason
Checked twice:
During recipient query
At send time as final safeguard

What you can do inside Booknetic

1) Create a Campaign

Go to Booknetic → WhatsApp Campaigns and fill:

Name
Segment
Approved Twilio template
Template variables
Optional advanced filters

Important behavior:

Editing a campaign resets it to draft and clears previous logs so each run is clean and predictable.

2) Preview segment before sending

Before save/send you can:

See recipient count
Browse a sample list
Validate filters quickly

3) Send campaigns manually or via cron

Standard send:

Click Send
Recipients are snapshotted into logs as pending
If no recipients are found, campaign becomes failed
Each trigger processes one batch of 25

Cron queue send:

Hooks into Booknetic cron
Processes up to 5 campaigns per tick
Continues batch progression automatically until done

4) Test WhatsApp template before live send

Send a test message to any number using selected template + variables to validate setup before live campaign runs.

5) Manual one-off WhatsApp send (outside campaigns)

Send one-time WhatsApp template messages in two modes:

Customers mode: search Booknetic customers and send with real data
Freeform mode: paste raw phone numbers

Manual sending also respects suppression rules.

Smart personalization with shortcodes

Shortcodes can be used in template variable values and are resolved per recipient:

{customer_full_name} / {customer_name}
{customer_first_name}
{customer_last_name}
{customer_phone}

If customer name is missing, full-name shortcodes safely fall back to phone.

Campaign lifecycle

Statuses:

draft → editable
queued → waiting for engine
sending → processing batches
paused → stopped mid-send
completed → finished with success
failed → finished with no successful sends

Rules to prevent mistakes:

Queued/sending campaigns cannot be edited or deleted
Completed campaigns cannot be sent again
Duplicate campaign creates a fresh draft with no logs

Dashboard analytics

Built-in dashboard includes:

Total campaigns
Completed campaigns
Total sent / failed / pending
Recent campaigns list

SaaS-ready permissions & multi-tenancy

Designed for Booknetic SaaS:

Tenant gate: whatsapp_campaigns
Granular capabilities:
whatsapp_campaigns
whatsapp_campaigns_create
whatsapp_campaigns_send
whatsapp_campaigns_delete
whatsapp_campaign_templates
whatsapp_campaign_logs
whatsapp_campaign_suppressions

All campaign data is tenant-isolated with tenant_id.

Requirements

To send WhatsApp campaigns, you must have:

Booknetic core plugin installed and active
Twilio WhatsApp action for Booknetic workflows add-on active and configured
Twilio credentials configured
Default Messaging Service SID configured by SaaS admin

If Twilio WhatsApp workflow add-on is missing/inactive, send operations fail clearly and UI prompts activation.

Installation details

Upload and activate like any WordPress plugin.

On first load, the add-on automatically:

Creates required campaign tables
Runs schema migration if needed
Adds WhatsApp Campaigns menu item in Booknetic backend
Enables Twilio template sync flow

Perfect for

Seasonal promos
Re-engagement campaigns
Loyalty and retention messages
Announcements
Special offers
Schedule-change notifications
Customer update campaigns