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Promotional Messaging

Relaio Docs Team-Feb 26, 2026-4 min read

Set template strategy, audience controls, and compliance-safe campaign execution.

Promotional Messaging Overview

Promotional Messaging is a simple guide for setting up this part of Relaio.

Use this page to understand what the feature does, what you need before starting, and how to check that it works.

The steps below are written for regular users and admins, not for setup teams.

What You Need

  • Access to your Relaio workspace.
  • The feature or channel you want to set up.
  • Basic business details and owner access.
  • A test contact or test scenario to check the setup.

Setup Steps

  • Open Campaigns > WhatsApp in your Relaio workspace.
  • Turn on the feature and complete the required settings.
  • Save your changes and use the test option if one is available.
  • Make sure the setup matches the way your team wants to use it.

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Check It Works

  • Approved template selected.
  • Audience segment excludes opted-out contacts.
  • Throughput and delivery status monitored during send.
  • business settings access with an active payment method to prevent campaign-blocking Error 131042.
  • Approved 'Marketing' category message templates ready for campaign campaigns initiation.
  • A published AI Agent with the 'WhatsApp Campaign Link' enabled for multi-channel outreach.
  • A segmented contact list in the CRM with verified opt-in status to protect messaging reputation.
  • Calling hours configuration aligned with regional telemarketing regulations like TCPA or GDPR.

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Common Issues

  • Check that your access is correct.
  • Confirm the feature is turned on.
  • Review the saved settings again.
  • Run the test once more with fresh data.

Frequently Asked Questions

  • Where do I set this up? Start from Campaigns > WhatsApp.
  • Can I come back and edit it later? Yes.
  • How do I know it is ready? Complete the setup and run a test.
  • Who should own it? Assign one person to keep it updated.