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Campaign Launch Checklist

Relaio Docs Team-Feb 26, 2026-8 min read

Prepare audience, templates, scheduling, and delivery controls before launching production campaigns.

Campaign Launch Checklist Overview

Campaign Launch Checklist 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

  • Approved message template and verified locale.
  • Segmented audience with valid opt-in status.
  • Delivery window, owner, and rollback conditions defined.
  • Selection of a published WhatsApp AI Agent that has been fully configured and tested in the sandbox environment.
  • Confirmation of active billing on the connected business account to prevent delivery interruptions caused by Error 131042.
  • Approved message templates in the correct 'Marketing' or 'Utility' category assigned to your business business portfolio.

Setup Steps

  • Open Campaigns > WhatsApp Campaigns 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

  • Small batch dry run completed successfully.
  • Delivery/read/failure events visible in logs.
  • Campaign pacing and retry policy confirmed.
  • Verify that 'Retry Settings' (number of retries and interval) are configured to handle busy or unresponsive message deliveries.
  • Confirm that 'Calling Hours' are restricted to compliant time windows (e.g., 9:00 AM – 6:00 PM) to follow regional telemarketing laws.
  • Check that a 'Post-Call Action' is linked if you require automated follow-up sequences after the campaign message is delivered.
  • Ensure the 'WhatsApp Number' selected in the campaign settings matches the ID used during the template approval process.

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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 Campaigns.
  • 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.