How to Plan WhatsApp Business Marketing Campaigns with ClickUp

ClickUp can be your central command center for organizing, tracking, and optimizing every part of a WhatsApp Business marketing strategy. This how-to guide walks you through building a simple, repeatable process so your team never loses track of contacts, campaigns, or content ideas.

Using the ideas and workflows inspired by the original WhatsApp Business marketing guide, you will learn how to turn those strategic recommendations into practical tasks, views, and automations.

Step 1: Set Up a ClickUp Space for WhatsApp

Start by giving your WhatsApp work a dedicated home. This keeps all campaigns, contact work, and creative assets easy to find.

1. Create a new Space and name it something like WhatsApp Marketing.

2. Choose a color and icon so the Space stands out in your sidebar.

3. Enable key ClickUp features you will need, such as tasks, docs, custom fields, and dashboards.

Inside this Space, you can create Lists that mirror the key pillars from the source article: contact management, content planning, campaign execution, and analytics.

Step 2: Build a ClickUp List for Contacts and Segments

WhatsApp Business marketing works best when messages are personalized and segmented. Use ClickUp to organize contacts and groups so your broadcasts and campaigns stay relevant.

Design a contact List in ClickUp

Create a List called Contacts & Segments and turn each task into a contact or a customer group.

• Task name: Contact or segment name (for example, “VIP Customers” or “New Leads – Webinar”).

• Description: Notes about the audience, preferred offers, or tone.

Use custom fields to track key WhatsApp details

To stay aligned with the strategies shared in the source guide, add custom fields that reflect business goals and personalization details:

• Phone / WhatsApp Number

• Segment Type (dropdown: Prospect, New Customer, Loyal Customer, Dormant, etc.)

• Consent Status (Yes/No or Compliant/Review)

• Preferred Language

• Last Contacted Date

These structured fields make it easier to decide which campaigns from your strategy should go to which segments.

Step 3: Create a ClickUp Content Calendar for WhatsApp

The source article emphasizes consistent, valuable messaging. Turn that into a practical schedule using a ClickUp content calendar tailored for WhatsApp messages and flows.

Set up a WhatsApp Content List

Create another List called WhatsApp Content Calendar. Each task represents one of the following:

• A broadcast message

• A promotional campaign

• An educational series or drip flow

• An automated response template

Use start and due dates to plan when messages will be written, reviewed, and sent.

Use ClickUp views for better planning

Switch between different views to stay organized:

• Calendar view: See all scheduled messages and campaigns for the month.

• Board view: Manage stages like Ideas, Drafting, Review, Approved, Scheduled, and Sent.

• List view: Quickly sort by campaign type or priority.

These views make it easier to follow the content ideas and best practices described in the WhatsApp marketing guide while keeping the process transparent for your team.

Step 4: Turn WhatsApp Campaign Strategy into ClickUp Tasks

The original WhatsApp Business article covers many types of campaigns: promotional offers, transactional updates, support messages, and more. Translate each campaign idea into clear, trackable tasks in ClickUp.

Break campaigns into actionable subtasks

For each campaign task, create subtasks such as:

• Define campaign objective and audience

• Draft message copy and media assets

• Review for compliance and consent

• Set up message template in WhatsApp Business

• Schedule send time and test delivery

• Monitor performance and replies

This structure ensures the strategic recommendations from the source article are executed step-by-step, not just discussed in theory.

Use ClickUp priorities and tags

Assign priorities (Urgent, High, Normal, Low) and tags such as “Promo,” “Support,” “Update,” or “Reminder” so your team instantly understands the purpose of each campaign.

Step 5: Document Templates and Playbooks in ClickUp

To reuse successful WhatsApp campaigns, capture them as templates and documented processes within ClickUp.

Create ClickUp Docs for scripts and playbooks

Use Docs to store:

• Message templates for common questions and support workflows

• Campaign checklists aligned with best practices from the WhatsApp marketing guide

• Brand voice guidelines and formatting rules for messages

Link these Docs directly to your campaign tasks so writers and marketers can quickly reference approved copy and policies.

Save task templates for recurring campaigns

If you run monthly promotions, seasonal offers, or renewal reminders, convert a fully built campaign task (with subtasks and custom fields) into a reusable task template. This avoids missing any required steps for compliance, testing, or reporting.

Step 6: Track WhatsApp Performance with ClickUp Dashboards

WhatsApp Business marketing is only effective when you measure engagement and refine campaigns over time. Use ClickUp Dashboards to centralize performance metrics.

Collect performance data in custom fields

For each campaign task, update fields such as:

• Messages Sent

• Delivery Rate

• Open or Read Rate (if you track reads)

• Replies or Conversations Started

• Conversions (purchases, sign-ups, or actions)

These fields let you compare campaigns and quickly identify what type of content, timing, or audience segment works best.

Build a ClickUp Dashboard for WhatsApp KPIs

Create widgets that display:

• Total campaigns sent this month

• Average reply and conversion rate per List or tag

• Tasks grouped by status to see what is in planning versus execution

This view helps you align ongoing work with the strategic goals laid out in the original WhatsApp Business marketing article.

Step 7: Improve Collaboration and Handoffs in ClickUp

ClickUp can also serve as the collaboration hub between marketing, sales, and support teams who all touch WhatsApp conversations.

Use comments and assignments to streamline work

Inside each campaign task, use comments to:

• Request copy changes or creative updates

• Ask legal or compliance teams for approval

• Tag sales or support when replies need follow-up

Assign subtasks to specific team members with due dates so everyone knows their responsibilities before a message goes live.

Connect ClickUp with other tools

For advanced automation, connect your workspace with CRM systems or other apps using integrations or automation tools recommended by digital workflow specialists like Consultevo. This can help sync contact data, status updates, or outcomes from WhatsApp conversations into your broader tech stack.

Put Your WhatsApp Strategy into Action with ClickUp

By turning the strategic concepts from the WhatsApp Business marketing guide into structured tasks, Lists, and Dashboards, ClickUp helps you move from ideas to execution. Set up dedicated Spaces for contacts, content, campaigns, and analytics so your team can plan, send, and refine WhatsApp messages with confidence and clarity.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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