[BETA] New Active Messages Sending Experience in Blip Marketing – Blip | Blip Help

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With Blip’s Active Messages tool, you can create campaigns and communicate proactively with your contacts on WhatsApp.

To send this type of message on WhatsApp, you must use Message Templates, which need to be pre-approved by Meta, and ensure the WhatsApp channel is correctly connected.

Tutorial | How to create and approve a Message Template on WhatsApp

Starting from October 14, 2025, the platform will release the beta version of our new active message sending flow. Based on research and interviews with our clients, the experience has been completely redesigned and consolidated into a single configuration page.

This advancement is a key step to make the sending process more fluid, intuitive, and secure.

What has changed in active message sending?

The new experience was designed to optimize your time and ensure campaign accuracy, with highlights including:

Speed and efficiency: Fewer steps streamline configuration.

Clarity and security: More focus on mandatory fields and options to reduce errors.

Optimized template selection: New organization of templates to improve loading time and search management.

The sequence of steps now reflects the natural logic of campaign planning: first, you decide who to talk to (Audience), then decide what to say (Message Template), and finally, how to control delivery (Name, Routing, and Sending Type).

This makes the configuration process a mirror of your marketing strategy.

Beta eligibility and scope

The new active message sending experience will be released in Beta phase and therefore has specific scope and requirements. Initially, the new flow will only be available for mass sending.

It’s important to note that access is exclusive to clients with the Blip Marketing feature enabled in their account. If you do not meet these requirements, you will continue using the regular Growth configuration flow.

We recommend contacting our sales team for more details about the Blip Marketing hub.

How to send mass messages in Blip Marketing

Access the Active Campaign (Growth) menu

When accessing Blip, locate the Smart Contact you want to use for sending active messages.
Then click the three dots in the top menu, select Blip Marketing, and access the Create Sending option.

Select WhatsApp as the channel for the next step.

Configure your mass active message sends

Choose the sending type

Before filling out the fields, define in the “Sending Type” field the type of send: mass or individual.
For now, only the Mass option is available for sending to a contact list.

Audience management

In this step, you define who will receive the message.

Unlike the Growth flow, audience management is anticipated to improve performance and follow a more intuitive business logic. Prioritizing the audience ensures the security and compliance of your send.

Choose your file and click Continue to proceed to the next configuration step.

[Click here to learn how to correctly configure your audience file.]

After uploading your spreadsheet, it will be analyzed, and a summary will appear on the screen. Warning messages may appear if inconsistencies are found.

If the uploaded file has invalid rows, you will receive an alert. You can still continue sending messages, but you must delete and re-upload the file if one of the following occurs:

The file contains duplicate fields

The number of rows exceeds 10,000 records

The file is in an invalid encoding format

Confirm the information and correct inconsistencies before moving to the next section.

Define the message template for the send

For the WhatsApp channel, selecting a Message Template is mandatory. Click Select Template to choose one of your available templates.

A modal will open with your templates, including pagination, filter, and search bar.

Select the template you want to use and click Next.

Notice: Only templates approved by Meta at least 20 minutes in advance will be available for sending.
We recommend clicking Refresh to ensure the template list is always up-to-date.

After selecting a template, the Message Template section will be completed with your chosen template information, and the language selection field will be unlocked to choose the sending language according to the template.

In addition to basic information, we improved the display of recategorized templates. Hover over the info icon to see the recategorization of your template.

After selecting the Message Template, a preview of the message will appear on the left side of the screen.

For mass sending, the uploaded file from the previous step will be compared to the selected template.

The system will check that the spreadsheet fields match the template variables. That is, it checks whether the number of columns in the file is compatible with the number of variables that need to be filled in the template.

If any discrepancies are identified, an error alert will appear.

Important: For message templates containing media, files hosted on services like Google Drive, OneDrive, etc., cannot be used.
These services only provide links to documents, not the actual file.

To ensure proper sending, we recommend using:

AWS S3

File Uploader – extension available in the Blip Store

After filling in and making the necessary corrections, go to the next section.

Response Routing Definition

In the Routing tab, indicate where your audience will be directed within your Smart Contact.
You should select the type of routing in the cards — i.e., how your Smart Contact should handle these users.

If the selected flow step is Human Support, the option to select which human support flow will receive the contact transfer in Blip Desk will appear. Routing will follow all queue rules established in the chosen human support block.

Notice: If no step is selected, responding customers will be directed to the initial chatbot flow.

If your Smart Contact is an AI Agent, in addition to the Smart Contact and Human Support options, you can route the return flow to your Agent.

After specifying all items, click Continue.

Send adjustments

In the adjustments section, you can:

Define a campaign name

Add tags, if necessary

Schedule the send

If you do not define a name, a random one will be generated automatically. Use only lowercase letters or numbers, separating words with an underscore (_).

Tags help you extract reports from sends. Type the term and press Enter to insert it.

Once ready, choose the Sending Type:

Send now

Schedule send

If you choose Send now, click “Send now.” If you prefer to schedule a send, select “Schedule send” and specify the desired date and time.

Summary and send

After filling out all required sections, a summary will appear showing:

Audience management: spreadsheet name

Message template: selected template name

Routing: Smart Contact name + flow

If inconsistencies exist, click the icon related to the step and make necessary adjustments.

Click Send at the bottom of the page to finalize. Your campaign will be sent or scheduled according to the plan.

Attention: WhatsApp Active Messages policy allows Message Templates to be paused or disabled if issues occur, especially due to blocks or user reports. Scheduled campaigns may fail if the template is unavailable at sending time.

How to track campaign sending on WhatsApp

After sending, you will be redirected to the summary page as in the Growth experience.
To access the summary listing, go to the Blip Marketing tab in your Smart Contact and select Sending Summary. A list of campaigns will appear according to applied filters.

The list shows the following data:

Campaign name: defined by you when creating the campaign

Message status: number of messages sent, failed, received, and read

Schedule: the date and time the campaign processing starts. Immediately sent campaigns appear as “Not Scheduled.”

Send date: date and time the campaign was sent. Scheduled campaigns not yet processed appear as “Waiting.”

How to monitor WhatsApp number health

WhatsApp implemented measures to protect users from unwanted or inappropriate communications and flags business numbers causing discomfort to clients.

To avoid having your official contact blocked by WhatsApp, monitor your number’s health indicator. For more details, access the article Monitor Your WABA Number Health.

Now you know how to use the sender to create and send active messages on WhatsApp and the importance of monitoring your number’s health.

For more information, check the discussion in our community or videos on our channel. 😃