New Active Message Sending Experience

Index

1. What has changed in the active sending experience

2. Transition period and discontinuation of the classic version

3. How to create an active send in the new experience

4. Frequently Asked Questions (FAQ)

What has changed in the active sending experience

The active send creation screen has been completely redesigned. Based on research and feedback from customers themselves, the experience was rethought to make the sending process faster, clearer, and less prone to errors.

What's new:

• Unified single-page flow: all configuration steps are consolidated on a single screen, with no intermediate redirects

• Revamped template selection: faster loading, with pagination, filters, and a search bar to find the right template in seconds

• Full configuration visibility: since everything happens on one page, you can view and adjust any step of the send without navigating between screens. A summary of what has been filled in each step remains visible throughout the configuration

• Automatic compatibility check: the system validates whether the audience file columns match the template variables, alerting about incompatibilities before sending

• Improved indication of Meta recategorizations: clear alert when a message template is recategorized

• Support for individual and mass sends: the new experience covers all sending modes previously available, with no loss of functionality

The configuration sequence now reflects the natural logic of campaign planning: first you define who you want to talk to (Audience), then what to say (Message Template), and finally how to control delivery (Routing, adjustments, and sending).

Transition period and discontinuation of the classic version

During the transition period, a banner will be visible on the new screen allowing temporary navigation to the classic version, if desired.

Take advantage of the transition period to familiarize yourself with the new flow. The classic version will be permanently discontinued on 07/31/2026.
 

How to create an active send in the new experience

To access the active sends screen, locate the desired Smart Contact, click the three dots in the top menu, select Growth, and go to Create send. Then, select the WhatsApp channel.

To send active messages on WhatsApp, it is mandatory to use Message Templates pre-approved by Meta, with the WhatsApp channel properly connected. See how: How to create and approve a Message Template on WhatsApp

Step 1 — Type of send

Select the type of send you want to perform:

• Mass: sending to a contact list via audience file or Audience Management

• Individual: sending to a specific contact

The selection of the send type determines the options available in the following steps.

Step 2 — Audience

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

For mass sends, you can:

• Upload a CSV file with your contact list

• Use Audience Management to segment, calculate, and reuse audiences directly on the platform (available for customers on outcomes plans)

After attaching the file or defining the audience, the system performs an analysis and displays a summary. If inconsistencies are found, warning messages will be shown. You will need to replace the file if any of the following situations occur:

• The file contains duplicate fields

• The number of rows exceeds 10,000 records

• The file is in an invalid decoding format

Invalid rows generate an alert but do not prevent progress. You can continue the send with the valid contacts.
 

For individual sends, enter the contact data directly on the screen.

Learn more: How to properly configure your audience file

Step 3 — Message template

Selecting a message template is mandatory for WhatsApp sends.

Click Select template to open the selection modal, which includes pagination, filters, and a search bar. Select the desired template and click Next.

Attention: only templates approved by Meta at least 20 minutes in advance will be available. Click Refresh to ensure the list is always up to date.

When selecting the template:

• The template information will be displayed in the section

• The language selection field will be unlocked

• A preview of the message will be shown on the left side of the screen

Automatic compatibility check (mass sends): The system compares the audience file columns with the variables of the selected template. If there is a mismatch between the number of columns and the number of variables, you will receive an error alert before proceeding.

Templates recategorized by Meta: Hover over the information icon next to the template to see details about any recategorizations applied by Meta.

Important — templates with media: It is not possible to use files hosted on services like Google Drive or OneDrive. Use:

• AWS S3

• File Uploader (extension available in the Blip Store)

Step 4 — Routing

Defines where the contact will be directed when responding to the message. Select the routing type from the cards:

• Smart Contact: the contact proceeds to a specific flow of your bot

• Human support: the contact is transferred to a Blip Desk queue, respecting all rules configured in the support block

• AI agent: available for Smart Contacts configured as AI agents

If no step is selected, contacts who respond will be directed to the chatbot's initial flow.

Step 5 — Adjustments and sending

Configure the final details of the campaign:

• Campaign name: if not defined, a name will be generated automatically. Use only lowercase letters, numbers, and underscores (_)

• Tags: help in report extraction. Type the term and press Enter to insert

• Sending type:

  • Send now: the send is processed immediately

  • Schedule send: set the desired date and time for delivery

Attention: message templates can be paused or disabled by Meta if problems occur (blocks or reports). If this happens, scheduled campaigns may fail because the template might be unavailable at the time of sending.

Step 6 — Summary and confirmation

Since all configuration happens on a single page, you can monitor and review what has been filled in each step without leaving the screen. If you identify any inconsistencies, click the corresponding step to make the necessary adjustments.

The main configured information remains visible throughout the process:

• Audience: name of the file or selected audience

• Message template: name of the chosen template

• Routing: name of the Smart Contact and destination flow

When finished, click Send at the bottom of the page. Your campaign will be sent immediately or scheduled as configured.

Frequently Asked Questions (FAQ)

1. Which customers have access to the new screen? 

All Blip customers who use active messages, regardless of plan. Starting 06/29/2026, it becomes the standard experience.

2. What happens to the classic version? 

The classic version is accessible via a navigation banner on the new screen until 07/31/2026. After this date, it will be permanently discontinued.

3. Is everything I did in the classic version still available? 

Yes. The new experience covers all previously available features: individual and mass sends, scheduling, tags, routing, and tracking via Send Summary. What changed was the configuration experience, not the functionality.

4. What is the automatic compatibility check? 

It is an automatic validation that compares the columns of your audience file with the variables of the selected template. If the number of columns does not match the number of variables in the template, you receive an alert before sending, preventing errors in the send.

5. Can I use Audience Management in the new flow? 

Yes, provided you are a customer on an outcomes plan. At the Audience step, you will have the option to segment directly on the platform without needing a CSV file.

6. Does campaign scheduling still work the same way? 

Yes. At the Adjustments step, you can choose between immediate or scheduled sending, setting date and time. The behavior is the same as in the classic version.

7. How do I track results after sending? 

After sending, you will be redirected to the Send Summary, where you can view statuses, download reports, and access campaign analyses. Access it from your Smart Contact menu under Blip Marketing > Send Summary.

8. What should I do if my template does not appear in the list? 

Only templates approved by Meta at least 20 minutes in advance appear in the list. Click Refresh to reload. If the problem persists, check the template approval status in Meta Business Manager.

Need more help? Explore our content at Blip Academy or Blip Community, watch tutorials on our YouTube channel, or get your questions answered on our support channel 😃