This is the most critical step. A well-prepared CSV file ensures a smooth process. Learn how to send personalized messages safely.
Step 1: Prepare Your CSV File for a Flawless Campaign
- Open a spreadsheet program like Google Sheets or Microsoft Excel.
- Create your headers in the first row. The most important header is for the phone numbers. Let’s call it mobile.
- Crucial Formatting: Ensure all phone numbers include the country code but without the + sign or spaces.✅ Correct: 14155552671 (US)✅ Correct: 919876543210 (India)❌ Incorrect: +1 (415) 555-2671❌ Incorrect: 09876543210
- Add Columns for Personalization: Add headers like name, city, or order_id.
- Save/Export the file as a .CSV file.
Step 2: Install the Extension
Go to the Chrome Web Store and search for HappyInAI WhatsApp Bulk Message Sender. Click “Add to Chrome” to install.
Step 3: Open WhatsApp Web and the Extension
- Navigate to web.whatsapp.com.
- Scan the QR code to link your device.
- Click on the HappyInAI extension icon in your toolbar to open the panel.
Step 4: Upload Your Prepared CSV File
In the panel, click the “Upload CSV” button and select the file you created in Step 1. The extension will automatically read your headers.
Step 5: Compose Your Personalized Message
Use placeholder variables that match your CSV headers exactly with double curly braces.
This is a reminder about your appointment on {{appointment_date}} in {{city}}.
Best,
The HappyInAI Team
Step 6: Configure Safety Settings
Set a minimum and maximum delay in seconds (e.g., 10 to 25 seconds). The tool will wait a random time between messages to mimic human behavior.
Step 7: Click Send!
Click "Send Message" and watch the extension work its magic live in your WhatsApp Web window.
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