---
title: "Bulletins, templates and campaigns"
description: "Tell your agents what changes for a while, create WhatsApp templates, set up contact profiles for your other systems and follow your call campaigns."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulletins, templates and campaigns

This page brings together what you use to tell your agents about something temporary and to let your organization start conversations: bulletins, WhatsApp templates, contact profiles and campaigns.

## Bulletins

A bulletin tells your agents about something happening for a while: a service that isn't available, days with no appointments, a closure or a promotion. Your agents apply it on calls, WhatsApp and web chat from their next reply, and only while it's in force. You don't have to touch their instructions.

### Before you start

- You need a role that can **Create and tune agents**, such as **Agent design**, **Administration** or **Owner**.

### Post a bulletin

1. In the menu, click **Settings** and then **Bulletins**.

2. Click **New bulletin**.

3. Under **What is happening?**, write it as you would tell your agents, with what they should offer instead. Example: "Monday the 12th is a public holiday and the clinic is closed. If someone asks for an appointment that day, offer Tuesday the 13th".

4. Under **Applies to**, choose **All agents** or a specific one.

5. Under **Starts**, choose **Now** or **Another day**.

6. Under **Ends**, choose **No end date**, **Today, at the end of the day**, **Tomorrow, at the end of the day**, **In 7 days** or **Another day**.

7. Click **Post**.

The bulletin shows as **In force** or, if it starts another day, **Scheduled**. When it ends it moves to **Ended** (under **Show**), for reference. To change or remove it earlier, use **Edit** or **Delete**.

> **Give notice in time**
>
> Your agents don't know about a scheduled bulletin before its first day. If they must know earlier, for example so they don't book appointments on a holiday next week, start it **Now** and write the dates in the text.

## WhatsApp templates

WhatsApp only lets your organization start a conversation, or write to someone who hasn't written to you in the last 24 hours, with a template WhatsApp has reviewed and approved. Templates are used by the outside-hours notice, contact profiles and systems that start conversations. Each WhatsApp number has its own templates.

### Create a template

1. In **Settings › Channels**, open the WhatsApp number's three-dot menu and choose **Configure WhatsApp**.

2. Under **Templates**, click **New**.

3. Fill in the **Name**, the **Language** (for example, `en_US`) and the **Category**: **Utility** for notices such as reminders, or **Marketing**.

4. Write the **Message**. For the values that change on every send, use numbered variables: `Hi {{1}}, this is a reminder for your appointment on {{2}}.` Write an **Example** for each variable.

5. If you like, add a **Footer** and **Buttons**, separated by commas, such as `Confirm, Cancel`.

6. Click **Submit for review**.

The template stays **In review** until WhatsApp reviews it, usually within minutes. Then it shows as **Approved** or **Rejected**. WhatsApp can also make it **Paused** or **Disabled**. To create or delete templates you need permission over templates; if you don't see **New**, ask an administrator.

## Contact profiles

A contact profile is a named way to contact someone: which agent calls or writes, from which line, with which template or message and during which hours. Your other systems, such as Agenda or Ámbar, start conversations with a profile's id, for example to send an appointment reminder. Whatever you change in the profile applies to their next requests without touching those systems.

1. In **Settings**, click **Contact profiles** and then **New profile**.

2. Choose the **Type**: a call with a voice agent, or a WhatsApp conversation opened with an approved template. The type can't be changed later.

3. Enter the **Name**, for example "Appointment reminder", and choose the **Agent**.

4. Under **Line**, keep **The agent's line** or choose another.

5. For a call, optionally write the **First message** and the **Instructions** for these calls, which are added to the agent's own. For WhatsApp, choose the **Template** and fill in the **Variable values**.

6. If contact should only happen at certain hours, turn on **Limit contact hours** and add the time windows. Outside those hours no conversation starts.

7. Click **Create**.

To connect the profile to another system, open it, click **Copy id** and give the id to whoever sets up that system. Changes apply to the next conversations; those already started carry on as they began.

## Call campaigns

A campaign has a voice agent call a list of people, during the hours you allow, and it can call again those who didn't answer. Campaigns are created and launched from your systems, through the API, or with help from the Arbol team. Launching campaigns takes a role that can **Launch campaigns**, such as **Owner**.

In the Dashboard you follow their progress in **Reports › Campaigns**: each campaign with its status (**Queued**, **Running**, **Completed**, **Failed** or **Cancelled**) and its recipients **Pending**, **In progress**, **Completed** and **Succeeded**. A campaign's calls appear in **Conversations** with the **Campaign** origin.

How many campaign calls your organization makes at once is set in **Settings › Organization › Operations**, from 1 to 50.

## Troubleshooting

**"There are already 30 current or scheduled bulletins."** End or delete one before adding another.

**"The last day cannot be before the first one or already past."** Check the bulletin's dates.

**"Number the variables … without gaps."** Variables must go in order, starting at `{{1}}`, without skipping numbers.

**"WhatsApp has not approved this template."** It's in review, was rejected, or WhatsApp paused or disabled it. Choose another or create a new one.

**"This template isn't approved for sending from this line."** The profile will fail until it's approved again or you choose another template.

**"You have no active voice agents"** or **"You have no active messaging agents"** when creating a profile. Create or activate an agent of the profile's type.

Source: https://docs.getarbol.com/en/raiz/campaigns/index.mdx
