Table of Contents
Updated by Susan Swier
Creating a New Broadcast
Step 1: Navigate to the Broadcast Module
From the side navigation menu, select Broadcast from the menu.
Step 2: Press ADD BROADCAST
At the top bar, press the blue ADD BROADCAST button and the New Broadcast dialog should open up.
Step 3: Select the messaging channel
Pick the Channel you wish to send the broadcast to. Only Contacts of the selected Channel will receive the message.
Step 4: Name the broadcast
Enter a name for your broadcast under the Broadcast Name field.
Step 5: Specify the target audience
Next, you can choose to select your audience to broadcast to. This can be done by narrowing down your Contact List by using Tags or segments. You can use Tags to filter out the Contacts or simply send the broadcast to all Contacts under this Channel.
Step 5b: Specify audience preference
By default, the targeted audience includes eligible Contacts who are not yet connected to the Channel. Eligible Contacts are Contacts who have a phone number that can be connected to the selected Channel.
If you wish to broadcast to Contacts who have interacted with the Channel previously, you may check the box
Only send to Contacts who interacted with this Channel before. Checking this box will only target Contacts who have interacted with the Channel before.
However, in cases where multiple Contacts share the same phone number, only one Contact will be taken into account and precedence will be given to the Contact who has connected to the Channel previously.
Step 6: Compose the message
Facebook Tagged Messages as Broadcast Channel
If you have selected Facebook Messenger as the broadcast Channel, you will be prompted to specify the broadcast content using Facebook Tagged Messages.
Refer to this page for more information on Facebook Tagged Messages:
WhatsApp Message Templates as Broadcast Channel
If you have selected WhatsApp as the broadcast Channel, you will be prompted to specify broadcast content using WhatsApp Message Templates and you are able to check out the message in the preview section.
Dynamic variables can be used when sending WhatsApp Message Templates.
Refer to this page for more information on WhatsApp Message Templates:
Other Broadcast Channels
Begin composing the message of your broadcast by pressing the blue Add Content. You can choose from the following content:
Sends text as its own message.
Sends out a prompt and lists several options for the Contact to pick from.
File or Image
Sends out a file or image from the platform. You can upload files to the platform in the Files Module.
Each broadcast can only hold up to a maximum of 5 different content.
You can reorder the existing content by dragging the reorder button on the left of each content.
You can also remove the content by pressing the delete button on the right of the respective content.
Step 7: Schedule your broadcast
If you do not wish to send the broadcast immediately, you have the option of scheduling your message to be broadcasted at a specific time. This is done by selecting Send Later in the Schedule Broadcast section.
Fill in the date and time that you want the broadcast to be sent out and specify the specific time zone to be used. If you do not schedule the broadcast, it will be sent out immediately instead.
Step 8: Sending a Test Broadcast
Before sending the broadcast to mass recipients, you can send a test broadcast to yourself or a test recipient to verify the look and feel of the content.
Step 9: Confirm and Send Broadcast
Once you have verified the recipients and broadcast content, press SEND BROADCAST or SCHEDULE BROADCAST to submit the broadcast.