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How to Send a Simple Broadcast

Joshua Lim Updated by Joshua Lim

In this article, you'll learn how to create, configure and send a broadcast or bulk message to your Contacts.
Trial plan users are not allowed to send broadcasts.

Creating a New Broadcast

Refer to the overview page of the respective channel to find out if a specific channel supports broadcasts.

Step 1: From the side navigation menu, select the Broadcasts module.

Step 2: Click + Add Broadcast.

Step 3: Enter your Broadcast Name and Labels > Click Create.

Labels can be useful for analytics purposes in the future.
A new draft Broadcast will be created and the broadcast builder will be opened.

Configuring a Broadcast

Step 4: Select a Segment to target specific group(s) for your broadcasts by clicking the drop-down menu:

If a segment is not selected, the broadcast is not sent.

To use an existing Segment, select the Segment.

To create a Segment:

  1. Click the drop-down menu > Click + Add Segment.
  2. Enter a name for your new Segment > Click Save.
  3. Filter your Segment by adding conditions or groups. Use Category and Operator fields based on your criteria. Contacts that fulfill the criteria will appear in the Contact list.
Configuration screen
  1. Click Update Segment to save the segment.

Step 5: Select a Channel Type and Channel to send your broadcast:

  • Specific channel: This allows you to send the broadcast to Contacts in that Channel. Any Contacts in your selected Segment without that Channel will be excluded from the broadcast.
  • Last interacted channel: This allows you to send the broadcast to the Contacts’ last interacted Channel with the platform.
Note that channels such as Email, Instagram, Google Business messages and Website Chat do not support for Broadcasts.
Sending a broadcast will not change a Contact’s last interacted Channel.

Step 6: Configure your broadcast messages.

Sending a broadcast to a Specific Channel

The content you want to broadcast should be added based on the requirements of the chosen Channel.

Sending a broadcast to Contacts’ Last Interacted Channel

You need to define message content for each Channel, as each Channel has its own limitations for the broadcast content.

By default, all Channels that are supported for broadcasts will be selected in the Selected Channels section. If you want to exclude certain Channels from the broadcast, simply deselect them from the list. Deselecting a Channel means the Contacts associated with it will not receive the broadcast message.

Important: Depending on your plan, your monthly number of broadcasts may be limited.

Preview and Send a Test Broadcast

Step 7: Preview your Messages in the Message Preview section before sending them.

Step 8: Send a test broadcast before sending the actual broadcast. Check how your content will appear to your Contacts. Search for a Contact by name or phone number to receive the test broadcast content. You can search for a Contact as long as they have the Channel available.

Check and verify the content before sending the broadcast.

Check Target Audience for a Broadcast

Step 9: Check the Target Audience to see the breakdown of the number of messages being sent and the number of recipients who will receive the broadcast.

The number of messages may differ from the number of recipients. For example, if you are sending 2 broadcast messages each to 10 recipients, the breakdown shows “Sending a total of 20 messages to 10 recipients”.

Target Audience Breakdowns for different Channels

Facebook, LINE, Viber, Telegram and Twitter

Here are the details of the Target Audience Breakdown for Facebook, Line, Viber, Telegram, and Twitter.

Item

Description

Total Contacts in the Segment

The number of Contacts that are currently in the selected Segment.

Contacts not available on the selected Channel(s)

The number of Contacts in the selected Segment who do not have the selected Channel.

Total broadcast recipients

The total number of Contacts that this broadcast will be sent to. Total broadcast recipients = Total Contacts in the Segment - Contacts not available on the selected Channel(s)

WhatsApp, SMS and Custom Channel
Toggle ON: Send message only to Contacts who have previously interacted with this channel
When this toggle is enabled, the broadcast will send messages to Contacts who have interacted on the selected Channel.

Here are the details displayed in the Target Audience Breakdown for WhatsApp, SMS and Custom Channel when the Toggle is ON.

Item

Description

Total Contacts in the Segment

The number of Contacts that are currently in the selected Segment.

Contacts not available on the selected Channel(s)

The number of Contacts that are in the selected Segment who do not have the selected Channel(s).

Contacts that have never interacted on the selected Channel(s)

The number of Contacts in the Segment who have never interacted with the selected Channel(s).

Total broadcast recipients

Total number of Contacts that this broadcast will be sent to. Total broadcast recipients = Total Contacts in the Segment - Contacts not available on the selected Channel(s) - Contacts that never interacted with the selected Channel

Toggle OFF: Send message only to Contacts who have previously interacted with this Channel
When this toggle is disabled, the broadcast will send messages to Contacts who have interacted on the selected Channel AND Contacts that have access to the Channel but have not had any interactions yet.

Here are the details displayed in the Target Audience Breakdown for WhatsApp, SMS and Custom Channel when the Toggle is OFF.

Item

Description

This will be the first message received over this Channel by {n} of the recipients.

The number of Contacts that will receive this broadcast as their first message.

Total Contacts in the Segment

The number of Contacts that are currently in the selected Segment.

Contacts not available on the selected Channel(s)

The number of Contacts that are in the selected Segment who do not have the selected Channel(s).

Total broadcast recipients

The total number of Contacts that this broadcast will be sent to. Total broadcast recipients = Total Contacts in the Segment - Contacts not available on the selected Channel(s).

Last Interacted Channel

Here are the details displayed in the Target Audience Breakdown for Last Interacted Channel.

Item

Description

Total Contacts in the Segment

The number of Contacts that are currently in the selected Segment.

Contacts without a Last Interacted Channel

The number of Contacts who never send or receive a message.

Contacts with an unsupported Last Interacted Channel

The number of Contacts who the Last Interacted Channel does not support Broadcasts (for e.g. email).

Contacts on excluded Channel(s)

The number of Contacts in the Last Interacted Channel that have been excluded from the Selected Channels.

Total broadcast recipients

The total number of Contacts that this broadcast will be sent to. Total broadcast recipients = Total Contacts in the Segment - Contacts without a Last Interacted Channel - Contacts on excluded Channel(s).

Make sure that your Contacts have valid phone numbers and are expecting messages from your business. If you receive too many spam reports, your account may be flagged.

Schedule Broadcast and Customize Send Rates

Step 10: Decide when to send the broadcast. You may send a broadcast immediately, or schedule it for a later date and time.

Step 11: You may customize your send rate based on a maximum limit of the total number of messages sent per second, minute, or hour. However, the rate to send messages cannot exceed 7 days. Should the speed exceed the channel limit, broadcast messages may fail to send, as the channels may block them, which counts towards broadcast usage.

- Custom Send Rates are only available as an add-on. Contact us for more information.
- If send rate is not configured or not available, the broadcast will be sent as soon as possible with a limit for each Channel.

Send Broadcast

Step 12: Confirm and verify the recipients and broadcast content > click Send Broadcast.

Scheduled broadcasts will be sent at the specified date and time and will appear in the "Scheduled" status.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

How to Start a Workflow Based on Broadcast Response

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