Creating Campaign
Last updated
Last updated
Now let's explore how to work with broadcasters, the Broadcaster has two menus Campaign & Reports, Click on the Campaign menu to start sending messages.
Give a name to the campaign for internal reference which will shown in the report section.
Specify through which channel the message should go, if you are using WhatsApp Web Automation then please select the WhatsApp Web Automation.
Make sure the selected Channel is connected / active in your account before sending any messages.
From here we need to select the source of the contact. That is whether we are selecting the contacts from the contact module or whether we are copy and pasting the numbers or whether we are uploading via an Excel or CSV sheet.
Here we will be able to select the contacts added from the contact module and sent them and we will be able to segment the contacts according to our needs and thus send personalized messages to the contacts.
This tool helps you to segment the existing subscribers and send messages. Target subscribers easily with segment filters like Subscribed Date, Last Interaction Time, Name, Number, Category, Tag and Attribute Value like Age, Gender, Email, Website etc.
You can create and save a filter criteria to reuse the same , to reuse click on "Saved Lists" and use it.
By enabling this you will be able to send message to the selected whatsapp group
Note: this is only available if you are choosing the whatsapp web automation channel.
Note: Maximum 10000 numbers are allowed.
Also remember to enter the numbers separated by comma.
By enabling this you can validate the number based on minimum and maximum length and add or remove prefix automatically.
By Specifying the maximum and minimum length of a number you will be able to automatically add or remove the prefix from the number without having to do it manually each time.
Note: Please note that this method only works for numbers from a single country
By clicking on this option you will be able to upload the contacts into Broadcaster via an excel or csv sheets
Here we will be able to customize sending messages to the customers.
Note:
Please note that the file size should be set at 10Mb and you can include a total of 10,000 record
Here also you have the option to enable or disable prefix and number validation.By enabling this function you will be able to automatically add or remove the prefix accordingly.
Note: Please note that this method only works for numbers from a single country.
By enabling this function you will be able to filter records from your excel or csv files.
For example if you are having 100 records and you only want records from 30 to 60 then you can give a minimum range as 30 and maximum range as 60 and then click on update. Thus you will be able to filter your records according to your needs by enabling this function.
Here we can compose the message to be sent out. We can select the options through which the three message types can be sent. Here you can use Quick Replies read more.
This allows businesses to send simple text messages with media to customers. It Supports attributes, media, emojis, Bold, italics, strike, can contain up to 5000 characters.
Body
Add your message contents and can use bold, italic, strikethrough, emojis to style your message, and also include additional attributes to customize it further.
Upload Via Gallery
Upload media files like image, video, Audio and document by clicking the edit button.
Upload Via Url
You can manually add the media url or can map the attribute value from CRM.
You can select from the pre approved templates and send it accordingly
Interactive
Here by selecting interactive we can make an interactive communication in our messages.
By using quick replies we can make interactions effortless and in this option you can use upto 3 quick reply Buttons on your messages We can drag the quick reply positions and remove quick reply by clicking the delete option. You can read more about the setting up here read more.
Using a list menu quick reply, customers can send a menu as a message with upto 10 lists or choices separated by optional sections and header, a great feature to showcase product categories, recent orders, and saved card details. You can read more about the setting up here read more.
WhatsApp templates are predefined message formats that allow businesses to send automated messages to customers via the WhatsApp messaging platform. These templates can be used to send notifications, alerts, and other types of messages. They are designed to be highly customizable and can be personalized with dynamic fields such as customer name and order details. The use of templates ensures that messages are consistent, and compliant with WhatsApp's policies, and helps businesses save time and resources in crafting messages.
Templates help you to start a conversation with customers who never wrote to you or when the contact 24-hour conversation session has expired.
All templates must be approved by Whats App before use, it may take up to 72 working hours to approve a template by Whats App so please plan your campaigns accordingly.
Here we can select from the list of pre approved templates
After selecting the template we can send the message and this can be seen in the preview section.
Note: Interactive and Templates are only available for whatsapp cloud and Official Channel
For your campaign, instead of composing a message you can easily trigger an existing chatbot to engage with your selected Contacts/Mobile Numbers using the “Trigger Chatbot" feature.This allows for immediate interaction with your selected contacts, ensuring they receive consistent messaging and timely responses. By automating these interactions, you can improve customer satisfaction and streamline your communication processes.
For example, Imagine you want to remind your past customers about an upcoming sale. Instead of crafting a detailed message for each individual, you can use the "Trigger Chatbot" feature to automate the process. You create a chatbot with a series of messages and questions that highlight the sale details and target customers who purchased in the last six months. When the sale is about to start, the chatbot automatically sends out the reminder, allowing customers to interact with it for more information or assistance. This saves you time while keeping customers informed and engaged, ultimately driving more traffic and sales to your business.
Steps to Trigger a Chatbot
After selecting the Contacts Source , Click on the "Trigger Chatbot" button in your campaign.
From the Select chatbot dropdown menu, choose the chatbot you want to trigger for the selected contacts.(See the below picture)
After selecting the desired chatbot , click on Send Now or Send later button as per your requirement.All the selected mobile numbers will be added to the chatbot.
Here we can set up follow up action for the customer if they have not responded to us within X days or responded back to us we can send follow up messages, templates and then
When contact not responded
You can set up another follow up message when the contact has not responded by not clicking any of the url or button. Here we can set when the message needs to be triggered when we have received no reply from the customer. We can set the trigger in days or in hours from the last message received.
Send a follow up message
Then another follow message can be sent to the customer. This also we can select from the simple, interactive or template format.
Trigger Connector
By enabling this option we can select a connector to perform one more action to contacts.Here there is even an option to create a new connector from here by clicking on create connector.
By creating a connector you can keep the users in a sequence by simply creating a delay in the connector.
Please be aware that this feature uses the last interaction time of each contact selected in this campaign. Therefore, it will only work if the contacts are selected from the "Select from Contacts" option.
When Contact responded
Here also we can enable a connector to do more than one action to the contacts that has responded. Here also we can either select an already existing connector or you can create a connector from scratch
Note:Kindly note this feature sets a context to each contact to this campaign's action i.e after the delivery of this message if a customer replies this action configured here will get executed, even if customer tagging reply to another message you send before.
Note : Follow up action is only possible if we are selecting numbers from the contact module
By enabling this you will be able to track the url and Button clicks on this particular campaign started by you and it will take one or many actions in the connector. Please note that whatsapp approved templates with Buttons cannot be tracked, We will only be able to track the interactive buttons.
For example consider the case where an Organisation is launching a new product and the user wants to track the user interaction thus by tracking the url and button clicks we can do further automations based on that.
Here also we can select an already existing connector or you can create a new connector from scratch from the create new connector option.
Note: Please note that all tracking will be done using the Picky Assist Connector feature and will be billed as per the limits you have for connector invocation, your current free limit is 20,000 and remaining limit is 10,000. Each contact click will be considered as one connector invocation.
This helps you to deliver messages based on each contact timezone to avoid receiving messages at odd hours and this feature help you to get maximum conversion. This feature really helps when you have contacts with different time zones added in your contact module.
Contacts found with Time zone
When we click on the view contacts you can see the details of the contacts and you can select a time as per your convenience and then you can select the templates accordingly
If no timezone found
If the system doesn't find the timezone of any contact then please select which timezone and time should we consider to deliver this message.
Here also we can see the number of contacts when you click on a view and we can add the time when we want to send messages to those contacts under that particular timezone. And we can select the templates accordingly to the contacts with whom we don't have the 24 hours session.
Note: Kindly note this campaign may take upto 24 hours to complete
Note : Time zone based delivery can only be enabled if you are selecting contacts from the contact module.
By enabling this option to send the campaign to contacts regardless of their existing flow or campaign. Note that enabling this will remove contacts from their current flow or campaign and include them in this campaign.
In Broadcaster, we have the option to select opt-out lists.Then while sending the message the numbers in the opt-out list will be removed from the sender's list. And in the report, the error message will be displayed against those numbers as ‘Opt Out Number.
You will able to track the messages which are not delivered because of the opt-out list as shown be
When you are ready with the campagin you have 2 option to send
Send Now and Send Later
Send Now
On clicking the "Send Now" button the campaign will send immediately
Send Later
Using the “Send Later” you can schedule a message to specific time, please note we use time zone from your profile to process the schedules messages.
You can easily send a campaign from the CRM module by selecting records or applying filters to target specific records. For example, if you want to send a campaign instantly from the CRM to customers from a specific product category, you can easily filter the customers using the CRM filter. Select those records, and by using the 'Send to Broadcast' option, you can quickly create the campaign with the filtered customers.
To send a campaign from the CRM module:
A campaign can be sent for records in the CRM module by either applying a filter based on criteria such as category, last interaction time, etc or you can also select all records in a module if required.
Note: Ensure the module contains a Mobile number field.
Once the desired records are selected, click on the “Send to Broadcast” option. (see the below picture)
A confirmation pop-up will appear– click "Yes" to proceed, and you’ll be redirected to the Broadcaster V2 page.
On the Broadcaster V2 page, Enter the Campaign Name, select the Application channel.
Review the exported number of records and then choose the "Mobile Number" field from the available fields list of the module. Only valid mobile numbers will be added to the campaign.
Valid numbers will be displayed once the mobile field is selected.
And now you can compose the message and send the message to the selected records of the CRM module.
