Go to the Broadcast workflow which is accessible from the left Navigation as Broadcast.
If in case you don’t have an active WhatsApp business number readily available, you can use the "WhatsApp Sandbox" feature to test your bot flow on the WhatsApp channel.
Note: It would be available only if your bot is not deployed on the WhatsApp channel.
To provide you the ease of testing your broadcasts, we’ve made the ‘WhatsApp Sandbox’ and ‘Create New Broadcast’ options available in all three sections i.e. Broadcast History, Scheduled Broadcast, and Draft Broadcasts.
Create New Broadcast
Once you click on the ‘Create new broadcast’ button, it would open a section to be completed.
While creating a new Broadcast, you must provide the following details:
-
Broadcast Name - Provide a name related to the context of your broadcast, it would be useful for your future reference.
-
Target Channels - Select the deployed channel that you want to use to send the broadcast.
-
Broadcast Type - You get the following options to personalize your broadcast message:
-
Send a Message: This type of broadcast is non-interactive. The receiver will see a Message
-
Send Message with options: This type of broadcast allows the sender to receive input from the receiver
-
Trigger a path: This option takes the receiver through all the flows defined in a path. While creating a new Broadcast, think of it as a way of re-engaging your users and getting them to start interacting with your chatbot again. This means that avoid triggering paths to just deliver a lot of content to users.
-
Send template message (Only for WhatsApp channel)4.1 Broadcast Message - For the Send Message and Send Message with options broadcast type, you can add a text message.4.2 Target segment - There are two options available for selecting your target user group:1. Contact list (Only for WhatsApp channel) - Select the contact list that you’ve already uploaded or you can upload a new contact list by clicking on the ‘Import Contact List’ option. 2. Segment - Using ‘all users’ option you can include all the users that have previously interacted with your bot or you can select the custom segment created.
4.3 Schedule - As the title suggests, this option allows you to define a set schedule for when you want the broadcast to be initiated/published. You could publish a broadcast as a one-time or recurring occurrence. If recurring you can opt to select the frequency and the time period during which the broadcast will continue to be active.
This feature is available if you have an active WhatsApp setup with – 360Dialog, Kaleyra. Navigate to ‘Configure’ and ‘WhatsApp’ to set up your WhatsApp account. Note: Template messages are charged on per message basis. Please contact your WhatsApp provider or support@metahumans.ltd
5. Tracking broadcast status:
As a part of the Broadcasts, users will be able to download the target user and failed users list by clicking on their respective statistics number. The downloaded file will be available as a CSV and will have the following information,
-
User id
-
User name
-
Email
-
Contact number
-
Platform/channel (on which the broadcast was sent)
-
Timestamp
-
Status
-
Reason for failure (available only for WhatsApp – 360dialog)
For the sent broadcasts, you get the following options such as:
a. View Broadcast
b. Copy Broadcast
c. Export Broadcast
d. Retry Broadcast
a. View Broadcast:
Once you click on the ‘View Broadcast’ option, it will open a window with the following detail:
-
Channel - a specific icon for the chosen channel will be displayed.
-
Completion time - It displays the date and time when the broadcast was sent.
-
Target Users - It indicates the count of valid phone numbers or users included in your broadcast's target segment or contact group.
-
Failed Users - It indicates the count of invalid phone numbers or users that are excluded from the target segment or contact group for your broadcast.
-
CTA (URL Clicks) - It shows the count of clicks made by your targeted user group on the CTA (Call-to-Action) button.
-
Sent - The message acknowledged as sent by the channel to the number of users.
-
Delivered - The message acknowledged as delivered by the channel to the number of users.
-
Read - Messages read by the number of users and acknowledged by the channel.
-
Click rate - Messages on which buttons were clicked by your target audience (only button clicks with type as quick reply are captured by WhatsApp)
You also get an option to Retarget the broadcast.
b. Copy Broadcast:
You can choose this option if you want to edit and reuse the same broadcast for a different group of users.
c. Export Broadcast:
If you require a detailed report for the sent broadcast, you can generate it by clicking on the 'Export Broadcast' option. This action will trigger the download of a zip file that contains an Excel sheet of your broadcast report. The Excel sheet will provide you with comprehensive information on the broadcast, allowing you to analyze the data and gain insights into the performance of your message.
d. Retry Broadcast:
In the event that there are any failed users in your sent broadcast, you will have the option to retry the broadcast for those users. To retry the broadcast, simply click on the 'Retry Broadcast' option. This action will allow you to re-initiate the broadcast for the failed users, ensuring that they receive the message as intended.
