Engati - User Guide
Simplified Broadcast
Broadcast - Best Practices
4 min
1\ pre requisites for large broadcasts (preparation steps) prepare contact list in advance for large broadcasts (e g , 100,000 contacts or more), prepare your contact list hours before sending to ensure accuracy, start by uploading a sample list with 5 6 known numbers to test and observe any potential issues with formatting, delivery, or import processing include country codes for all international contacts to avoid delivery failures verify all contacts are correctly formatted, removing duplicates to maximize delivery success import your contact list through user > contact > import contact list in the engati app template management set up and finalize templates 24 hours in advance to allow for any necessary adjustments create duplicate templates that include all essential elements, such as clear instructions, call to action buttons, and an opt out option conduct internal testing on a small group within your team to catch any formatting errors, broken links, or blocked content before going live navigate to marketing campaigns > message template > “+ create new template” to manage templates kindly follow meta's template guidelines for best practices https //developers facebook com/docs/whatsapp/message templates/guidelines/ pricing will be applicable as per meta's conditions and rules, please refer here for more details https //developers facebook com/docs/whatsapp/updates to pricing/new template guidelines/ 2\ sending hygiene (steps for setting up and publishing the broadcast) broadcast execution best practices avoid running multiple, simultaneous broadcasts during high traffic times to prevent overload for your account delays rate limits from service providers coordinate broadcast schedules with clients, confirming that the timing, messaging, and audience are aligned with campaign goals use the test broadcast button liberally to send test messages to yourself before launching the broadcast to your full audience this helps catch last minute issues and provides a preview of the broadcast experience access the test broadcast option in marketing campaign > execution > create new broadcast > test broadcast opt out management ensure all templates include clear opt out options, such as "stop" or "unsubscribe," to comply with user preferences example a sample template might read, “reply stop to unsubscribe” or a button with stop label set up automated responses to instantly process opt out requests, removing or marking contacts who wish to unsubscribe prepare a sample template with opt out instructions to guide users on how to unsubscribe, promoting a positive user experience 3\ post sending activities after the broadcast is completed (follow up and optimization) retries and follow up actions enable automatic retries for messages that fail to send due to delivery issues, especially in large campaigns regularly review delivery reports to detect and address any delivery issues by adjusting settings or initiating retries where necessary client communication and feedback post broadcast, follow up with clients to discuss results, clarify any issues, and collect feedback for improvement for high impact campaigns, leverage insights from the broadcast to refine strategies and improve future broadcasts based on performance continuous process improvement evaluate the broadcast’s performance and identify improvement areas, such as contact list accuracy, template clarity, and client communication integrate team and client feedback to streamline workflows, enhance audience targeting, and ensure compliance with best practices in future campaigns
