Engati - User Guide
Simplified Broadcast
Broadcast - Best Practices
4min
- 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.
- Broadcast Execution Best Practices
- Avoid running multiple, simultaneous broadcasts during high-traffic times (e.g., holidays) to reduce the risk of delays, rate limits, or blocked templates.
- 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.
- 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.
- 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.
Updated 14 Nov 2024
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