Creating a Broadcast
Engati makes it super easy for you to create a Broadcast. Simply 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. Click here to know more.
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.
Once you click on the ‘Create new broadcast’ button, it would open a section as below -
- Broadcast Name: Enter a descriptive name for your broadcast. This name will be visible to you, helping you easily identify and manage your broadcasts.
- Target Channel: Select the channel you want to broadcast to. You can choose from various channels, including WhatsApp, Instagram and many more.
If you select WhatsApp as your channel, there is an additional field called "Broadcast Objective"
Broadcast Objective: Select the objective or desired outcome for the broadcast you want to send. The following are the objectives you can set:
- Increase Website Visits
- Promote offers
- Increase Brand Awareness
- Engage Customers
- Increase Sales
- Capture lead details
- Retarget Customers
- Notifications
- Others
- Broadcast Type: Select the type of broadcast you want to create. You get to the following options to peronalizeyour broadcast message:
- Send 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
- Broadcast Message : For the Send Message and Send Message with options broadcast type, you can add a text message.
- Target Segment : There are two options available for selecting your target user group:
- 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.
- 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.
- Schedule Broadcast : You can choose when you want to send your broadcast. You can either send it immediately or schedule it for a later date and time. Schedule Broadcast 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. Visit the detailed documentation here, to know how to send whatsapp template messages to the new and existing users
Note:
- Template messages are charged on per message basis.
- Meta has limited the number of WhatsApp Marketing Template messages a user can receive, click here to know more about the same. Click here to check the full list of error codes.
Please contact your WhatsApp provider or Engati support team (support@engati.com) for more information on the same.
Proceed by following the steps provided below to initiate a broadcast using APIs.
Step 1 : In order to send broadcast via API, you need to firstly create a segment. Navigate to User > Segments > +Add Segments.
Step 2 : Fill in the required fields with the valid values.
- Segment Name: This field allows users to enter a name for the new segment.
- Attributes: This field allows users to select the attributes that will be used to define the segment.
- Conditions: This field allows users to specify the conditions that users must meet in order to be included in the segment.
Step 3 : Open you Postman and enter the values as mentioned below: Method : POST Request URL : https://api.engati.com/bot-api/v1.0/customer/<customerId>/bot/<botkey>/broadcast
Note : To get your Customer id, Bot key and API key, navigate to Integrations > Engati API. To generate an API Key : Click on "+Create App"
Step 4 : In the headers field enter the below mentioned key and value :
- Authorization : Basic <API key>
- Content-Type : application/json
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 as highlighted in the image. The downloaded file will be available as a CSV.
The downloaded CSV file will be having the following information :
- userId
- username
- email
- contactNumber
- platform (on which the broadcast was sent)
- timestamp
- status
- Reason_for_failure (available only for WhatsApp – 360dialog)
Explore the various options available for managing sent broadcasts. With these features, you can efficiently monitor and control your broadcast messages, ensuring effective communication with your audience.
Navigate to Broadcast > Broadcast History.
View Broadcast
Once you click on the ‘View Broadcast’ option, it will open a window as shown below
- Channel: The channel through which you send the broadcast.
- 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 (Delivery rate): The message acknowledged as delivered by the channel to the number of users.
- Read (Open rate): Messages read by the number of users and acknowledged by the channel.
- Click rate (Quick reply buttons): Messages on which buttons were clicked by your target audience (only button clicks with type as quick reply are captured by WhatsApp)
Copy Broadcast
You can choose this option if you want to edit and reuse the same broadcast for a different group of users.
Once you click on the ‘Copy Broadcast’ option, it would open a window as shown:
You can fill in the necessary fields accordingly and broadcast the same to target different user groups. Additionally, you have the flexibility to modify attributes or images as needed.
Export Broadcast
If you need a comprehensive report for the broadcasts you have sent, simply click on the 'Export Broadcast' icon, with the flexibility to choose a date range that suits your needs.
This will initiate the download of a zip file containing an Excel sheet detailing your broadcast report. The Excel sheet offers extensive insights into the performance of your message, enabling you to analyze the data effectively.
The downloaded report will have a format similar to this.
Retry Broadcast
If any users fail to receive your broadcast, you can retry it for those users by clicking on the 'Retry Broadcast' option.
This will enable you to resend the broadcast to the failed users, ensuring they receive the message as intended.
By clicking on the "Confirm" button, the broadcast will be sent to the failed user.
Retarget Broadcast
The retarget broadcast option simplifies resending broadcasts to the same audience, offering flexibility to choose whether to target users who missed the initial broadcast or those who have already read it.
This feature streamlines communication efforts, ensuring messages reach their intended recipients effectively while providing control over audience engagement.
You can gain further insight into Retargeting Broadcast.
If you face any issues or queries please reach out to us at support@engati.com