---
title: Broadcast - Best Practices
slug: broadcast-best-practices
docTags: 
createdAt: 2024-11-14T11:10:36.173Z
---

### 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.

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- **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.

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:::Paragraph{listStyleType="disc" listStart="5" indent="2"}
Kindly follow Meta's template guidelines for best practices: [Meta](https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/)
:::

:::Paragraph{listStyleType="disc" listStart="6" indent="2"}
Pricing will be applicable as per Meta's conditions and rules, please refer here for more details: [Meta](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*.

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- **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.