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 " https //help engati ai/whatsapp sandbox feature to test your bot flow on the whatsapp channel https //help engati ai/whatsapp sandbox 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 create new broadcast create new broadcast 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 https //docs engati ai/documentation/broadcasts/send whatsapp template message/ , 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, https //www engati ai/blog/frequency capping?utm source=platform\&utm medium=broadcast history\&utm campaign=error code to know more about the same https //developers facebook com/docs/whatsapp/cloud api/support/error codes/ to check the full list of error codes broadcast disclaimer & confirmation before publishing or scheduling a whatsapp broadcast to more than 5,000 contacts using a template message , users must confirm compliance with best practices a checkbox will appear with the following message by default, the checkbox will be unchecked if the user attempts to send the broadcast without checking the box, an error message will appear "kindly check the above to send " additionally, a notification email will be sent to account owner portal user publishing the broadcast please contact your whatsapp provider or engati support team ( https //support\@engati com ) for more information on the same broadcast apis broadcast apis 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 ai/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 sample curl request curl location 'https //api engati ai/bot api/v1 0/customer/93630/bot/75e8299d3eb84677/broadcast' \\ \ header 'authorization basic 42869162 943c 4719 8dbd 3200cba1e127 hjdmhd3' \\ \ header 'content type application/json' \\ \ data '{ "publishedon" "2024 03 04t02 56 00 170z", "broadcastid" null, "broadcasttitle" "testing broadcast", "audience" { "rule" { "channels" \[ "whatsapp" ], "segmentname" "api broadcast" } }, "payload" { "type" "direct", "content" \[ { "type" "text", "data" { "message" "welcome!! how are you?" } } ] }, "scheduledbroadcastmodel" null }' tracking broadcast status 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 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) managing sent broadcasts 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 https //help engati ai/retargeting broadcast if you face any issues or queries please reach out to us at mailto\ support\@engati com