How To Send Bulk Messages/Broadcasts In CRM?

1. Click on Go To CRM

Click on Go To CRM

2. Click on Broadcast

Click on Broadcast

3. Click on Create New Broadcast

Click on Create New Broadcast

4. Type A “Broadcast Title”

Type A "Broadcast Title"

5. Select a Broadcast Type

You can either select Immediate OR Schedule

Select a Broadcast Type

6. If you select to Schedule, it will be Scheduled for a Future

If you select to Schedule, it will be Scheduled for a Future

7. Kindly Select the Schedules Date & Time

( The broadcast will be sent as per your local time zone set in your computer )

Kindly Select the Schedules Date & Time

8. You can Select to Send to All Your Contacts / Filtered Contacts

You can Select to Send to All Your Contacts / Filtered Contacts

9. If you select Filtered Contacts, You will see option of Segments, Kindly Click on it

If you select Filtered Contacts, You will see option of Segments, Kindly Click on it

10. If you have an existing Customer List / Filtered List kindly select from dropdown

If you have an existing Customer List / Filtered List kindly select from dropdown

11. Click on Load Condition From Selected Segment

Click on Load Condition From Selected Segment

12. Click on #1Message

Click on #1Message

13. Select your Channel.

Select your Channel.

14. Select Message Type as Template.

Session messages only get Delivered if the user is in a 24-hour Session Window whereas Templates are delivered to All users, it is suggested to use Template Messages.

Select Message Type as Template.

15. Select Your Template & Fill Variables

Select Your Template & Fill Variables

16. Before Saving Broadcast It is Suggested Test each Message

Enter your WhatsApp Number With Country Code Without + Sign “919999999999”

Before Saving Broadcast It is Suggested Test each Message

17. Click on Send Test Message

Click on Send Test Message

18. Click on Save

Click on Save

19. Click on OK

Click on OK

20. Click on Edit Icon to Edit any UNSENT Broadcast

Click on Edit Icon to Edit any UNSENT Broadcast

21. Click on Play Icon to Send Broadcast

Click on Play Icon to Send Broadcast

22. Click on OK

Click on OK

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