Using WhatCX

Using broadcast lists, which are maintained contact lists, you can send messages to a large number of your consumers at once. If any of your clients respond to your message, their response will show up in your CHATS panel as a regular massage.

To start with creating a Broadcast on WhatCX you need to follow the below steps-

1. Login to your WhatCX account, navigate to the broadcast section on the left side, select Add Broadcast, and then give your Broadcast a name.        

2. After clicking “Create Broadcast,” you will be sent to the Template Creation page. If you want to use an existing broadcast template, you can choose that option from the template menu, or you can create a new one. Enter the broadcast message here, then click Next.

3.After clicking “Next,” you will land to Time Sensitive. You have 2 choices here –

• ‘Yes’ (Instant) – which implies the messages will be delivered within 15 minutes.
• ‘No’ (Batch Processing) – The message will be delivered to clients in batches and at a scheduled time.

After making the selection, click Next and move on.

4. You will then be prompted to choose the audience for your broadcast message after selecting the Broadcast delivery. Included here is the list of recipients you want to send the broadcast to. It can be of the following types –

• All Opted In – Here, the contacts added to our contact list and approved by the business will be taken.
• Contact List – You can select “Contact List” and send the broadcast to the group you wish to deliver messages to if you have established a customized view for a particular customer.
• Tag Selected – If you have created a tag, such as “Hot Leads,” and you only want people who have the “Hot Lead” status to receive the broadcast message, you can select “Tag Selected” as the audience type and continue with the other stages.
• Upload Contacts – The list of contacts you want to send messages to can be uploaded here. Please Note –
• • • The file should be a CSV file
    • Name, Mobile No. (with no prefix) and Country Code (No ‘+’ prefix to be used)
• Imported File – These are the documents that the contacts section imported.
• Intelligent Audience – Basically, it is a combination of New, Recently Active, and Inactive connections. You can choose “New” if you only want to send messages to newly added members. You can also choose “Recently Active Contacts” or “Inactive Contacts” if you only want to send messages to recently active or inactive contacts. Then click “Send” to continue.
  5. After choosing the audience, enter the message in the “Parameters and Media” box.
• The curly {{1}} braces are essentially used to specify the field value, and the definition of the value “1” must be explained in the Parameters section.
• Fallback value simply refers to the message that should be displayed to customers if there is no first name in the contact list.
• Now you need to define the {{1}} to the system in the Parameters section.
• In the screenshot, we want {{1}} to be the first name of the customer.
• In {{2}}, we have selected the Fixed Value as our ‘type’ and we want the customer to have the link to the website at the bottom of the message.
• You can choose any image, video, or other types of media to send as an attachment to your customers.

When you’re done, click the next button to move on.
6. Post creating your template message and fixing the parameters and media, you now have to review the contacts. In the ‘Review’ section, you can edit the contact details if you want or can delete a contact from the list.

7. After you have done the review of the message you reach to the 7th step which is to schedule the date and time for the broadcast message.

8. Post scheduling the broadcast date and time, you have to set the Broadcast Campaign setting where you need to take the following actions –

• Assign an Agent or team to reply to the response received after Broadcast.

If in case you click on Register and Enquiry on response, you need to create a default response message for the broadcast message.

9. Once you have set the Broadcast Campaign settings you will reach the final step which shows you the campaign estimate.