Creating a Broadcast

Setup The Foundation

• Go to 'Broadcasts' from the main navigation panel on the QuickReply app.

• Click on ‘Create WhatsApp Broadcast’

• Give a name to your Broadcast.

• Select the Broadcast category between:

• Add 'Tags' to broadcast to help in easy identification later

  • Either choose an existing tag from the dropdown

  • Or type in and create a new tag

• Click on 'Save & Continue.'

Select a Template

• Choose a WhatsApp Template from the list approved by Meta.

• Preview the template on the right and ensure it aligns with the campaign goal.

• Click on 'Save & Next'

Select Recipients

• Click on 'Select Recipients'

• Select from:

OR

Provide Content for Variables

• Upload an image/video/document (if any) from your device while making sure that it is in the recommended size and format

• Define the variables in the body:

  • You can define variable values as

    • Static (enter manually) OR

    • Dynamic

      • Select attributes like 'First Name,' 'Last Name,' and so on from the Shopify data, if your recipient's source is a Shopify segment.

      • Select Excel column names like "Column A", "Column B" from the Excel file if your recipient's source is an Excel file

      • If the selected data isn't available, add a Fallback Value to be used. The same fallback value will be displayed in the preview.

• Define the content of the URL button:

  • Add a URL that will redirect users upon clicking. It must start with "http" or "https"

  • Static values

    • If a variable has a consistent value for all recipients, input that value directly into the text box.

  • Dynamic values

    • If you want to send different links to each recipient, you can use an excel file column or shopify segement data to populate values.

    • You will also need to define the fallback value to be used incase of an error value.

    • For an excel column, QuickReply smartly identifies error urls and asks you either to

      • Skip those recipients or

      • Use fallback value

Map User Attributes (optional)

Using this option, you can map attributes of a user profile in quickreply with the updated values from the values provided.

• Click on the toggle to enable attribute mapping

• Click on Add new attribute.

• Select the corresponding user attribute field (e.g., Name, Email, Other user attribute).

• Define excel column or Shopify segment data to use as source data for attribute. If you want to overide the existing attribute data of a customer with updated data provided, check this option.

• Click on 'Save & Next' to move to the next screen

Bot Mapping for 2-way Broadcast Engagement

Here you can define which bots to engage when recipient replies

• By default you will need to,

  • Define 'Bot to engage when recipient replies with anything else'

    • Choose a pre-trained or custom bot from the dropdown

• If your template has atleast 1 quickreply button, you will get the following option to

  • Define 'Bot to engage when recipient replies with quick reply buttons'

    • Choose a pre-trained or custom bot from the dropdown

UTM Parameters

• Enable UTM Tracking in the broadcast settings.

• Define parameters:

  • Source (e.g., WhatsApp)

  • Medium (e.g., Broadcast)

  • Campaign Name (e.g., Broadcast Name)

  • ID

  • Term

This allows source tracking within third-party reporting tools such as Google Analytics.

Smart Audience Filtering

• Enable filters such as:

  • Dead Audience Filtering

  Skip recipient(s) if the contact has not engaged with your WhatsApp number for the last desired number of days.

• Marketing Message Frequency Control

Skip recipient(s) if the contact has already received a certain number of marketing message(s) in a defined time.

• Duplicate Filtering

This will be enabled by default to skip recipient(s) if a duplicate contact is found.

Messaging Limit Check

WhatsApp has daily messaging limits based on business verification status. Be defining the messaging limit, you automate what should be done when your limit exceeds.

You can either:

• Pause broadcast (recommended)

  The broadcast will automatically continue as soon as the limit is available

• Skip the Messaging limit check and try sending it to all

• Click on 'Save & Next' to move to the next screen

Schedule Time

Determine when the broadcast starts running:

• Click on the 'calendar' icon to choose your preferred date and time. Latest you can schedule a broadcast is 15 minutes from current time.

• Hit 'Confirm' to schedule

Retry for Failed Messages

QuickReply provides 2 methods to recover marketing messages failed due to Meta's frequency capping:

• Auto-Retry of Failed Marketing Messages

  • In this, the system retries the delivery of failed messages at different times defined by the user.

  • While setting up auto-retries, a maximum of 3 retries can be set and we recommend scheduling retries with a minimum 24-hour interval to maximize the chances of successful deliveries.

• Smart Utility Fallback

  • For the remaining failed messages, the system sends a utility message that seeks consent from the customer to re-deliver the failed message. If the customer engages, the marketing message is delivered instantly.

  • This feature involves sending an additional utility message for each failed message which incurs extra cost.

  • The marketing template message is converted as a session message and sent when the user engages with the utility message. Important - this converted message is charged the same as a marketing message.

  • We recommend using this method after auto-retries to minimize the extra cost incurred.

  • Smart Utility Fallback currently supports standard marketing templates only.

Send Test Message

Before sending the broadcast, test it on a sample recipient.

• While sending test message:

  • The variables will be populated with values from the fallback value.

  • The user attributes will not be updated.

Review and Publish

Review the:

• Estimated spend

• Schedule and retry failure

• Message, recipients, and settings

• Tracking & audience eiltering

• Click 'Schedule Broadcast' and voila! You have successfully scheduled your first broadcast message.