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:

Promotional

Choose the Promotional category if the broadcast is intended to drive sales and you want to track:

Revenue generated
Amount spent
Orders attributed
Return on investment
Conversion rate
Link clicks, button clicks, click-through rates

Transactional

Choose the Transactional Category if you want to track:

Messages read
Conversion rate
Link clicks, button clicks, click-through rate

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:

Customer Segments on Shopify

Create multiple Customer Segments
Sync them with QuickReply.ai
Dynamically gets updated with new users getting added to it.

Excel File

Use the Excel File option.

Ensure column headers are labeled as phone, {{1}}, {{2}}, etc.
Use contacts of users who've interacted with your brand.
Avoid third-party contact data to maintain WhatsApp API Account Health.
Choose the column that contains phone numbers
And a default country code, in case the phone numbers do not have a country code already attached
Click on 'Confirm' to move on

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.