# 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.
OR
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](https://docs.quickreply.ai/overview/messaging-channels/whatsapp/concepts#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](https://docs.quickreply.ai/overview/messaging-channels/whatsapp/concepts#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.