Broadcasts

Send announcements and messages to your audience.

Getting Here

This module is accessible by Owner and Manager only!

This module can be accessed from the side navigation menu under the menu item, Broadcasts.

The Broadcast Module

The Broadcasts Module allows you to send mass messages to all of your contacts, or target selected portions of your contacts based on tags and channel.

The Broadcasts Module has three separate views depending on your needs: Calendar, Scheduled, and History. You can switch between these views via the dropdown menu on the top left of the module.

Broadcast View

Calendar

In the Calendar view, you can view all broadcasts including the past and scheduled broadcasts. Use the arrows on the top right to navigate through the months.

Broadcast Calendar

Upcoming broadcasts will be indicated with a colored tab while past broadcasts are indicated with a grey tab. You may click on the item to find out more details about the broadcast and cancel it if it has not been sent.

Scheduled

In this view, you can see a list of broadcasts scheduled to be sent out at a specific date and time.

Scheduled Broadcasts

Tips: Use the 🔍 function to search for the broadcast you are looking for.

History

In this view, you can see a list of broadcasts that have been sent out.

Broadcast History

Tips: Use the 🔍 function to search for the broadcast you are looking for.

Managing Broadcasts

You can view the details of each of the broadcasts by pressing Edit under the More Actions, menu.

Broadcast Fields

Fields

Description

Broadcast Name

The name used to identify the broadcast

Broadcast Time

The specified time of when the broadcast to be sent

Occurrence

The frequency specified by the user to repeat the broadcast

Message Content

The content specified for the broadcast

Channel

The channel of which the target audience belongs to

Tags

The tags of which the target audience are tagged with

Target Audience

Estimated number of recipients who will receive the broadcast message based on the targeting options

Actions

You can perform the following actions with broadcast :

Creating a New Broadcast

Step 1: Navigate to Broadcast Module From the side navigation menu, select Broadcast from the menu

Step 2: Press ADD BROADCAST At the top bar, press the blue ADD BROADCAST button and the New Broadcast dialog should open up.

Create New Broadcast

Step 3: Name the broadcast Enter a name for your broadcast under the Broadcast Name field.

Step 4: Select the messaging channels Pick the channels you wish to send the broadcast to. Only contacts of the selected channels will receive the message. You may select multiple channels but bear in mind that not all channels support broadcast message.

Refer here for the list of channels that supports Broadcast.

Important: Depending on your plan, your monthly number of broadcasts may be limited.

Step 5: Specify the target audience

Next, you can choose to select your audience to broadcast to. This can be done by narrowing down your contact list by using tags or segments.

You can use tags to filter out the contacts or simply send the broadcast to all contacts under this channel.

Tips: At the bottom left of the dialog, you can find the estimated number of contacts that will be targeted under your current settings.

Step 6: Compose the message

Begin composing the message of your broadcast by pressing the blue Add Content. You can choose from the following content:

Content Types

Description

Text Message

Sends text as its own message.

Multiple Choice

Sends out a prompt and lists several options for the contact to pick from.

File or Image

Sends out a file or image from the platform. You can upload files to the platform in the Files Module.

Survey

Sends out a survey that you have created. You can create your own surveys under the Surveys Module. Note: Surveys are recommended to be placed last in broadcasts.

Each broadcast can only hold up to a maximum of 5 different content.

You can reorder the existing content by dragging the reorder button on the left of each content.

You can also remove the content by pressing the delete button on the right of the respective content.

Step 7: Schedule your broadcast

If you do not wish to send the broadcast immediately, you have the option of scheduling your message to be broadcasted at a specific time. This is done by marking the Schedule Broadcast checkbox.

Scheduling Broadcast

Fill in the date and time that you want the broadcast to be sent out and specify the specific time zone to be used.

You can also create recurring broadcasts to send out broadcast periodically. Recurring broadcasts can be sent out daily, weekly, or monthly.

If you do not schedule the broadcast, it will be sent out immediately instead.

Important: Note that broadcasts cannot be edited once they have been scheduled.

Viewing a Broadcast

In History view, you can view the details of each of the broadcasts by pressing View under the More Actions menu, .

More Actions Menu
Broadcast History Details

The Recipients field indicates how many of your contacts were sent this broadcast, based on your targeting options that you have set.

Editing a Broadcast

In Scheduled view, you can edit the upcoming broadcasts that has yet to be sent out. You can do so by pressing Edit under the More Actions menu, .

Cloning a Broadcast

If you wish to create similar broadcast, you clone existing broadcast and make necessary changes. There are two ways to clone a broadcast,

From More Actions menu

View or Manage Broadcast

Deleting a Broadcast

If you would like to delete a broadcast, it can be deleted from the space by choosing Delete from the actions menu.

Be careful when you delete a broadcast as it may be used by other users in the space. Bear in mind that the deletion cannot be undone.

Exporting Broadcasts

If you wish to export the broadcasts in the view, you can do so by selecting an export option from the More Menu. You can choose between exporting your contacts in a PDF or a CSV file depending on your business needs.

Tips: Exporting your broadcasts in PDF is better suited for viewing and sharing. Export them as a CSV file to be more easily edited.