This module can be accessed from the side navigation menu under the menu item, Broadcasts.
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.
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.
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.
In this view, you can see a list of broadcasts scheduled to be sent out at a specific date and time.
In this view, you can see a list of broadcasts that have been sent out.
You can view the details of each of the broadcasts by pressing Edit under the More Actions, menu.
The name used to identify the broadcast
The specified time of when the broadcast to be sent
The frequency specified by the user to repeat the broadcast
The content specified for the broadcast
The channel of which the target audience belongs to
The tags of which the target audience are tagged with
Estimated number of recipients who will receive the broadcast message based on the targeting options
You can perform the following actions with 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.
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.
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.
Begin composing the message of your broadcast by pressing the blue Add Content. You can choose from the following content:
Sends text as its own message.
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.
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.
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.
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.
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.
In History view, you can view the details of each of the broadcasts by pressing View under the More Actions menu, .
The Recipients field indicates how many of your contacts were sent this broadcast, based on your targeting options that you have set.
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, .
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
If you would like to delete a broadcast, it can be deleted from the space by choosing Delete from the actions menu.
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.