Broadcast

Broadcast

Broadcast

Idea
Recommendation
Before creating a new Broadcast, we recommend that you first have a clear idea of the Audience (to whom you want to send the broadcast), the message (its content and design), and the time of delivery.

On this page, we will guide you step by step on how to create a Broadcast. Once you're ready to start, navigate to the top panel labeled "Broadcast."



1. To begin, click the "New Broadcast" button located at the top-right corner of the screen.

Name, Description, and Channel

2. On the left-hand side, choose a name for the Broadcast and write a description. Although the description is optional, it can help distinguish similar broadcasts.



Idea
Recommendations
  1. We recommend using a naming convention for all your broadcasts to make them easier to locate. For example: Summer Coupon 04/2024.
  2. Additionally, check the 24-hour messaging limit for your WhatsApp account, which you can find in the Channels panel. Staying within this limit will prevent disruptions to your Broadcast.



3. On the right-hand side, select the channel from which you want to send the Broadcast. Then, click "Next" to proceed.



Include Audiences

4. At the top, select the Audience for the Broadcast or if you want to send the message to all Channel users.



4.1 If you need to create a New Audience, click on “Create Audience”.



4.2. To add Contacts to the new Audience, decide the data source and the type of Audience you want to create:



Import Contacts

Add Contacts from an external document in .CSV format.

Choose a name for the Audience and write its description. The "Description" is optional, but it will help you differentiate similar Audiences. Click “Next” to proceed.



Select or drag the document from which you will extract the contact information. Click “Next” to proceed.



Match the extracted information from the document with the corresponding fields in WOZTELL. The third column will display an example of a contact to help with matching. Click “Next” to proceed.



Warning
Note:
The External ID is the PHONE NUMBER in WhatsApp, Facebook ID, or Instagram ID. 
Select or create an identification tag for the Audience.



Click “Start Import” to complete the process.
Notes
Note
Audiences created from imported Contacts in .CSV format are Static Audiences. These lists do not update automatically; any changes must be made manually.

Static Audience

A fixed contact list generated through filters in the WOZTELL platform. If you need to update it, manual adjustments are required.

When creating a Static Audience, a pop-up with the Contacts panel will open:

On the left-hand side, you can add filters to help locate the necessary Contacts.



In the center, all Contacts that match the filters will be displayed, and you can select them one by one or in bulk.



On the right-hand side, you can view all selected Contacts.



To complete the import of Contacts, click “Confirm.”

Dynamic Audience

A contact list that updates automatically whenever Contacts meet the filters configured in the WOZTELL platform.

When creating a Dynamic Audience, a pop-up with the Audience criteria panel will open:

On the left-hand side, you can add dynamic filters or criteria to select the necessary Contacts.



On the right-hand side, you can view all Contacts that meet the selected criteria.



4.3. To complete the import of Contacts, click “Confirm.” Once all Contacts have been successfully imported, the Audience will automatically be added to the Broadcast.

5. At the bottom of the screen, select the part of the Audience you want to exclude. By default, the “Unsubscribed” list will always be considered. Click "Next" to proceed.



Broadcast Message

6. To begin crafting the message, choose one of the three options: WhatsApp Template Library, Use Your Approved Templates and Create Your Template



Notes
Note
Different messaging platforms apply specific broadcast policies. Refer to the following guidelines for integration with Facebook and WhatsApp Cloud:
  1. Facebook Message Types
  2. WhatsApp Message Templates
To learn more about using and setting up variables, visit: https://doc.woztell.com/docs/reference/member-reference

WhatsApp Template Library

Quickly create templates using pre-approved designs by Meta to simplify message creation and ensure compliance with WhatsApp policies. These templates are limited to Utility Templates, which are tailored for specific purposes like account updates, order tracking, payment reminders, and customer feedback.

When you select this option, a panel will display the available templates. Use the search filters to find the appropriate template by industry, account updates, order statuses, payment reminders, and customer feedback. You can also select the language in which you want the template to be written.



Once you choose a template, a pop-up window will appear for you to add the template name and the relevant links. If the template is ready to be sent, click "Submit" and proceed to Step 7.



6.A-1 If you need further customization, click "Customise", which will take you to the template builder. Keep in mind that the template will need approval before it can be used.



In the template builder the fields will be auto-filled, but you can adjust the content as needed.

6.A-2 At the top, maintain or modify the template name. The name must only contain lowercase alphanumeric characters and underscores (_); no other characters or spaces are allowed.



6.A-3 On the bottom-left, the default language will be selected, but you can add more languages if needed.



6.A-4 In the central section, you can edit and customize the content of your template. The available elements include:
  1. Header: Title or type of multimedia content to be used for the message header. (Optional variable)
  2. Body: Text of the message in the selected language. (Mandatory variable)
  3. Footer: A short line of text at the end of the Body. (Optional variable)
  4. Buttons: Action buttons located at the end of the message, encouraging Contacts to interact with it.


Notes
Note:
You can always return to the Meta template panel by clicking "Back to Message Template List."



6.A-5 At the bottom right you will see a preview of your Template.



6.A-6 After making the necessary changes to your New Template, click "Submit" and proceed to Step 7.

Message Personalization with Variables

Some WhatsApp templates include variables in the messages, with text placeholders like {{1}} in the "Body".



You can either leave these spaces as is and manually complete them each time you send the message, or you can set up a code to automatically personalize the message.

If you choose automatic personalization, replace the placeholder with a specific variable, such as {{firstName}}, so the system inserts the relevant data automatically when sending.



To learn more about using and setting up variables, visit: https://doc.woztell.com/docs/reference/member-reference/ 

Use Your Approved Templates

Select one of your previously approved templates that are ready to use. This option does not require new approvals, allowing you to proceed directly to Step 7.

Create Your Template

Configure a new template from scratch.

6.B-1 If you need to create a New Template, click on “Create Your Template.”



6.B-2 At the top, choose a name for the Template. The name can only contain lowercase alphanumeric characters and underscores (_). No other characters or spaces are allowed.



6.B-3 At the bottom-left, select the languages in which you will create the New Template. At least one language must be added.



6.B-4 At the bottom-center, select the type of Template you want to create.



6.B-5 At the bottom-right, you will see a preview of your Template.



6.B-6 Select the type of Template you want to create based on the message type and its purpose:

Marketing Templates

Used to send promotions or information about your products, services, or business.
If you select this type of template, you must choose from the following categories:
  1. Custom: For promotional offers, advertisements, and more. Designed to increase awareness and engagement.
  2. Multi-Product: Displays up to 30 products from your catalog, organized into up to 10 sections, in a single message.
  3. Catalog: Allows you to showcase your entire product catalog within WhatsApp.
  4. Coupon: Includes a button that enables recipients to copy promotional offer codes with a single click.
  5. Limited Time: Displays expiration dates and countdown timers for expiring offers.
  6. Carousel: Sends media along with buttons, showcasing up to 10 cards that can be scrolled horizontally.
  7. Flow: Provides interactive experiences for your users, enabling various interactions, engagements, and monetization opportunities for your business.


Utility Templates

Used to send messages about an existing order or account.
If you select this type of template, you must choose from the following categories:
  1. Custom: For order tracking, status updates, customer contact, and other communications that provide relevant and useful information.
  2. Flow: Provides interactive experiences for your users, enabling various interactions, engagements, and monetization opportunities for your business.


Authentication Templates

Used to send verification codes to authenticate a user.



After selecting the type and category of the template, click "Continue" to proceed.
Notes
Note:
You can always change the Template category by clicking the settings icon. Select the new Template category and click “Change Category” to confirm.




Info
Marketing and Utility Template Structure
Depending on the category and type of Template selected, the template builder will vary. However, Marketing and Utility Templates generally have the following structure:
  1. Header: Title or type of multimedia content to be used for the message header. (Optional variable)
  2. Body: Text of the message in the selected language. (Mandatory variable)
  3. Footer: A short line of text at the end of the Body. (Optional variable)
  4. Buttons: Action buttons located at the end of the message, encouraging Contacts to interact with it.


For Carousel Marketing Templates, the structure differs:
  1. Body: Message text in the selected language. (Mandatory variable)
  2. Carousel Settings: Define the type of Header and Buttons for the Carouselcards. The Header can be an image or a video, and the Buttons can be a link, a quick reply, or a phone number.
  3. Carousel Cards: Create content for each Carousel card. Each card includes a Header, Body, and Buttons.



Info
Authentication Template Structure
Unlike Marketing and Utility Templates, Authentication Templates have the following structure:
  1. Body and Footer: Includes the code expiration time in minutes (from 1 to 90 minutes). This text cannot be modified.
  2. Buttons: Action buttons located at the end of the message. These help the Contact complete the authentication process.


Notes
Note:
We recommend adding a Footer or an “Opt-out of marketing” button to allow Contacts to request the cessation of Marketing Broadcasts. This can help reduce customer blocks and improve the quality score.

6.B-7 Compose and create the content of your new template. To confirm the message and proceed, click “Submit.”

Message Personalization with Variables

WOZTELL allows you to personalize messages using dynamic variables. These can be easily configured in the template editor to include specific information for each contact, such as names or relevant details.

Click “Add Variable” in the editor to insert a placeholder like {{1}}.



You can either leave this space blank to manually fill it each time you send the template or configure a code for automatic message personalization.

For automatic personalization, replace the placeholder with a specific variable, such as {{firstName}}, so the system automatically inserts the appropriate data when sending the message.



To learn more about using and configuring variables, visit:  https://doc.woztell.com/docs/reference/member-reference/

Sending a Broadcast

7. Select the Template you want to send and confirm its status (Pending or Approved).




Warning
Notes:
  1. If you have created a New Template, you must wait for its approval. Approvals depend on the Channel's quality and are usually completed within minutes.
  2. Templates can only be modified once every 24 hours.

8. Choose the language of the Template in which you wish to send the message.



9. After selecting the Template and the language, the message will be previewed on the right side of the window. To proceed, click “Confirm.”



Warning
Notes:
In case the Template has a media file, you will have to select the corresponding file again.
  1. To do so, click “Choose from Media Library.” A media library will open on the right side, where you can: Select the file from your computer, Copy the file ID from the library or Choose a recently used image. Click “Confirm” to proceed.



If your Template contains variables in the message, you must complete the corresponding information or code the message as previously described.



10. On the left side, review all relevant Broadcast details, such as Name, Channel, and Audience. Carefully check this information before proceeding.



Idea
Recommendation
By clicking “Send Test,” you can send a test of the Broadcast to ensure everything works and displays correctly. A pop-up window will appear where you must: Add the country code and phone number to send the test. Confirm by clicking “Send Test” again.



11. In the central panel, verify the content of the Broadcast message. Carefully review all the details before proceeding.



12. On the right side, you can choose to add or select a tag and send or schedule the Broadcast.



13. To finish, click “Send” or “Schedule,” depending on the chosen option. Ensure that all necessary details are completed before clicking the final button.

Notes
Notes:
  1. Each Broadcast can either be sent immediately or scheduled by specifying an exact date and time for the system to initiate the delivery. Without this configuration, the Broadcast can only be saved as a “Draft.”
  2. The “Add or Select a Tag” option allows you to mark the audience with a self-defined tag, which is helpful for future analysis.

Broadcast Launch

Once you have clicked the “Send” or “Schedule” button, a pop-up will appear to confirm the Broadcast's delivery or scheduling. Select “Send” or “Schedule” again for the final confirmation.



If Sent

A pop-up will appear during the sending process. The Broadcast can no longer be edited.



If Scheduled

A pop-up with scheduling details will appear. You can edit the Broadcast before the scheduled date and time by clicking “Edit.”



Broadcast Analysis

In the Broadcast panel, you can view the status of all your broadcasts and analyze their results.

At a glance, you can identify broadcasts by their Name, Channel, Status, and Sending or Scheduling Date.



Once the Broadcast has been sent, you will see a summary of the results in the columns "Opened," "Not Opened," or "Failed."

To review more detailed information about a Broadcast, click on "Details."



On the left-hand side, you will find all the details of the Broadcast: Description, Channel, Audience, Template and Launch Start Date.



In the central section, you can see the results of the Broadcast delivery:
  1. Read: Users who have received and read the Broadcast correctly.
  2. Not Read: Users who have received the Broadcast correctly but may not have read it.
  3. Failed Delivery: Users who did not receive the Broadcast. To learn more about the error, click "Inspect."

Common Errors in Broadcast Delivery

Here are some common errors that might occur during Broadcast delivery, along with their potential causes and solutions:
  1. User's number is part of an experiment: This error occurs when the user's number is part of a WhatsApp experiment. Learn more at: https://developers.facebook.com/docs/whatsapp/cloud-api/guides/experiments
  2. This message was not delivered to maintain healthy ecosystem engagement: This happens when too many templates are sent without receiving user responses, which can affect ecosystem health.
  3. Message undelivered: Typically indicates that the recipient does not have an active WhatsApp account associated with their number.
  4. Other errors: A more comprehensive list of errors is available here: https://developers.facebook.com/docs/whatsapp/cloud-api/support/error-codes/
Notes
Note:
An increasing number of users have chosen to disable read confirmations in WhatsApp. As a result, even if messages are received and actually read, their reading status will not be recorded or counted.
On the right-hand side, you can view the previously sent message.



You're done! You now have your New Broadcast created. Remember to use your Contacts' information responsibly.

You can always return to the previous version of the Broadcast panel by clicking on the “Back to Legacy Broadcast” button in the lower-left corner of the window.
​

Best Practices for Creating and Managing Broadcasts in WOZTELL

Monitor Real-Time Delivery

Monitor the scheduled delivery time to ensure messages are sent correctly without interruptions. If sending the Broadcast immediately, make sure the system initiates the delivery process right away.

Facilitate Unsubscription

Always include a visible button or link that allows recipients to easily unsubscribe from future communications. This improves user experience and ensures only genuinely interested contacts remain subscribed.

Keep Your Audience Updated

Regularly review your audiences to ensure contact information is accurate and relevant. Use dynamic audiences to reflect changes in user behavior automatically.

Optimize Sending Times

Schedule your Broadcasts at times when your audience is most active. Well-timed delivery maximizes open rates and message impact.

Use Precise Segmentation

Create well-defined audiences to send relevant messages. Avoid including contacts who do not meet the message criteria to maintain effectiveness.

Review Delivery Results

After sending the Broadcast, analyze the metrics in the results panel. Use these statistics to optimize future Broadcasts and create retry audiences if needed.

Personalize Your Messages

Use dynamic variables in templates to make messages more relevant and specific to each recipient. Personalized messages drive higher engagement and trust.

Test Before Sending

Use the “Send Test” option to review the content, format, and delivery of the Broadcast. This helps identify and fix any issues before reaching the entire audience.

Respect Channel Limits

Before sending a Broadcast, check the 24-hour message limit for your WhatsApp account. This information is available in the Channels panel. Staying within this limit ensures uninterrupted delivery.

Analyze Delivery Metrics

Once the Broadcast is sent, analyze the metrics in the results panel to understand its reach and interaction. Use this information to improve future Broadcasts and adjust segmentation.


Last updated on 14/01/2025