Creating a Broadcast

This guide will walk you through creating, previewing, and sending a compliant and well-targeted broadcast.

Before You Begin

Before setting up a broadcast, ensure the following requirements are met:

• ✅ You have at least one approved WhatsApp message template available in your Convers8 account.
• 📇 Your contacts or broadcast lists are already imported and organized.

Step-by-Step: Creating a Broadcast

1. Navigate to Broadcasts

1. In the Convers8 sidebar, navigate to Broadcasts to open the All Broadcasts page..
2. Click New Broadcast in the top-right corner to launch the Broadcast Creation modal.

2. Name and Describe Your Broadcast

• Enter a Broadcast Name — for example, “November Promo” or “Delivery Updates.”
• Optionally, add a Description to help teammates identify its purpose.

💡 Tip: Use descriptive names to track results later in analytics (e.g., “Black Friday Campaign 2025”).

3. Select a Message Template

1. Choose a template from your list of approved WhatsApp message templates.

2. Each template may include:

   • Text variables (like customer name, order number, date)
   • Media attachments (images, videos, PDFs)
   • Call to action or quick reply buttons

📝 Note: Templates must be pre-approved by WhatsApp before use in broadcasts.

4. Add Recipients

You can add recipients in two ways:

• Select Contacts: Pick individual contacts from your contact list.
• Choose a Broadcast List: Select an existing group of contacts (e.g., “VIP Customers”).

⚠️ Important: Contacts must have opted-in to receive messages from your business on WhatsApp.

5. (Optional) Schedule Your Broadcast

If you’d like to send it later:

1. Toggle Schedule Broadcast.
2. Set the Date and Time (in your local timezone).

6. Preview and Personalize

Before sending:

• Review how the message will appear for recipients.
• Verify that template variables (like names or dates) are mapped correctly.
• If your template supports media, confirm that images or files appear properly.

✅ Check carefully: Once sent, a broadcast can’t be edited or recalled.

7. Send Your Broadcast

When everything looks good, click Send Broadcast.

Convers8 will:

• Queue the broadcast for immediate or scheduled delivery.
• Display the status (Scheduled and Sent broadcasts).
• Track delivery, read, and reply metrics automatically.

What Happens Next

• Once delivered, customer replies automatically open tickets inside tickets inbox.
• AI agents or human agents can then respond based on your workflow.
• You can monitor results in Dashboard Analytics.

Troubleshooting

Issue	Possible Cause	Solution
Template not available	Not approved by WhatsApp	Verify approval status under Templates
Contacts not showing	No opt-in or not imported	Check the Contacts tab