Broadcasts

Broadcasts let you send WhatsApp template messages in bulk and track delivery performance.

Overview links: Documentation Home · Settings Overview

Where to Find This

• Campaigns → Broadcasts in the sidebar.

Settings Quick Map

• Settings → Platforms: connect your WhatsApp account.
• Settings → Templates: manage templates used in broadcasts.
• Settings Overview

What You Need Before You Start

• A connected WhatsApp Business account.
• At least one approved template.
• Contacts inside Socialone or a CSV file with phone numbers.

Step 1: Pick Account & Template

1. Go to Broadcast and click Bulk Message (New Broadcast).
2. Select the WhatsApp account you want to send from.
3. Choose an approved template (search by name).

If you pick a Flow Template (a template with a Flow button), your recipients will tap a button and continue the conversation inside a WhatsApp Flow form.

Step 2: Pick Recipients

• Filter Contacts: build a segment from your contacts.
• CSV Upload: upload a CSV file when you already have a list.

Contact Filters

• Created date, customer type, lifecycle stage.
• Location (top cities) and tags.
• Advanced: company name, industry, company size, job title.
• Custom fields (where configured).
• Use Check Selection to preview recipients and valid numbers.

CSV Upload

• Required columns: name, country_code, phone_number.
• Add columns 1, 2, 3 to match template variables.
• Download the sample CSV from the uploader if needed.

Step 3: Map Variables

• If your template uses variables, map each one before sending.
• Choose Contact Field or Static Value for each variable.

If your template has no variables, this step is skipped automatically.

Step 4: Send or Schedule

• Send now, or schedule a future date/time.
• Review the quick summary before confirming.

Step 5: Track Delivery

• Open the Broadcasts list to see sent, delivered, read, and failed counts.
• Use Email report to send the summary to your inbox.
• Use Resend failed if some recipients did not receive the message.

Common Blockers & Fixes

• Template not selectable: the template is not approved or not linked to the selected WhatsApp account.
• Next button disabled in Recipients: run Check Selection or finish variable mapping.
• CSV upload error: file must be CSV and include name, country_code, phone_number.
• Scheduled time error: select a future time.
• Low delivery/read: review delivery issues and template quality.

Next Steps

• Personalization & Variables
• Delivery Issues & Retry Guidance
• API Messaging
• Contacts
• WhatsApp Flow Forms

Quick Glossary

• Broadcast: a bulk send of one template to many recipients.
• Template: a pre‑approved message format used for bulk sends.
• Flow Template: a template that opens a WhatsApp Flow when the user taps a button.
• Variables: placeholders like {{1}} filled with contact data or static values.

Related Docs

• Template Setup
• Personalization & Variables
• Delivery Issues & Retry Guidance