UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
Powered by GitBook
On this page
  • Process Steps
  • Examples of Use Cases
  • Marketing
  • Sales
  • Support
  1. Broadcasts Use Cases

How to Import to Broadcast via WhatsApp

PreviousHow to Start a Workflow Based on Broadcast ResponseNextHow to Troubleshoot a Failed Broadcast

Last updated 1 year ago

In this article, you’ll discover how to manage large contact lists effortlessly and start connecting with them through broadcast messages - even before they interact with your business.

IS-Messenger lets you import huge contact lists obtained from events, campaigns or other platforms and proactively initiate connections with them using broadcast messages. This eliminates the need to send individual messages to each Contact beforehand.

You can only send broadcast messages to Contacts with whom you have not interacted using WhatsApp or SMS. Other Channels either require Contacts to send your business the first message or do not support broadcast. This article covers the sending of WhatsApp broadcast messages using the Broadcasts module on the IS-Messenger platform.

Prerequisites

  • To send broadcast or bulk messages via WhatsApp without restrictions, you will need the following:

    • A that’s connected to IS-Messenger.

    • A approved by Meta.

    • Sufficient balance in the WhatsApp Business Account.

    • A phone number with the Connected status and a good quality rating.

  • To access the Broadcasts Module on the IS-Messenger platform. you must have the Owner or Manager access level.

Make sure your Contacts have opted in externally and are expecting messages from you before you proceed to import to broadcast. If they’re migrated from another platform to the IS-Messenger platform, the opt-in would have been obtained when they were using the previous platform. Doing this can prevent your Contacts from reporting or blocking your number.

Process Steps

Watch this video for a tutorial on how to reach a broad audience with promotional messages and notifications on WhatsApp.

Step 1: Import Contact List

To begin, have the Contacts' details saved in a CSV file for a streamlined import process, eliminating the need for manual data entry.

It is recommended to add a tag to the import. Tagging helps you identify the batch of Contacts that you have imported, for example leads collected from a product launch event.

Step 2: Create and Send Broadcast Message

Once Contacts have been imported to the IS-Messenger platform, create and send a broadcast message by following these steps:

  1. Name your broadcast > Add a label for reference > Click Create.

  2. Create a Segment to target a specific group of Contacts for the broadcast. Click the dropdown menu at Segment > Click + Add Segment > Name the segment > Click Save.

  3. To easily find the batch of Contacts that you have imported, ensure these are filled in:

    • Category: Contact Tag

    • Operator: has any of

    • Select: Click the dropdown and select the tag that was used for the import process.

  1. In Channel Type, select Specific Channel.

  2. In Channel, select the connected WhatsApp API channel to send your broadcast.

  3. Turn the Send message only to contacts who have previously interacted with this channel toggle off. This ensures the broadcast message can be sent to Contacts with whom you have not interacted before.

  4. Under Message Content, select the relevant Message Template > Fill in the required details.

  5. Under Message Preview, see how your message will appear to your Contacts. You can click Test Broadcast to send a sample message to yourself before sending the actual broadcast message.

  6. Click Next > Click Send Broadcast to send the broadcast message immediately, or Schedule Broadcast to schedule it for a later date and time.

Examples of Use Cases

The following are some use cases for this feature:

Marketing

  • Promoting seasonal sales, holiday discounts, or time-sensitive offers to a select group of customers.

  • Sending invitations to webinars, workshops, product demos or other events to customers.

  • Sharing significant company achievements, milestones, or news to keep the brand top-of-mind and foster a sense of community.

Sales

  • Sharing limited-time offers or discounts that are exclusively available for a select group of customers.

  • Announcing the launch of a new product or service to a select group of customers.

  • Notifying customers when a previously out-of-stock item is back in inventory.

Support

  • Informing customers of planned system maintenance or unexpected outages.

  • Notifying customers of changes to the company’s terms of services or other important policies.

  • Sharing tips and guides to help customers use the products and services more effectively.

Refer for a step-by-step guide on how to import Contacts.

Go to the > Click + Add Broadcast.

For more detailed information of the steps, refer to .

A broadcast message may fail to be sent due to numerous reasons. If this happens, learn more about .

WhatsApp API account
WhatsApp Message Template
here
Broadcasts Module
this page
troubleshooting failed broadcasts here
Import To Broadcast - Contact Tag