Account & Recipients

In the Account & Recipients form you can select the channel account that you will use to send broadcast message, and also manage message recipients, you can use upload from CSV, select from Contact, select from Group, or select from Lead.

Upload from CSV

If you want to send notifications to multiple customers at once, you can enter the contact into the CSV template and then upload the CSV file through this feature.

Select the recipient option 'Upload from XLS/CSV', then click the 'Download Example File' button to download the CSV or XLS template as shown in the image below.

Download Example File

Then fill in the XLS/CSV template with the customer's phone number, you can add the customer to infinity, as shown in the image below.

Recipient-import-document

In addition, the payload value for each button can be customized through the Recipient file according to the Call to Action (CTA) button used in the Template. Payload values can be defined differently for each recipient, allowing every customer to have a unique payload based on specific requirements.

The following are the column/field naming requirements in the Recipient file for each type of Call to Action (CTA) button:

Button Types	Columns	Explanation
Quick Reply Standard Message	payload1, payload2,..	The payload on the Quick Reply button is the data that will serve as the intention message or message trigger when integration with chatbot knowledge is required.
Quick Reply Carousel	card1Payoload1, card2Payload1,.....	Used when the carousel broadcast template uses Quick Reply buttons. If the carousel has more than one card and each card has more than one Quick Reply button, use the following format requirements.
Copy Offer Code	offerCode	Indicates the offer code value that can be customized for each customer, where the value will be automatically copied when the customer presses the button.
Website/URL Standard Message (Dynamic)	urlPayload1, urlPayload2,....	Indicates the URL parameter that can be configured for each customer and is used to direct customers to a specific page when they press the button. Note: If a template has one URL button, use urlPayload1. If there is more than one URL button, use the format urlPayload1, urlPayload2, and so on.
Website/URL Carousel (Dynamic)	card1urlPayload1, card1urlPayload2,...	Used when the Carousel broadcast template uses a Website/URL button with Dynamic URL type. The usage is similar to the standard Website/URL dynamic static, except there are several payload button requirements to note as follows:

For the requirements and specifications of each Call to Action (CTA) button used in broadcasts, please refer to this page.

As an example, you are going to send a standard message broadcast to 2 customers using a template that consists of 6 Quick Reply buttons, 1 Copy Offer Code button, and 2 Website/URL buttons. The fields in the Recipient file must include payload columns that match the number and types of buttons used in the template.

Each payload column can be customized with different values for each customer, depending on specific requirements. The following is an example of how the payload fields in the Recipient file can be filled with customized values for each customer.

Recipient Document

Upload the XLS/CSV file by clicking the 'Upload XLS/CSV' button then select the XLS/CSV template from your local storage and A success notification for the document upload will appear, as shown in the image below.

Success Upload Document

Select from Contact

If you wish to send notifications to a number of registered customers, you can select the available contacts using the Recipients option 'Select from Contact'. Next, in the Recipient Options, type the customer’s name, and the system will display suggestions based on the name you entered as shown in the image below.

You can also add some other contacts.

Select From Contact

If the customer contact saved number starts with '0', then when you select the contact, it will show a pop-up confirmation to change it to '62' according to the Indonesia country code number.

Convert Recipient Phone

Select from Group

If you want to send notifications to all customers within a specific group, simply select the desired group by clicking 'Select from Group' under the Recipients option. After that, you can click the dropdown and select a group by checking the desired option as shown in the image below.

You can select one or several groups.

Select From Group

Select from Lead

If you want to send notifications to prospective customers listed in Leads, simply select the desired lead by clicking 'Select from Lead' in the Recipients option. A Leads pop-up will automatically appear, and you can select the desired lead by checking the box as shown in the image below.

In the current Marketing Message API implementation, the Lead feature is not within the scope of the implementation, so there is no lead data stored in the system. Therefore, when a user selects "Select from Lead" in the Recipients option, the list in Select from Lead will not display any data as there is no lead master data available to select.

Select From Lead

The total number of leads will be displayed in the Recipients Options to indicate the number of leads you have selected as shown in the image below.

The Total Number of Leads