# 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.&#x20;

{% hint style="info" %}
You can customize your recipients when you select a WhatsApp account only.
{% endhint %}

### 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.&#x20;

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.

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FvAj8D3TBw1o1YyLMiGJq%2Fimage.png?alt=media&#x26;token=541fd0ce-e2a9-49ec-847a-30d1238e832b" alt=""><figcaption><p>Download Example File</p></figcaption></figure>

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.

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FCbBMrB17ArYqnHg9MF6B%2Fimage.png?alt=media&#x26;token=07cf2bae-aaea-47b9-8837-db25897d947f" alt=""><figcaption><p>Recipient-import-document</p></figcaption></figure>

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.

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FyzyvaqoXkYoLDt1k6i0E%2FScreenshot_25-9-2025_161153_venom.3dolphins.ai.jpeg?alt=media&#x26;token=37f16a85-287b-4e41-8fac-9b4cec0f1008" alt=""><figcaption><p>Success Upload Document</p></figcaption></figure>

### 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.

{% hint style="info" %}
You can also add some other contacts.
{% endhint %}

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FV5YcUStdP3zk0mPNEVEu%2FScreenshot_25-9-2025_164034_venom.3dolphins.ai.jpeg?alt=media&#x26;token=fab1a08e-6c88-493e-9efb-649e725d8992" alt=""><figcaption><p>Select From Contact</p></figcaption></figure>

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.

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2F0P5gsejX7h5CDzoOb330%2FScreenshot_25-9-2025_164358_venom.3dolphins.ai.jpeg?alt=media&#x26;token=9cdeec77-bab1-4802-9c48-cf038526a729" alt=""><figcaption><p>Convert Recipient Phone</p></figcaption></figure>

### 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.&#x20;

{% hint style="info" %}
You can select one or several groups.
{% endhint %}

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FvhC39kRT3Be1mpr53AWh%2FScreenshot_25-9-2025_165055_venom.3dolphins.ai.jpeg?alt=media&#x26;token=734a3ec3-2b10-45e3-b29a-dc6c49c2f752" alt=""><figcaption><p>Select From Group</p></figcaption></figure>

### 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.&#x20;

{% hint style="info" %}
You can select one or several leads.
{% endhint %}

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FNiNfYpU4iaYLjkC9uKnp%2FScreenshot_25-9-2025_165920_venom.3dolphins.ai.jpeg?alt=media&#x26;token=948df3c5-b14f-4226-aa05-d9d7bd220ccf" alt=""><figcaption><p>Select From Lead</p></figcaption></figure>

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.&#x20;

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FFwWj1hnWyePSDoi5y09y%2FScreenshot_25-9-2025_165920_venom.3dolphins.ai.jpeg?alt=media&#x26;token=af66fecf-f3b7-4988-8b88-ce96b3fcd1f2" alt=""><figcaption><p>The Total Number of Leads</p></figcaption></figure>
