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.

You can customize your recipients when you select a WhatsApp account only.

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

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.

You can select one or several leads.

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