> For the complete documentation index, see [llms.txt](https://docs.3dolphins.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.3dolphins.ai/marketing/notification/create-notification/account-and-recipients.md).

# 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="/files/0rkcsRw2zf5Qyh6tIsXl" 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="/files/EpB9bRVOHkval2yVyebo" alt=""><figcaption><p>Recipient-import-document</p></figcaption></figure>

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](/marketing/template.md). 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 names in the Recipient file for each button type:

<table><thead><tr><th width="207.99993896484375">Button Types</th><th>Columns</th><th>Explanation</th></tr></thead><tbody><tr><td>Quick Reply </td><td>payload1, payload2</td><td>Indicates the payload data that can be customized for each customer based on specific requirements and is used to identify customer responses when they click the button.</td></tr><tr><td>Copy Offer Code </td><td>offerCode</td><td>Indicates the offer code value that can be customized for each customer and will be automatically copied when the customer clicks the button.</td></tr><tr><td>Website/URL </td><td>urlPayload1, urlPayload2</td><td>Indicates the URL parameter that can be customized for each customer and is used to direct customers to a specific page when they click the button.</td></tr></tbody></table>

{% hint style="info" %}
For the requirements and specifications of each **Call to Action (CTA)** button used in broadcasts, please refer to [this](/marketing/template/request-template/marketing-template/standard-message/buttons-template.md) page.
{% endhint %}

As an example, you are going to send a 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.&#x20;

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.&#x20;

<figure><img src="/files/UYy57E30cKEcScaJHeDX" alt=""><figcaption><p>Recipient 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="/files/yblkJ3e0VlYW1WSRnHR4" 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="/files/mMZ9fEgGWySHtVKkAIQH" 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="/files/gZDSmSPIKwp2kphZBgVX" 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="/files/F6VGVlVTnrwE7XrDhhFz" 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="/files/v3BYZQivCdAE757iXuPm" 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="/files/LxuZ5eGQPeFkt52vjmaE" alt=""><figcaption><p>The Total Number of Leads</p></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.3dolphins.ai/marketing/notification/create-notification/account-and-recipients.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
