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, or select from Group.

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

Upload from CSV

For example, if you want to send notifications to a large number of customers, you can write down the contact information on the XLS/CSV template and upload the XLS/CSV using 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 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 below.

recipient-import-document.xls

Upload the XLS/CSV file by clicking the 'Upload XLS/CSV' button then select the XLS/CSV template from your local storage, and will show pop-up of recipient document successfully uploaded as shown below.

Upload document finished

The system will display the 'Preview' button if there is an invalid format of the recipient file sent by the user. This is used to identify which customer contacts contain errors so they can be corrected later.

Preview Invalid Recipient

Select from Contact

For example, if you want to send a notification to several registered customers, you can select an existing contact by selecting option recipients 'Select from Contact', then in the Recipient options column you can type in the customer's name, then it will show some suggestions based on the customer name you entered.

Select the contacts that you want, and you can also add some other contacts as shown below.

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

For example, if you want to send a notification to all customers who are in a certain group, then you can simply select the group that you want by clicking 'Select from Group' in the recipients field, and click the recipient options field then check the group that you want.

You can select one or several groups as shown below.

Select from Group

Select from Lead

For example, if you want to send a notification to your potential customers who are on the list of leads page, then you can simply select the lead that you want by clicking 'Select from Lead' in the recipients field, and clicking the recipient options field then check leads that you want.

You can select one or several leads as shown below.

Select from Lead