Create a broadcast campaign

Step-by-step guide on creating a broadcast campaign from start to finish

Written By Iqmal (Administrator)

Updated at July 1st, 2024

ℹ️ The broadcast feature is only accessible to users in Admin or Team admin roles

 

SleekFlow's broadcast feature allows you to send a message simultaneously to a large group of recipients. Broadcasts can be used to efficiently distribute information, promotions, or announcements. You can easily set up and publish a broadcast campaign by following the steps outlined below:

  1. Create a broadcast
  2. Send a test message
  3. Review and publish your broadcast

Create a broadcast

To create a broadcast:

  1. Go to the “Broadcasts” page by clicking on the icon on the side bar menu 
     
  2. Click on the "Create new broadcast" button on the top left of the “Broadcasts” page


     
  3. Select the channel you want to send the broadcast on


     

Configure your broadcast settings

Once you have selected the broadcast channel, you will be able to configure the broadcast settings by following the steps below.
 


 

Step 1: Broadcast name

Enter a name for your broadcast.


 

Step 2: Broadcast time

Decide when you would like to send the broadcast by choosing between the following options: 

  • Send now
  • Schedule 
     

Send now

Choose "Send now" to send the broadcast immediately after you publish it.


 

Schedule

Choose "Schedule" to send the broadcast at a later time. You can specify the scheduled date and time you want the broadcast to be sent.


 

Step 3: Audience

ℹ️ The exact number of contacts in the broadcast audience is determined at the point the broadcast is sent. This means that for scheduled broadcasts, the audience number at the time of sending may differ from when you publish the broadcast.

 

Select the contacts you wish to send the broadcast to by clicking on the "Choose audience" button. You have the option to select the broadcast audience either by contact lists or by targeting contacts that meet specific conditions. 


 

Choose by list

To choose your audience by list, in the "By list" tab on the "Choose audience" window: 

  1. Select the contact list(s) you want to send your broadcast to  


     
  2. Click on "Complete" to confirm the lists you have selected

Your broadcast will be sent to all contacts on the selected lists

⚠️ If a contact exists across multiple lists that you've selected, they will receive duplicate broadcast messages. To avoid sending duplicate messages, please ensure that no contacts exist across multiple selected contact lists.

 

 

Choose by condition

Target specific contacts to receive your broadcast using conditions. Configure the conditions to target contacts by following the steps below: 

  1. Click on the "By condition" tab in the "Choose audience" window
     
  2. Click on the "Add condition" button


     
  3. Configure the following parameters:
    1. Select the contact property that you would like to use as a condition
    2. Select from a list of operators available for the property’s data type
    3. Set the value that the contact property should be compared against in the "Matching criteria" textbox


       
  4.  Click on "Complete" to confirm your conditions

Contacts that meet the criteria of your condition(s) will be sent the broadcast message
 

Preview and edit audience

Once you have confirmed your broadcast audience, you will be able to see a summary of the contact lists, or conditions, selected and the corresponding number of contacts the broadcast will be sent to. Click on the "Edit audience" button if you want to further configure or adjust the broadcast audience.

Preview of audience selected by contact lists:
 



Preview of audience selected by condition:


 

Configure broadcast content

Once you have confirmed the settings for your broadcast, you will need to configure its content by going to the "Content" page of the broadcast. Please note that the methods you can use to customize your broadcast content depends on the messaging channel you are using to send your broadcast. 


 

If you are sending a broadcast message using WhatsApp, you can send either a manual or template message.
 

Manual message

A manual message is one you create from scratch. You can send a manual broadcast message by:

  1. Clicking on the "Manual" message tab in the "Content" page


     
  2. Type your message content in the text field below


     
  3. You can customize your message using variables, which allows you to tailor message content for individual recipients. To add a variable to your message, click the icon and select the desired variable from the "Variables" list. The variable will be replaced with the recipient's relevant contact information in the message they receive.


     
  4. Preview your broadcast message in the "Preview" window on the right side of the screen


     

Template message (WhatsApp only)

To send a WhatsApp template message, follow the steps below:

  1. Click on the "Template" message tab in the "Content" page


     
  2. Click on "Choose template", and a window with registered templates will appear


     
  3. Select the template you want to use for the broadcast message


     
  4. The selected template will appear in the “Message” textbox. You can customize the message by configuring the various fields marked within the selected template message. Depending on the template you select, you may need to configure the header text, image or document, dynamic content for message variables, or footer text.


     

Send a test message

To see how your broadcast message will appear to recipients, you can send a test message before publishing your broadcast by following the steps below:

  1. Click on the "Send test message" button at the bottom right of the "Content" page


     
  2. Select the contacts you would like to send the test message to, and click "Send"


     

Review and publish your broadcast

Once you have completed configuring your broadcast campaign, you can either save it as a draft or review and publish the broadcast.

Follow the steps below to save your broadcast as a draft:

  1. At the top right of the broadcast settings page, click on the "Save as draft" button


     
  2. Clicking "Save as draft" will save the current progress of your broadcast campaign. You can access the broadcast later in the table on the "Broadcasts" main page.

To review and publish your broadcast:

  1. At the top right of the broadcast settings page, click on the "Review and publish broadcast" button


     
  2. A "Broadcast overview" will display, where you can review the details and configuration of your broadcast campaign


     
  3. If you are satisfied, click on "Publish broadcast" to send the broadcast to your selected audience. If you want to make further changes to your broadcast, click on "Save as draft" to save your progress and you can access it later in the "Broadcasts" main page.