Broadcast Messaging via WhatsApp - SalesIQ Outbound
The Outbound Messaging feature in Zoho SalesIQ allows you to schedule and send bulk WhatsApp messages to your users directly from the SalesIQ dashboard. This is an extension of the proactive messaging capability and is designed for broader outreach. This lets you send messages at scale, limited only by the number of WhatsApp credits you have.
How can Broadcast Messaging help in SalesIQ?
This feature empowers businesses to:
- Send unlimited bulk messages (based on WhatsApp credits).
- Deliver targeted messages to specific users using custom filters like location, last seen, or other custom attributes.
- Plan communications in advance using scheduled broadcasts.
- Track broadcast performance metrics such as delivery, views, replies, and more.
Setting up a WhatsApp Broadcast
Follow the steps below to set up a WhatsApp broadcast message on SalesIQ.
- On the SalesIQ dashboard, navigate to the left panel. Hover over Outbound and then click on Broadcast.
- Click on Create to add your first broadcast.
- Add a title for your broadcast.
- The brands that have the WhatsApp channel enabled will be listed. Choose a brand from the list.
- The department chosen in the WhatsApp channel configurations for the chosen brand will be selected by default.
- Based on your brand selection, the associated WhatsApp Business Account (WABA ID) and phone number will be auto-filled.
- Choose the broadcast audience. Currently, broadcasts are supported only for Users in SalesIQ. These are verified customers who have previously interacted with your business.
- You can further narrow down your audience using the criteria filters such as:
- Country/Region
- Region
- Channels
- Dialing code
- Number of past chats
- Choose a pre-approved WhatsApp template message from the available list to use in your broadcast.
- Sending Preference: This section helps you define when and how often your WhatsApp broadcast should be sent.
- Start broadcast from: Set the start date for the broadcast i.e. choose the date you want your first message to go out.
- Time & Time zone: Set the exact time of day the message must be sent. Also, choose the appropriate time zone to ensure accurate scheduling based on your region.
- Run every: Define the frequency of the broadcast i.e., how often it should repeat. You can choose the frequency of repetition from Day(s), Week(s), Month(s), or Year(s).
- End schedule: You can define when you want the broadcast to stop running. For this, you have the following options.
- On – Ends the broadcast on a specific date.
- After – Ends after a specific number of runs. Example: If 3 was the input here, the broadcast will run three times, and then stop.
- No end date – The broadcast continues indefinitely at the chosen frequency.
- Summary: A plain-text summary of your scheduled broadcast settings will be generated for verification.
- Message throttle configuration/ Message resend interval:
- This option allows you to control how often a scheduled broadcast message is sent to users who have already received it.
- You can specify a time interval in days, weeks, or months to ensure the same message isn’t repeatedly sent to the same recipients within a short period. This helps prevent over-messaging and maintains a better user experience.
- After setting up the configurations, click on Save.
- Your Broadcast settings will be displayed for your perusal. You can edit the settings if you wish.
- Click on View audience list at the top to see the matched users for the set criteria for the broadcast.
- You can filter the audience based on the available status - Seen, Delivered and Failed.
Broadcast Status Overview
Once configured and scheduled, your broadcast will appear on the Broadcast list. From here, you can view the status and track the progress of each message campaign using the status indicators listed below:
- Scheduled – The broadcast has been set up and is queued to be sent at the scheduled date and time.
- Live – The broadcast is actively being delivered to the target audience.
- Failed – The broadcast could not be sent due to an error. This may be caused by configuration issues, template problems, or connectivity failures.
- Completed – The broadcast has been successfully delivered as per the scheduled timing. The campaign has finished running.
In this dashboard, you can also track key deliverability and engagement metrics listed below:
- Sent: Number of users the broadcast was sent to
- Delivered: Number of users who successfully received the broadcast
- Next Schedule: Next scheduled time for the broadcast
- Last updated: The operator who last updated the broadcast settings.
These insights help you understand the reach and effectiveness of your message, so you can continuously optimize your communication strategy.