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How to Perform a WhatsApp Broadcast?

The WhatsApp Broadcast feature allows you to send personalized messages to a large number of contacts. Please follow the steps below to create and send your broadcast task.

Steps​

1. Start a New Broadcast​

Go to the Marketing > WhatsApp Broadcast page and click the "New" button in the top right corner. New Broadcast

2. Set Target Audience​

You can choose between two ways to filter your audience based on your needs:

Option A: Custom Filters​

  • Select Channel: Choose the WhatsApp Business account to be used for sending the broadcast.
  • Add Filter: You can add filtering criteria based on contact profiles (e.g., tags, region) or time information.
  • Confirm Criteria: After entering the filter information, press Enter to confirm.
  • Preview Count: Click "Update Count" on the right to confirm the estimated number of recipients, then click "Next". Custom Filter Operation

Option B: HubSpot Lists​

  • Select Channel: Choose the corresponding WhatsApp Business account.
  • Select List: Choose a target contact group directly from synchronized HubSpot Lists, then click "Next". Select HubSpot List

3. Set Basic Broadcast Information​

  • Broadcast Subject: Enter a broadcast name for internal management purposes only.
  • Sending Time: Set to send immediately or schedule for later.
    Timezone Tip

    Scheduled sending will automatically match the timezone of your current browser's region.

4. Select and Edit Content​

Select an existing WhatsApp message template and click "Edit Content". Edit Broadcast Content

Template Sync

Message templates come from synchronized WhatsApp message templates. If you cannot find a template, please refer to: How to Sync WhatsApp Message Templates.

5. Fill in Variable Information​

If your template contains variables (e.g., {{1}}), please fill them in as prompted:

  • Variable Type "Text": All contacts will receive the same content.
  • Variable Type "Variable": Reference MsgBox contact profiles (e.g., "Name"). The system will automatically fill in the corresponding information for each contact to send personalized messages. Variable Filling Example

6. Submit and Monitor​

Click "Apply" and then "Submit". Sending a broadcast takes some time; you can view the sending progress and status in real-time on the list page. View Broadcast Status

FAQ and Reminders​

  • Fees: Please ensure your WhatsApp account has a sufficient balance in Meta Business Suite.
  • Template Restrictions: Broadcasts only support using template messages that have been approved by Meta.
  • Sending Failure: If sending fails, please check if the contact's phone number format includes the correct country code.