Broadcasts

Broadcasts let you send WhatsApp template messages in bulk and track delivery performance.

Overview links: Documentation Home · Settings Overview

Where to Find This

• Campaigns → Broadcasts in the sidebar.

Settings Quick Map

• Settings → Platforms: connect your WhatsApp account.
• Settings → Templates: manage templates used in broadcasts.
• Settings Overview

What You Need Before You Start

• A connected WhatsApp Business account.
• At least one approved template.
• Contacts inside Socialone or a CSV file with phone numbers.

Step 1: Pick Account & Template

Start from: Campaigns → Broadcasts, or Contacts page

1. Go to Broadcasts and click New Broadcast. Alternatively, open Contacts, select one or more contacts, and click Send Broadcast — the modal opens with those contacts pre-selected.
2. Select the WhatsApp account you want to send from.
3. Choose an approved template (search by name).

If you pick a Flow Template (a template with a Flow button), your recipients will tap a button and continue the conversation inside a WhatsApp Flow form.

Step 2: Pick Recipients

• Filter Contacts: build a segment from your contacts.
• CSV Upload: upload a CSV file when you already have a list.

Contact Filters

• Created date, customer type, lifecycle stage.
• Location (top cities) and tags.
• Advanced: company name, industry, company size, job title.
• Custom fields (where configured).
• Use Check Selection to preview recipients and valid numbers.

CSV Upload

• Required columns: name, country_code, phone_number.
• Add columns 1, 2, 3 to match template variables.
• Download the sample CSV from the uploader if needed.

Step 3: Map Variables

• If your template uses variables, map each one before sending.
• Choose Contact Field or Static Value for each variable.

If your template has no variables, this step is skipped automatically.

Step 4: Send or Schedule

• Send now, or schedule a future date/time.
• Review the quick summary before confirming.

Step 5: Track Delivery

• Open the Broadcasts list to see sent, delivered, read, and failed counts.
• Use Email report to send the summary to your inbox.
• Use Resend failed if some recipients did not receive the message.

Common Blockers & Fixes

• Template not selectable: the template is not approved or not linked to the selected WhatsApp account.
• Next button disabled in Recipients: run Check Selection or finish variable mapping.
• CSV upload error: file must be CSV and include name, country_code, phone_number.
• Scheduled time error: select a future time.
• Low delivery/read: review delivery issues and template quality.

Next Steps

• Personalization & Variables
• Delivery Issues & Retry Guidance
• API Messaging
• Contacts
• WhatsApp Flow Forms

Quick Glossary

• Broadcast: a bulk send of one template to many recipients.
• Template: a pre‑approved message format used for bulk sends.
• Flow Template: a template that opens a WhatsApp Flow when the user taps a button.
• Variables: placeholders like {{1}} filled with contact data or static values.

Related Docs

• Template Setup
• Personalization & Variables
• Delivery Issues & Retry Guidance