How to Save a Broadcast as a Draft?

When you need to create a broadcast but don't need to launch it now, saving as a draft allows postponing activation for later. This instruction will help create a broadcast without immediate launch.

When Needed

  • You need to prepare a broadcast in advance, but it's too early to launch it.
  • You need to save broadcast settings for further editing.
  • You need to create several broadcast variants and choose the best one later.

What's Important to Know

  • Broadcast draft — broadcast with inactive status that will not launch automatically.
  • The draft can be activated at any time.
  • The draft can be edited before activation.

Prerequisites

  • You are logged in with operator or administrator rights.
  • You have navigated to the Broadcast module via Apps -> Broadcast.
  • There is at least one message template in the system.
  • There is at least one broadcast topic in the system.

Step-by-Step Instructions

  1. In the Broadcast module, go to the "Broadcasts" section — a table with all broadcasts opens.
  2. Click the "Add Broadcast" button — the "Broadcast Parameters" modal window appears.
  3. Fill in required fields:
    • "Broadcast Name" — enter a name for identification.
    • "Template" — select a template from the list.
    • "Topic" — select the broadcast topic.
    • "Start Date" — set date and time (even if it's a draft, the date can be set for the future).
  4. Make sure the "Broadcast Active" checkbox is disabled — this will save the broadcast as a draft.
  5. Click the "Save" button — the modal window closes, the broadcast appears in the list with inactive status.

What Happens After

The broadcast is saved in the broadcast list with inactive status. You can edit it or activate it at any time.

How to Verify It Worked

  • Check that the broadcast appeared in the list with a gray status indicator (inactive).
  • Make sure all parameters are saved correctly.
  • Try editing the draft — all data should be available for change.