How to Send a Broadcast from the Clients Module?
The "Clients" module allows sending different types of broadcasts to your clients with the ability to select specific clients. You can use filters or a file to select the target audience.
When Needed
- You need to send a broadcast to a specific group of clients selected by certain criteria.
- You need to send messages to clients selected through filters.
- You need to conduct a targeted campaign for a specific client segment.
What's Important to Know
- Clients Module — tool for selecting and managing the client base.
- The broadcast can be sent immediately or scheduled for a specific time.
- After completing the broadcast, make sure there is a block with buttons for further actions in the scenario.
- The entry point must contain the Scenario Alias Action specified when filling out the broadcast.
Prerequisites
You are logged in with operator or administrator rights. You have navigated to the Clientsmodule viaApps -> Clients.There is at least one broadcast template in the system. You have a client base for the broadcast.
Step-by-Step Instructions
Selecting Clients
- Go to the "Clients" menu via
Apps -> Clients. - Select the bot on whose base the sending is planned.
- Use filters to select clients by needed criteria (registration date, channel, tags, etc.).
- Alternatively: export the current list, filter it, and upload it through the "Search by File" option.
- After selecting clients, click "Send to All" if you need to send the broadcast to all selected clients.
Configuring Broadcast
- Go to the "Actions" section in the Clients module.
- Select "Send Message".
- Select the broadcast type:
- Immediately — broadcast will be sent right away
- Scheduled — broadcast will be sent at the specified time
- Select a template from the list or create a new one.
- Fill in the message:
- Scenario Alias Action — where the client will go after receiving (optional)
- Message Text — text for each language version
- Image — via link or file upload
- Language Settings — if needed
- Click the "Next" button to launch the broadcast.
⚠️ Important: After completing the broadcast, make sure there is a block with buttons for further actions in the scenario. The entry point must contain the Scenario Alias Action specified when filling out the broadcast.
What Happens After
The broadcast launches and is sent to selected clients. You can track progress and broadcast results in the Broadcast module → Broadcasts.
How to Verify It Worked
- Check that the broadcast appeared in the broadcast list in the
Broadcastmodule. - Make sure the number of clients matches expectations.
- Check the broadcast status and delivery results.