Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Chatflow for Bulk Messaging

To send bulk policy renewal messages, start by accessing Pabbly Chatflow. If you’re an existing user, simply log into your dashboard. New users can visit pabbl.com/chartflow and click on “Sign Up for Free” to create an account.

Once signed up, you’ll receive 100 free tasks each month, allowing you to explore the features of Pabbly Chatflow. After logging in, you will see your dashboard where you can start setting up your message broadcasts.

2. Adding Your WhatsApp Number in Pabbly Chatflow

Before sending messages, it’s essential to add your WhatsApp number in Pabbly Chatflow. Click on the “Add WhatsApp Number” button located on the left side of the dashboard. This step is crucial for ensuring your messages go out without issues.

  • Navigate to the “Add WhatsApp Number” button.
  • Follow the prompts to enter your WhatsApp details.
  • Ensure the number is verified to send messages.

After adding your number, proceed to the broadcast section to create your message campaign using Pabbly Chatflow.

3. Creating a Broadcast Campaign in Pabbly Chatflow

To create a new broadcast, navigate to the “Broadcast” section and click on “Add Broadcast”. Here, select the broadcast type as “Broadcast Campaign” and name it, for instance, “Policy Renewal”.

You will then need to select the contact list to whom you want to send these messages. If you haven’t created a contact list yet, go to the “Contact” section and add your contacts. You can also upload bulk contacts by using a CSV file.

  • Create a contact list by adding individual contacts.
  • Upload a CSV file containing your contacts for bulk addition.
  • Select the created contact list for your broadcast.

Now, you can choose the message type—either a pre-approved template message or a regular message. If using a template, ensure it’s approved by Meta before proceeding.

4. Sending Messages Using Pabbly Chatflow

After setting up your broadcast campaign, you can now send messages. If you selected a template, ensure you fill in the dynamic fields, such as the user’s name, using the format $name for personalization.

Once your message is ready, you can test it by entering a user’s details and clicking on “Send Test Message”. This allows you to verify that everything looks correct before sending it to all users.

  • Enter user details for the test message.
  • Click on “Send Test Message” to verify the output.
  • Confirm the message appears correctly in WhatsApp.

Once confirmed, you can either send the broadcast immediately or schedule it for later using Pabbly Chatflow. Choose the appropriate option and set the desired date and time.

5. Viewing Broadcast Stats in Pabbly Chatflow

After sending your broadcast, you can track its performance through the “Stats” section in Pabbly Chatflow. This feature allows you to see how many messages were sent, delivered, read, or failed.

You can also resend any failed messages directly from this section, ensuring that your communication remains effective. This tracking feature is vital for optimizing future broadcasts.

To summarize, Pabbly Chatflow not only facilitates sending bulk messages but also provides valuable insights into your messaging campaigns, enhancing your overall communication strategy.

Conclusion

In this tutorial, we explored how to send bulk WhatsApp policy renewal messages using Pabbly Chatflow. By following these steps, you can effectively manage your messaging campaigns and enhance customer engagement.