Watch Step By Step Video Tutorial Below





1. Creating a Broadcast Campaign with Pabbly Connect

To set up a broadcast campaign using Pabbly Connect, start by clicking the “Add Broadcast” button. This action brings up a new page where you’ll select the broadcast type, which should be set to “Broadcast Campaign.” Enter a suitable name for your broadcast, such as “Product Restock Alert.” This initial setup is crucial for managing your audience effectively.

Next, you will choose your audience. Pabbly Connect provides two options: “Choose Existing Contact List” or “Upload a CSV File.” For this tutorial, select the CSV option to upload a file containing your customer data. Ensure that your CSV file includes first names, last names, and phone numbers formatted correctly. This step is essential for the broadcast campaign to function smoothly.

2. Uploading a CSV File in Pabbly Connect

The process of uploading a CSV file in Pabbly Connect is straightforward. Click on the option to add a new file and select the CSV file from your device. Remember, your CSV must adhere to the specified format, which includes customer details like first name, last name, and phone number. The file size limit is 50 MB, and you can upload up to 200,000 contacts at once.

  • Ensure your CSV file is formatted correctly.
  • Select the option to upload the file when prompted.
  • Confirm that the file contains valid contact information.

Once uploaded, you can proceed to refine your audience by excluding any contacts who should not receive the broadcast message. This feature allows you to customize your outreach effectively, ensuring that your messages reach the right audience.

3. Selecting Message Type in Pabbly Connect

In this step, you need to select the type of message you want to send through Pabbly Connect. You can choose between a pre-approved template message or a regular message. A regular message can only be sent if the 24-hour conversation window is active, meaning the customer has interacted with you in the last 24 hours.

If the 24-hour window is not active, you will need to utilize a pre-approved template message. For this tutorial, select the product restock alert template. In the message body, use a dollar symbol to automatically insert the customer’s name, which is pulled from the contact list you selected earlier. This personalization enhances customer engagement.

4. Testing Your Broadcast Campaign with Pabbly Connect

Before finalizing your broadcast, it’s essential to test it using Pabbly Connect. Enter a test contact name and phone number in the designated fields, then click the “Send Test Message” button. This step helps ensure that everything is functioning correctly before the actual broadcast.

Upon successful testing, you should receive the exact template message on your WhatsApp. This message will include the test contact’s name, confirming that the dynamic fields are working as intended. If the test is successful, you can move forward with scheduling your broadcast.

5. Scheduling Your Broadcast with Pabbly Connect

To schedule your broadcast using Pabbly Connect, select the option to schedule the message for a later date and time. You can choose a specific date and time for the broadcast, like September 29th at 4 PM. This feature allows you to plan your outreach effectively, ensuring that your messages are sent at the optimal time for engagement.

Additionally, you can enable the automatic retry feature for failed contacts. This setting allows Pabbly Connect to automatically resend the same template message to contacts who did not receive it on the first attempt. Specify the number of retries and the wait time between attempts to optimize your communication strategy.

Once all settings are confirmed, click the “Create Broadcast” button to finalize your campaign. This step is crucial for ensuring your broadcast campaign is set up correctly and ready to engage your audience.

Conclusion

Setting up a broadcast campaign using Pabbly Connect is an efficient way to reach your audience through WhatsApp. By following the steps outlined above, you can successfully integrate After, CSV, and other applications, ensuring a seamless communication experience.