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Send Bulk Daily Updates to Customers on WhatsApp

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To automate WhatsApp updates, you first need to set up Pabbly Connect. Start by visiting the Pabbly Chartflow dashboard. If you’re a new user, go to pabbl.com/chartflow and sign up for a free trial. This will allow you to explore the features of Pabbly Connect and Pabi Chartflow.

Once you are logged in, ensure that your WhatsApp number is added to Pabbly Chartflow. If you haven’t done this yet, refer to the tutorial provided in the description. This step is crucial as Pabbly Connect will use this number for sending automated messages.

2. Creating a Broadcast Campaign in Pabbly Connect

After setting up your WhatsApp number, navigate to the broadcast feature on the left side of the Pabbly Chartflow dashboard. Click on the “Add Broadcast” button to create your campaign. Here, you will choose the type of broadcast, which should be set as a broadcast campaign.

Select the broadcast type as “Broadcast Campaign”.
Name your campaign, for example, “Daily Updates”.
Select your contact list or create a new one if necessary.

Once you have named your campaign and selected the contact list, you can refine your audience by excluding certain contacts if needed. This is how Pabbly Connect allows you to customize your messaging strategy effectively.

3. Choosing Your Message Type in Pabbly Connect

Next, you will need to choose the message type for your broadcast. You have two options: a pre-approved template message or a regular message. For daily updates, it’s recommended to use a regular message where you can enter your content directly.

To format your message, simply type in the content and use asterisks to bold any important text. For example, if you want to highlight the date, enclose it with asterisks. This formatting feature is one of the many benefits of using Pabbly Connect for your WhatsApp broadcasts.

4. Testing Your Broadcast in Pabbly Connect

Before sending your broadcast to all contacts, it’s essential to test it. Enter a username and mobile number to send a test message. Click on the “Send Test Message” button to confirm that everything looks correct. This step ensures that your audience will receive well-formatted and accurate information.

Once you confirm the test message looks good, you can proceed to send the broadcast. You have the option to schedule it for later or send it instantly. This flexibility is a key feature of Pabbly Connect, allowing you to manage your communications effectively.

5. Sending Your Broadcast with Pabbly Connect

To finalize your broadcast, decide if you want to send it immediately or schedule it for a later time. If you choose to schedule, select the desired date and time. Otherwise, click on the “Send Instantly” button to dispatch your message right away.

Once sent, you can view the stats of your broadcast within the Pabbly Chartflow dashboard. This feature allows you to track engagement and ensure your messages reach the intended audience. With Pabbly Connect, managing your WhatsApp communication becomes hassle-free and efficient.

Conclusion

In this tutorial, we explored how to automate WhatsApp updates using Pabbly Connect and Pabi Chartflow. By following these steps, you can streamline your communication and enhance your customer engagement.