📢 Bulk Messaging
The Customers Module, in addition to helping you manage your general database, has an ideal shortcut for sales and support: it allows you to send WhatsApp templates to multiple contacts at once quickly and easily.
⚙️ Step by step: How to send your campaign
To carry out a successful bulk send, follow these instructions:
Go to the left sidebar menu and access the Customers module.
Select the customers you want to reach by checking the boxes located to the left of their names.
Click on the "Send bulk messages" option, which is located in the upper right menu of the screen.
In the pop-up window, select the message template you want to use and complete the required data or dynamic variables.
System validation: If you have selected customers with incomplete required information fields, the system will show you a warning so you can correct them before processing the send.
When all the information is correct, click the "Send" button. And that's it, you'll have launched the messages to your audience!
🔍 Tips for segmenting your audience (Filters)
To avoid sending random messages and make your bulk campaigns truly effective, we recommend using the top bar to search and filter your customers before selecting them. You can segment them by:
Platforms (Channels): According to the social network or specific line through which they have previously contacted.
Tags: Group users that share the same category or tag (e.g. VIP, Prospect, Renewal).
Creation date: The exact day the customer entered your database.
Update date: The moment their information was last modified.
💡 Note on permissions: In addition to these filters, users with Supervisor and Administrator roles have the ability to filter the customer database according to the Agent involved in the support process.
Maximize the reach of your communications! 🚀
Sending bulk messages from the Customers module allows you to reach segmented audiences in seconds, saving operational time and enhancing your re-contact strategies. ✅