Bulk broadcast via Tagged Inquiries

Bulk broadcasting via tagged inquiries in EasySocial enables you to precisely target specific customer groups based on custom tags. By tagging inquiries in the chat interface, you can easily segment your audience and create tailored campaigns that reach only those who match specific tags. Using an approved WhatsApp template, this feature allows you to insert personalized data from the chat history directly into your message. You can also choose to exclude certain tags if needed. With flexible scheduling and options to add additional tags to leads, this method streamlines reaching the right customers with relevant messages.

Bulk Broadcast via Tagged Inquiries

• Log in to your EasySocial account

• Click on the "Broadcast" menu from the left hand side of the Chat Interface.

  

• Once you are in the Broadcast section, you will be able to see all the campaigns on the left hand side which you might have run in the past.
• To create a new campaign click on the "New Campaign" button on the right hand side of the screen or click on the 3 dot menu beside the search option and click on "New Campaign"

• A prerequisite element to create a campaign is a "Template message" which should already have approval from WhatsApp
• You can thus click on "New Template" button and it will take you to the Templates section which is present in the Settings Options
• We have another document which explains how to create a Template message. You can refer to it for help.
• Once you click on "Create Campaign" a pop up window will open up on the right hand side of your screen

• Type in the name of the Campaign
• Then type in a short campaign detail. These two things will not be visible to your customers who will receive the message.

• Click on "Choose Template" and select the approved template which you want to broadcast.
• In order to TAG INQUIRIES, first go to chat interface
• Click on any chat. Go to the right side of the page, you will be able to see "Tags"
• Click on the blue icon beside it and then select "New Tag" and then click Save
• Go to broadcast menu and select "New Campaign"
• Write the Campaign name and Campaign Details
• Choose "Tagged Inquiries" from Campaign type. This means that you only want to send messages to people whom you have already tagged.

• Scroll down and you will see an option of "Define Template Variables" if your template message contains a variable
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• In Body1 you will be able to enable "Use Value from Lead Data Field"

• Choose the desired lead data field in the dropdown below
• The system will automatically pick up the data from the chat of the lead and paste it on the template message. In case the data is not available, you can add a default variable to this field
• Scroll down and choose the tag from "Include Tags". This will send the message to the inquiries you have tagged means the customers on whom you have added tags. You can choose multiple tags, if you do so then multiple inquiries with different tags will get the message.

• You can also exclude tags by enabling the "Exclude Tags" button. From the dropdown you can choose the tags. So people under those tags will not get the message.

• You can also "Add a Tag" to the leads by enabling this option. It is an optional thing which you can do.

• Schedule it now or later and click save