Messenger broadcasts

How to create mailings lists in bot, new mailing chains, customer filtering

Attention!

The maximum number of scheduled messages per client is 32 messages.

Please note!

Mailing lists are NOT AVAILABLE during the test period. During downloading clients from a file, the offset and sending functionality is NOT AVAILABLE!

Each messenger has its own requirements for the content of the sent messages. For more information, see Messengers and Chats. — вставить ссылку

How to make broadcast

There are two ways to send broadcasts: from the Mailing List menu

Picture 1. The menu on the left side of the screen is the Mailing List section.

Or directly from the Funnel Constructor by selecting a block and clicking on "Create mailing" on the right. In the same way, you can start mailing chains by setting the desired time intervals in the arrows.

Picture 2. Block Editor

Message chains are very popular in messenger marketing. This is a mechanism where multiple messages are sent to the user at intervals to keep them interested. It can also be used as reminders before an event. For example, you can send notifications a week, a day, and so on before the scheduled time.

When the mailing list starts from the block, the status of the clients will change. That is, if they stop at any stage of the funnel, they will be automatically transferred to the stage from which the mailing is being sent.

If you need not to "delete" users out of the chain, use the "Out of state" blocks (Pic. 3).

Picture 3. The scheme for mailing from the block, the block type is not the state.

The mailing list creation form consists of 3 tabs: "Recipients", "Message" and "Sending".

Picture 4. The "Recipients" tab

The "Recipients" tab

The recipients of the mailing list are indicated in this form.

If no filters are set, mailing will be sent to all subscribers.

Filter types: Filter by messenger clients and Download from a file.

Picture 5. The type of mailing recipient filter

You can select "when" to recalculate the mailing list recipients:

1. during creating the mailing list, the number of recipients will not change;

2. at the start of the mailing list, at the scheduled time of the mailing, the system itself will recalculate the number of users who match the selected filters.

Picture 6. Options for counting mailing recipients

Subscribers filter

Here you can also filter clients by messengers and send mailing, for example, only to users from Telegram. Or select clients who wrote to the bot before/after a certain date.

Picture 7. Available options for filtering users

Mailing Lists: Select available lists from the Lists section. You can select several one.

Picture 8. Filter by lists

Status in CRM: selecting the stages (states) of the built-in CRM: The mailing will be received by customers who are at the selected stages of the funnel.

Picture 9. Status in СRM

Exclude lists: Those who are on the selected lists will be excluded from the recipients. You can select several.

Picture 10. An example of using filters by lists

For clients who are in the following condition: filter by funnel constructor blocks. To select blocks, put a tick.

Picture 11. Example of selecting block in a filter

Connected messengers filter: clients of only the selected messenger will be included in the mailing.

Picture 12. Messenger subscriber filter

Please note!

If there is not a single client in the messenger, then it is NOT displayed in the "Filter by connected messengers".

If whatsapp bot has been recently connected and there are no clients in it, then it will NOT be displayed in the filter for connected messengers.

If there are two bots of the same type in the project, then you can choose which bot subscribers will receive mailing. The mailing will not be sent to clients who have not previously contacted selected bot.

Example: you have two Whatsapp bots connected in your project. All your clients are linked to bot A - they only communicated with him. Task: make a mailing from the number of bot B.

Acceptable solution: Channels section - whatsapp bot B - Download client list button - add a csv file with phone numbers.

Next, when creating a mailing list, you can use a Filter for connected messengers. Now there are clients in both bot A and bot B.

Add by variables/Exclude by variables: filter by the presence of a variable in the client

Picture 13. Filter by client variables

Registered before / Registered after: date of creation filter, registration in the bot.

Picture 14. Filter by date of registration in the bot

The creation date can be found in the dialogue with the client: section Clients - dialogue with the client - Variables - System variables.

Picture 15. The registration date example in the bot

The "Registered before" filter does not include the selected date, but "Registered after" does.

Upload from a file

To fine-tune the mailing list, you can upload a csv file with customer IDs in the first column.

Picture 16. Filter type: Upload from a file.

You can upload a list of clients from one project to another as follows from the "Clients" section:

This allows you to create a list of mailing list recipients from the list downloaded in the Clients section (it contains all recipient variables).

Step 1. Go to the clients section where you need to upload clients:

Step 2. Filter the clients by the required criteria and click on "Download":

For more information on how to filter clients, see the article "How to filter clients for mailing" — вставить ссылку

The uploaded client file is encoded in Windows or UTF-8 and separators: period, semicolon, or tab.

Step 3. Upload the list in the mailing list section:

For whatsapp mailing, simply upload a csv file with phone numbers in the first column.

If you have duplicates of clients in the file, the mailing will still be sent correctly. The client will receive one message. The total number of recipients will be shown in the mailing list settings in the Mailing List section.

The "Message" tab

You can send a text with emoji in the message. It is possible to add buttons and attachments. For convenience, there are fields on the right: “Preview with buttons”, “Recalculate” recipients and “Test". — вставить ссылки

Picture 19. The "Message" tab

During sending a mailing, you can upload multiple attachments at once

"Sending" tab

You can schedule sending at a convenient time or send it immediately. Also, if the editing is not finished yet, you can save mailing as a draft.

Picture 20. “Sending” tab

If you need to split mailing into several parts, use the fields Offset relative to the first client and the number of clients to send

Picture 21. Divide mailing into several parts

For example, you have 1000 clients and you want to send a message to 200 clients today and 800 to the remaining ones tomorrow. To do this, put 0 in the "Offset relative to the first client" field, and 200 in the "Number of clients to send" field. The next day, you put 200 in the first field, 800 in the second.

After creating a mailing list, tasks for sending messages are immediately planned. This allows you to track the result of sending messages. After creating a mailing list, you can see the number of unsent messages.

Important points:

1. The mailing list messages will not be lost under any circumstances.

2. Until the message is not sent, the sending task will not be deleted.

3. If the bot has any problems, the message will not disappear. It will be sent when the problems are fixed.

4. The speed of sending text messages in the mailing list is above 10 messages per second.

5. If mailing is sent from the block and it is necessary to perform certain logic during sending a message, then the speed slows down.

6. If the clients are duplicated in the file, the client will be added to the mailing only once.