🟩 How to Broadcast to WhatsApp with Custom Field Variables

📚 Learn how to send personalized WhatsApp messages using custom field variables in BotCommerce. This step-by-step guide will show you how to tailor messages for each subscriber on your list.

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In this article, you will learn how to broadcast to WhatsApp with Custom Field Varables by following the next steps:

Import Your Subscriber List: #

    • Go to WhatsApp Subscriber Manager in the BotCommerce dashboard

 

    • Select the WhatsApp account you want to use for broadcasting messages.

 

    • Click on Option and select Import Subscribers.

    • Download the sample CSV file provided by BotCommerce to see the format.

 

    • Prepare your subscriber list with additional columns for custom data (e.g., payment due dates, amounts).
    • Optionally, add a single quote at the beginning of data for proper formatting, or change the cell format to text before saving.

 

    • Upload the CSV file. Verify the first two data entries displayed.

    • Assign a label to these subscribers (if left blank, the file name will be used as the label).

    • Click on the Confirm button to finalize the import.

 

Create a Message Template: #

    • Navigate to Bot Manager and select the relevant WhatsApp account

.

    • Go to Message Template and click on the Create button.

    • Name your template and select the appropriate Locale and Template Category.


    • Write your message body, incorporating the custom fields as needed.

    • Save the message template and check the status to ensure it’s been approved by WhatsApp.

 

Set Up the Broadcast: #

    • Click on Create to start a new broadcast.

    • You’ll be redirected to the Visual Flow Builder. Name your campaign.
    • Choose the Anytime option and select the approved message template.
    • In the Include Label ID, select the label used when uploading your subscriber list. Verify the target subscriber count.
    • Click OK and then double-click on Start Bot Flow to name your bot flow.

Finally, save the bot.

 

Send and Monitor #

    • Your personalized WhatsApp messages will be sent to each subscriber on your list.

  • Check the reports to confirm successful delivery.

That’s it! Now you know how to broadcast personalized messages to your WhatsApp subscribers using custom field variables in BotCommerce.