Broadcasts List Interface
The Broadcasts page is your central hub for managing all bulk messaging campaigns. From here, you can monitor the performance of every sent or scheduled campaign. You can search for a specific campaign by name using the Enter name box at the top left. The campaign list displays the following metrics:Create a Broadcast
1
Start a new campaign
From the left menu, select Broadcasts, then click + Create Broadcast in the top-right corner.
2
Select a sending channel
On the Choose Channel screen, select one channel for this campaign:
After selecting a channel, click Continue.
3
Configure message content
Set up the message content specific to the channel you selected. For Messenger and WhatsApp, you will also choose a sending type (see the channel-specific sections below).
4
Set the schedule
Choose when to send the campaign — immediately or at a specific future time.
5
Define the audience
Configure contact filters to target the right customer segment.
6
Review and confirm
Check the estimated receiver count, then click Confirm to launch or schedule the campaign.
Configure Schedule and Contact Filter
Every broadcast channel shares the same two settings for timing and audience targeting.Schedule — Sending Time
Contact Filter — Receiver Target Filters
Click + Add Condition to add filter criteria based on attributes such as Tag, Custom Field, active channel, or last interaction time. The system automatically calculates and displays the number of matching contacts in the Receivers section at the bottom of the screen.
Messenger Broadcasts
ChatbotX provides 2 sending types for Messenger Broadcasts.Type 1: Template Message
Use Template Message when you need to message customers who are outside the 24-hour interaction window — for example, old contacts who have not messaged your page recently.Type 2: Messenger Active Contacts
Use Active Contacts when you only want to send messages to customers who have interacted with your chatbot within the last 24 hours. This type only supports Flow scripts (not templates) and is ideal for promotional messages, discount codes, and direct sales content — because Meta allows unrestricted content within the 24-hour window.WhatsApp Broadcasts
ChatbotX provides 2 sending types for WhatsApp Broadcasts.Type 1: Template Message (Outside 24 Hours)
Use this type to send messages to customers outside the 24-hour interaction window using a Meta-approved message template. The configuration interface includes:- Flow / Template — choose Flow (chatbot script bundled with a template) or Template (standalone approved template)
- WhatsApp Channel — select the WhatsApp phone number to send from
- WhatsApp Template — select the synced template from the dropdown
- Variable mapping — fill in values for
{{1}},{{2}}, and other dynamic variables - Preview — preview the final message layout including buttons before confirming
Type 2: Active Contacts Within 24 Hours
Use this type to send free-form Flow scripts to customers who have an active chat session within the last 24 hours. Only Flow scripts are supported — templates are not available for this type. You can freely send product consultations, answers, promotions, or care scripts within the active session.Active contacts within 24 hours only delivers successfully to contacts with an open chat session. For customers silent for more than 24 hours, you must use Template Message instead.
WhatsApp Message Templates
To message customers outside the 24-hour window, WhatsApp requires pre-approved message templates to prevent spam. Templates contain fixed content with dynamic variables ({{1}}, {{2}}, and so on) that automatically populate customer-specific information.
Template Categories
Create and Submit a Template for Approval
1
Open WhatsApp management
Go to Settings → Channels tab → WhatsApp → Manage next to the number you want to configure.
2
Open the template list
Select the Message Templates tab. Click Synchronize to pull already-approved templates from Meta, or click Manage to open the Meta management interface.
3
Create the template on Meta
On Meta’s WhatsApp Manager, click Create template and fill in:
- Category — Marketing, Utility, or Authentication
- Template name — use only lowercase letters and underscores (for example,
order_delivery_update) - Content — draft the message body (up to 1,024 characters); add variables and call-to-action buttons as needed
4
Submit and sync
Click Submit for Meta to review. Once the status changes to
APPROVED, return to ChatbotX and click Synchronize to make the template available for broadcasts.Tips to Avoid Template Rejection
- Do not place dynamic variables at the very beginning or very end of the message.
- Do not place two dynamic variables immediately next to each other (incorrect:
{{1}}{{2}}). - Number variables sequentially from 1 using the correct double curly brace syntax (
{{1}},{{2}}). - Call-to-action button URLs must not contain direct
wa.melinks. - Template content must not completely duplicate the wording structure of a previously approved template.
- Avoid vague, very short, or unclear language.
- Fix any spelling or grammar errors before submitting.
Campaign Naming Tips
Use a consistent naming convention across all broadcasts so you can identify and track campaigns quickly in the list. A recommended format is:Messenger - Flash Sale - 2506WhatsApp - Order Update - 1806Zalo - Maintenance Notice - 1806