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Mass Messaging

Introduction

With this feature, you can create group messaging plans on multiple channels including WhatsApp App, WhatsApp API, Email, Messenger, Telegram, Instagram, Line, and chat plug-ins.
Mass messaging supports sending message templates to customers in WhatsApp channels whose conversation time exceeds 24 hours.
After sending the message template, you can also view the relevant data on the number of people who planned to send it, the number of people who have sent it, the number of people who successfully sent it, the number of people who failed to send it, and view the details of the planned sending.

 

Description

1. WhatsApp app group message

Send group messages to contacts/groups in your WhatsApp account (it is not recommended to send group messages to customers you have not communicated with, and there is a risk of official account suspension, so please use with caution!)

1.1 Select channel

In [ Marketing - Mass Message ], click Create Plan > Select WhatsApp App > Click OK.

1.2 Fill in the content

Fill in the name of the mass messaging plan > click "Filter " audience > check the customers you want to send mass messages to > click " OK " after checking.

Note: If there is no audience, import it in [ Client - Customer List ].

 

1.3 Enter the content to be sent

You can create group text, pictures, attachments, videos or audio content here . You can also choose to insert system variables (name, phone number, email address) and alternative text (when the contact does not have a field value for the selected system variable, the alternative text will be displayed).

1.4 Select the transmission frequency

The group messaging plan supports sending multiple messages within an interval of 3-120s.

1.5 Choose the time to send

Set the mass sending time by yourself so that you can plan your marketing plan in advance. After setting, click Confirm and the plan will be created successfully.

2. WhatsApp API number group messaging

2.1 Select channel

In [ Marketing - Mass Message ], click Create Plan > Select the channel WhatsApp API > Click OK.

2.2 Fill in the information

Select the recipient , fill in the name of the mass messaging plan and filter the recipient (same as WhatsApp App).

2.3 Fill in the content and type of the message to be sent

The WhatsApp API number supports the use of WhatsApp templates or sending non-template type messages to visitors who have interacted within 24 hours.

You can directly send text/image/attachment messages to customers who have interacted with you on the last day to wake them up. If the visitor replies, a new 24-hour conversation window can be opened without deducting the official message template conversation fee, reducing your marketing costs.

You can also enter a number for testing before sending a group message.

 
 

 

Note: You can manage templates or add new templates in [ Marketing-WhatsApp Template ].

2.4 Select the sending frequency and time (same as the WhatsApp app)

 

3. Email Group

In [ Marketing - Mass Message ], click Create Plan > Select Email > Click Confirm to create a mass email sending plan.

In the Create Mass Mail Plan interface, you can modify the mass mail plan name, filter the audience, enter the email subject, edit the email content , and customize the sending frequency and time before sending the plan.

 

 
Direct editing: supports direct editing of email content and modification of format.
Use templates: You can select templates from [ Template Library ]. If there is no suitable template, you can go to [ Marketing - Email Template ] to add various template contents. https://app.salesmartly.com/marketing/templates/email

 

4. Messenger group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Messenger > Click Confirm to create a mass message plan for the Facebook channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

 

 
General content: Normal content message types can send text, pictures and attachments.

 
Conversation Flow: A message type can be sent by selecting an automated process.

 

Message type: To avoid the problem of sessions not being able to be sent for more than 7 days, you can choose to confirm event updates, after-sales updates, account updates, etc. to maintain relationships with customers.

5. Instagram group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Instagram > Click Confirm to create a mass message plan for the Instagram channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

 

Note: On the Instagram channel, you can only send messages to visitors who have sent your last message within 7 days.

6. Telegram group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Telegram > Click Confirm to create a group message plan for the Telegram channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

7. LINE group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Line > Click Confirm to create a mass message plan for the Line channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

8. Chat plugin group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Chat Plug-in > Click Confirm to create a mass message plan for the chat plug-in channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

9. Check the effect of group messaging

After sending a group message, you can view the effect of the group message in [ Marketing - Mass Message ], such as the planned number of senders, the number of successful senders, the delivery rate and other data, so that merchants can clearly grasp the reach effect of each message, and each message can be traced, helping merchants to quickly understand the marketing effect of messages, continuously iterate content, and improve marketing conversion efficiency.

Click Insights in the group messaging plan to view the sending performance of a single plan and view the following information:

 
Basic information: record the group messaging plan configuration information and preview the original plan content.
Sending effect: Merchants can see the message sending details and effects.
If you click on the planned number of recipients area, the merchant can see the original planned delivery status of the message.
If you click on the area of the bottom of insight the merchant can see the details of the messages sent and the proportion sent, and check whether there is any discrepancy with the originally planned number of people.

 

 
Click to view the conversation :

 

10. Copy group messages

In [ Marketing - Mass Message ], you can now copy mass messages . You don't need to create similar mass message plans repeatedly. The copy function can save you a lot of time and energy.

Click Copy to enter the copy editing interface. You can edit based on the original > click OK to complete the copy.

FAQs

1. When I checked the customer, I checked the checkbox next to "Name" and selected the customer, but when I exported the customer information, there were only 20 pieces of customer information instead of all the customer information.

If you want to check all customers, you can click Check all XX customers at the bottom to select all customers.

Note: Checking the checkbox next to a name only selects all customers on a certain page, not all customers.

The detailed check function description is as follows:

If you only need to select a small number of specific customers, simply check the box next to the user's name.
To select customers on a particular page, check the box next to their name.
If you need to select all customers, click the bottom to check all XX customers.

2. How to add WhatsApp templates?

You can manage templates or add new templates in [ Marketing - WhatsApp Template ].

Before submitting the template, please try passive chatting for 3-5 days (i.e. visitors actively send messages to WS accounts). Directly applying for templates or sending group messages may easily lead to the new account being blocked. When filling out the template, you can refer to the official template examples to increase the probability of passing the template review: https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines

 

3. How to add an Email template?

You can go to [ Marketing - Email Template ] to add various template contents.

 https://app.salesmartly.com/marketing/templates/email

4. How to add an EDM template?

Answer: Both EDM templates and Email templates can be added in [ Marketing - Email Template ].

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Last modified: 2025-07-08Powered by