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What if you could reach every customer who has ever chatted with your business, right where they already talk to you? With Broadcasts, you can send messages to your entire audience or specific segments through WhatsApp and more channels coming soon. Product announcements, promotional offers, important updates, all delivered directly to the people who already know and trust your brand. Your customers reached out to you through WhatsApp, Instagram, or your website. Now you can reach back out to them, on the same channels, with one click. Broadcasts Overview

The Broadcasts Dashboard

The Broadcasts page shows all your broadcasts in a clean table:
ColumnDescription
NameThe name you gave your broadcast
StatusCurrent state: Draft, Scheduled, or Sent
RecipientsNumber of contacts who will receive (or have received) this broadcast
ChannelsIcons showing which channels are configured (WhatsApp, etc.)
Sent AtWhen the broadcast was sent (or - if not yet sent)
Created AtWhen the broadcast was created
Each broadcast has a three-dot menu with options to duplicate or delete it.

Creating a Broadcast

1

Click + Create Broadcast

Click the + Create Broadcast button in the top-right corner. A new broadcast is created in Draft status, and you’re taken to the broadcast editor.
2

Name your broadcast

Give your broadcast a descriptive name at the top of the page (e.g., “Product Launch Announcement”, “Black Friday Sale”, “Monthly Newsletter”).
3

Configure the three sections

Every broadcast has three sections to configure:
  • Audience (Required): Who receives this broadcast
  • Properties (Optional): Custom data for personalization
  • Channels (Required): How the message is delivered

Audience

The Audience section determines who receives your broadcast. Broadcast Audience

Audience Guide

Learn more about managing your contacts and segments in the Audience guide.
You have two options:

All Contacts

Click All Contacts to send the broadcast to every contact in your audience. Once selected, you’ll see “All Contacts” displayed with a Change button to modify your selection later.

Specific Segments

Click the Add segment dropdown to target specific groups. You can:
  1. Search for a segment by name using the search field
  2. Select one or more segments from the dropdown list
  3. Add multiple segments to broaden your reach
Once a segment is selected, it appears below with:
  • The segment name
  • The number of contacts in that segment
  • A View button to preview the contacts
  • An x button to remove the segment
You can mix and match segments. Click Add segment again to add another one.
To change your audience selection after configuring it, click the Change button in the Audience section header.

Channels

Channels determine how your broadcast message is delivered. You must configure at least one channel, and you can add multiple channels to reach your audience across different platforms in a single broadcast. Channels Overview

Available Channels

Currently supported broadcast channels:
ChannelDescription
WhatsAppSend messages via approved WhatsApp Templates
More broadcast channels are coming soon. Stay tuned for additional ways to reach your audience.
Follow the channel-specific guide below to set up and configure your broadcast channel:

Adding Multiple Channels

You can send a single broadcast through multiple channels at once. After adding your first channel, click + Add Channel to add another one. Each channel is configured independently with its own template and settings. This means you can reach your audience across different platforms simultaneously, all from one broadcast. Channels Configured

Editing a Channel

After a channel is added, you can:
  • Click Edit to modify the template, variables, or settings
  • Click x to remove the channel from this broadcast
When editing, the full channel dialog reopens with all your previous settings. You’ll also see a Remove channel button (in red) at the bottom and a Save Changes button to confirm your updates.

Properties

Properties let you personalize each message with per-recipient values. Think of properties as custom variables that can be different for every contact, like a unique coupon code, a personalized product link, or an account balance.
Add properties like coupon_code or product_url to personalize each message with per-recipient values.

Adding a Property

1

Click + Add property

A new row appears with two fields.
2

Enter the property name

Type a name for your property (e.g., coupon_code, product_url, account_balance).
3

Set a default value

Enter a default value that will be used for any recipient who doesn’t have a specific value assigned.
4

Save the property

Click the checkmark to save, or the x to cancel.
After saving, the property appears in a table showing the Name and Default Value, with edit and delete icons. Properties

Importing Property Values

Instead of setting values one by one, you can bulk import per-recipient property values from a spreadsheet:
1

Click Import values

The import dialog opens with a file upload area.
2

Upload your file

Drag and drop a .csv, .xlsx, or .xls file. Your file should contain a column to identify recipients (email or phone) and columns for each property value.
Click Download sample CSV to get a template with the correct format.
3

Map your columns

A mapping dialog appears where you map each column from your file:
  • Recipient identifier: Map at least one column to Email or Phone so Invent knows which contact each row belongs to
  • Property values: Map columns to your broadcast properties (e.g., map a “Coupon Code” column to your coupon_code property)
  • Skip column: Choose “Skip column” for any columns you don’t need
At least one identifier column (Email or Phone) is required so Invent can match each row to the correct recipient.
4

Import

Click Review, then Import. You’ll see a success message confirming how many values were imported.
Import Property Values After importing, you’ll see:
  • View Uploaded Values button with a count badge showing how many values were uploaded
  • Clear button to remove all uploaded values
  • Replace values button to upload a new file that replaces the existing values

Using Properties in Templates

Once you’ve added properties to your broadcast, they become available as template variables when configuring your channel messages. For example, if you add a coupon_code property, you can insert it into your WhatsApp template variables alongside built-in variables like Contact Name and Phone.

Testing Your Broadcast

Before sending to your entire audience, you can test your broadcast to make sure everything looks right.
1

Click the Test button

Click Test in the top-right corner of the broadcast editor (next to Draft and Schedule Broadcast).
2

Enter test recipient details

A dialog opens with fields for:
  • Full Name (Optional): A test name for the recipient
  • Phone (Optional): The phone number to receive the test (with country code selector)
You must provide the contact detail that matches the channel you’re testing. If your broadcast uses WhatsApp, you must enter a Phone number. The test will fail if the required field for the channel is missing.
3

Click Send Test Broadcast

The test message is sent to the details you entered. Check your phone to verify the message looks correct.
Test Broadcast
Testing sends a real message to the contact details you enter. Make sure you use your own phone number to avoid sending test messages to customers.

Sending or Scheduling Your Broadcast

Once your audience, properties, and channels are configured, it’s time to send. Click Schedule Broadcast in the top-right corner to open the send dialog. Send Broadcast

Timing Options

Choose when your broadcast should be sent: Quick options:
  • Immediately: Send right now
  • In 5 minutes: A short delay
  • In 30 minutes: Send in half an hour
  • In 1 hour: Send in an hour
  • Tomorrow 9:00 AM: Schedule for the next morning
  • Tomorrow 12:00 PM: Schedule for noon tomorrow
  • Tomorrow 3:00 PM: Schedule for the afternoon
  • Tomorrow 6:00 PM: Schedule for the evening
Custom date and time: Use the date/time picker at the bottom to set any specific date and time. The format is mm/dd/yyyy, --:-- --.

Send Confirmation

Before sending, the dialog shows a clear summary:
  • A status message: “Broadcast will be sent immediately” or “Scheduled for Mar 3, 26 08:58 PM”
  • A recipient summary: “Sending to X recipient via WhatsApp” (showing the channel and count)
Click Send Broadcast to send immediately, or Schedule Broadcast to schedule for later.

Scheduled Broadcasts

When a broadcast is scheduled, the page updates to show:
  • A banner at the top: “Broadcast is scheduled to send on [date and time]”
  • The top-right corner shows Scheduled with a live countdown timer (e.g., “04m 14s”)
  • A Cancel Schedule button to stop the scheduled broadcast and return it to Draft
You can still modify a scheduled broadcast by canceling the schedule first, making your changes, then scheduling it again. Scheduled Broadcast

Broadcast Analytics

After a broadcast is sent, the page transforms into an analytics dashboard. The three sections (Audience, Properties, Channels) become collapsible summaries with badges showing the configuration.

Deliverability

The Deliverability card shows how successfully your messages were delivered:
  • Total Recipients: The total number of contacts targeted
  • Sent: How many messages were sent and the percentage
  • Delivered: How many messages were confirmed delivered and the percentage
The large percentage at the top gives you an at-a-glance deliverability rate.

Engagement

The Engagement card shows how recipients interacted with your broadcast:
  • Opened: How many recipients opened or read the message, with the percentage

Recipients Table

Below the analytics cards, a detailed table lists every recipient:
ColumnDescription
RecipientContact name and identifier (e.g., phone number)
ChannelWhich channel the message was sent through (e.g., WhatsApp)
StatusDelivery status icons showing the message journey (sent, delivered, read, etc.)
Sent AtWhen the message was sent to this specific recipient
Hover over the status icons to see detailed timestamps for each event (e.g., “Opened Mar 3, 26 08:59:19 PM”). Broadcast Analytics

Duplicating a Broadcast

Want to create a similar broadcast without starting from scratch? Use the three-dot menu on any broadcast in the list and select Duplicate. This creates a copy with “(Copy)” appended to the name, preserving all your audience, properties, and channel settings.

Broadcast Statuses

StatusDescription
DraftThe broadcast is being configured and hasn’t been sent yet. You can freely edit all sections
ScheduledThe broadcast is queued to send at a specific future time. Shows a live countdown timer
SendingThe broadcast is currently being delivered to recipients. You cannot edit it while sending
SentThe broadcast has been fully sent. Analytics and tracking data are available
CancelledThe broadcast was cancelled before it finished sending. You can re-send a cancelled broadcast
FailedSomething went wrong during delivery. Check the error details and re-send after fixing the issue
You can re-send broadcasts that are in Draft, Cancelled, or Failed status. To re-send a scheduled or sending broadcast, cancel it first.

Best Practices

  1. Always test first: Use the Test button to send yourself a preview before broadcasting to your entire audience. Verify the template looks correct and variables are populated properly
  2. Segment your audience: Don’t blast everyone with every message. Use segments to target the right people with relevant content
  3. Use properties for personalization: A message with the recipient’s name and a unique coupon code feels personal and drives higher engagement
  4. Schedule strategically: Use the scheduling options to send messages when your audience is most likely to engage. Avoid sending late at night or during weekends
  5. Monitor analytics: After sending, check your deliverability and engagement metrics. Low deliverability might indicate issues with phone numbers in your contacts
  6. Comply with regulations: Always ensure you have appropriate consent to message your contacts. WhatsApp has strict policies about template messages, so use approved templates
  7. Start small: If you’re new to broadcasting, start with a small segment to test your approach before scaling to your full audience

Next Steps