Two ways to broadcast
Every broadcast is one of two types, chosen when you create it and fixed afterwards.| Marketing | Transactional | |
|---|---|---|
| Best for | Announcements, updates, offers, newsletters | OTPs, receipts, confirmations, password resets |
| Who receives it | A segment or all contacts, chosen up front | One recipient, named on each trigger |
| When it sends | Now or scheduled for later | The moment your backend calls the endpoint |
| How it is sent | One send to many people | One API call per message |
| Unsubscribes | Respected; unsubscribed contacts are excluded | Respected; the trigger is rejected if the contact unsubscribed |
| Lifecycle | Draft to Scheduled to Sent | Draft to Active, then triggered many times |
Marketing Broadcasts
Send one message to a group at once, immediately or scheduled
Transactional Broadcasts
Trigger a single message through the API when an event happens
The Broadcasts dashboard
The Broadcasts page lists every broadcast in a table:| Column | Description |
|---|---|
| Name | The name you gave the broadcast |
| Status | Current state (see Broadcast statuses) |
| Recipients | How many contacts will receive, or have received, the broadcast |
| Channels | Icons for the channels configured (WhatsApp, and more soon) |
| Sent At | When the broadcast was sent, or - if not yet |
| Created At | When the broadcast was created |
Creating a broadcast
Channels
Channels determine how your message is delivered. Every broadcast needs at least one, and you can add several to reach contacts across platforms in a single broadcast.
Available channels
| Channel | Description |
|---|---|
| Send messages via approved WhatsApp Templates |
More broadcast channels are coming soon.
Set up WhatsApp Templates and configure the channel
Adding multiple channels
After your first channel, click + Add Channel to add another. Each channel is configured independently with its own template and settings, so a single broadcast can reach contacts on several platforms at once.
Editing a channel
After a channel is added you can:- Click Edit to change the template, variables, or settings.
- Click x to remove the channel.
Channels can only be edited while the broadcast is in Draft.
Properties
Properties personalize each message with per-recipient values. Think of them as variables that differ for every contact, such as a coupon code, a product link, or an account balance.Add properties like
coupon_code or product_url, then map them into your templates.Adding a property
The property then appears in a table showing its Name and Default Value, with edit and delete icons.
Importing property values
For marketing broadcasts, you can bulk import per-recipient values from a spreadsheet instead of setting them one by one:Upload your file
Drag in a .csv, .xlsx, or .xls file with a column to identify recipients (email or phone) and a column for each property value.
Map the columns
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.
- Skip column: choose “Skip column” for anything you do not need.
Transactional broadcasts do not import values up front. Their per-recipient values arrive with each trigger instead.
Using properties in templates
Once added, properties are available as template variables when you configure a channel. Acoupon_code property, for example, can be inserted into your WhatsApp template alongside built-in variables like Contact Name and Phone.
Broadcast statuses
| Status | Applies to | Description |
|---|---|---|
| Draft | Both | Being configured, not sent yet. All sections are editable. |
| Scheduled | Marketing | Queued to send at a future time, with a live countdown. |
| Sending | Marketing | Currently being delivered. Cannot be edited. |
| Sent | Marketing | Fully sent. Analytics and tracking are available. |
| Active | Transactional | The endpoint is live and accepting triggers. |
| Paused | Transactional | The endpoint is closed and triggers are rejected. Configuration is preserved. |
| Cancelled | Marketing | Stopped before finishing. Can be re-sent. |
| Failed | Marketing | Something went wrong during delivery. Fix the issue and re-send. |
Duplicating a broadcast
To reuse a setup, open the three-dot menu on any broadcast and select Duplicate. This creates a copy with “(Copy)” appended, preserving the audience or trigger, properties, and channels.Next steps
Marketing Broadcasts
Audience, scheduling, and analytics for bulk sends
Transactional Broadcasts
API triggers, variables, and the live endpoint
Set up WhatsApp Templates and configure the channel
Audience
Manage contacts and build segments for targeting