Step 1:

Import Your Subscriber List with Custom Data from CSV File

To get started, import your subscriber list with the necessary data from CSV File

• Navigate to the WhatsApp Subscriber Manager from the BotSailor's dashboard.
• Select the WhatsApp account you’ll be using if you have multiple WhatsApp accounts connected to your BotSailor account.
• Click on the option button and then select import subscribers.

BotSailor provides a sample CSV template that includes two columns: one for the phone number and another for the subscriber's name. You can download this template and modify it by adding more columns if needed—these extra columns will be used as custom variables in your broadcast message.

If you have any data with unusual formatting, you can add a single quote at the beginning or change the cell format to text before saving and uploading the CSV.

Import Your Subscriber List with Custom Data from CSV File

To get started, import your subscriber list with the necessary data.

• Navigate to the WhatsApp Subscriber Manager from the BotSailor's dashboard.
• Select the WhatsApp account you’ll be using if you have multiple WhatsApp accounts connected to your BotSailor account.
• Click on the option button and then select import subscribers.

BotSailor provides a sample CSV template that includes two columns: one for the phone number and another for the subscriber's name. You can download this template and modify it by adding more columns if needed—these extra columns will be used as custom variables in your broadcast message.

If you have any data with unusual formatting, you can add a single quote at the beginning or change the cell format to text before saving and uploading the CSV.

Importing WhatsApp Contacts from Google Sheets

Did you know that BotSailor now allows you to import WhatsApp contacts directly from a Google Sheet? This seamless integration simplifies the process of adding contacts, making it quicker and more efficient. You can either use CSV file to upload your existing WhatsApp contact from CSV file or from Google Sheet as per your choices.

If you're unfamiliar with how to import WhatsApp contacts from Google Sheets, check out our step-by-step guide here: How to Import WhatsApp Contacts from a Google Sheet to BotSailor. This guide will walk you through connecting your Google account and importing contacts effortlessly.

By combining the power of contact import and automation features, BotSailor becomes your ultimate solution for managing and executing WhatsApp marketing campaigns efficiently.

Once uploaded, review the first two records to ensure everything is perfect. You can also assign a label to the imported subscribers. If you leave the label field blank, the file name will be used as the label.

Now, we have to map the data of the subscribers. The Phone number column of the CSV file should be mapped to the Subscriber Name field, and the Subscriber’s Name column should be mapped to the Subscriber’s Name field. And the other columns must also be mapped to custom field variables.

To map data, follow the below steps:

1. Click on the Map Data It will open two fields, named File Header and Data Field.
2. On the File Header, select the column name of the CSV file, and on the Data Field, select the appropriate field to which the column data will be mapped.

(Do these two above steps for every column that you have on your CSV file.)

3. We must map all the columns of the CSV file to appropriate fields of BotSailor’s subscriber, including custom fields data that we want to use in the personalized broadcasting.

Before mapping or uploading the CSV file, make sure that you have already created custom fields for the custom data of the subscribers. If not, create them before uploading your CSV files containing custom field data.

To create custom fields for WhatsApp subscribers on BotSailor, please follow the these steps:

[If you already have custom fields created, you don't need to follow these steps.]

1. Go to WhatsApp Subscriber Manager from the BotSailor’s dashboard.
2. Select Manage and then select Manage Custom Fields.
3. Click on the Create
4. Provide a custom field name and select the appropriate reply type from the drop-down list.
5. Save it.

After mapping all data, click on the Confirm button.

Step 2:

Create a Custom WhatsApp Message Template

Next, you’ll need to create a custom message template. In the WhatsApp Bot Manager, select your account and navigate to the Message Template section.

1. Click the “Create” button to generate a new template.
2. Name the template, choose your locale, and select the appropriate category.
3. In the message body, incorporate the custom variables from your CSV file to personalize the message for each subscriber.
4. Save the template and verify its status. Once approved, you're ready to create your broadcast campaign.

Step 3:

Create Broadcasting Campaign:

Now it’s time to launch your personalized campaign. From the left-hand navigation menu, go to WhatsApp Broadcasting and click “Create.” You’ll be redirected to the Visual Flow Builder.

1. Name your campaign and select “Anytime” for sending.
2. Choose the message template you created in Step 2.
3. In the “Include Label IDs” section, select the label you used when uploading the subscriber list.
4. Confirm that the number of targeted subscribers matches your expectations. Once everything is set, click "OK."

Finally, double-click on the Start Bot Flow to name your bot flow and save it. That's it, you’ve successfully created a personalized WhatsApp broadcast with custom data for each subscriber!

The Benefits of Personalizing Your WhatsApp Broadcasts

Sending personalized messages to your subscribers not only improves communication effectiveness but also helps build stronger relationships with your customers. By addressing each recipient individually with relevant information, you're more likely to engage them and achieve your marketing goals.

FAQs:

1. What is WhatsApp Broadcasting in BotSailor?

Ans: In BotSailor, broadcasting allows users to send messages to multiple contacts at a time while maintaining a personalized touch by using variable data for each recipient.

2. How Can I Personalize messages in a broadcast?

Ans: You can personalize messages by using variables such as the recipient's name, preferences or other custom data fields.

3. Is there a limit to the number of recipients in a broadcast?

Ans: No, there is no limit of recipients in a broadcast if you are using BotSailor. If your account has a limit of 10k subscribers; then you can broadcast your messages to that limit.

4. What analytics features does BotSailor provide for tracking broadcast?

Ans: BotSailor allows you to track metrics such as delivery rates, open rates and engagement rates for your broadcasted messages.

5. Is there any customer support available for using Botsailor?

Ans: Yes, BotSailor provides customer supports through live chat in whatsapp, messenger, telegram, instagram and webchat. You can also open support ticket for technical supports where a dedicated technical engineer will resolve your issues.

6. What are the benefits of using personalized variable data in WhatsApp?

Ans: Personalizing your broadcasts can significantly enhance engagement, improve customer satisfaction and increase conversion rates by making your messages and to the point.

7. Can I test my broadcasts before sending them out?

Ans: Yes, BotSailor allows you to send test messages to yourself or a small group to ensure that the personalization and formatting are correct before launching the full broadcast. 

Watch our video tutorial to learn how to broadcast personalized data via WhatsApp.

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