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WhatsApp Broadcasting with Personalized Variable Data: A Step-by-Step Guide

In today’s fast-paced digital communication landscape, businesses are constantly seeking new ways to connect with customers on a more personal level. One of the most powerful tools available is WhatsApp Broadcast, which allows companies to send bulk messages to their subscribers with ease. With WhatsApp Broadcast, you can reach an unlimited number of recipients simultaneously, even those who haven’t added your business to their contacts.

The key to making these communications truly impactful is personalization. Businesses can customize messages by incorporating different data for each subscriber, making the interaction more relevant and engaging. For example, you might have a list of subscribers with outstanding dues—User A owes 50 USD due on February 28th, while User B owes 75 USD, due on March 12th. This guide will walk you through the steps to create a personalized WhatsApp Broadcast campaign using custom data for each subscriber.

Step-by-Step: How to Send Personalized WhatsApp Broadcast Messages



Import Your Subscriber List with Custom Data

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.

 

 

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.)

  1. 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.

 

 

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.

 

 

 

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.

 

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

 

 

 

Related Articles:

WhatsApp Broadcasting List: A guide to WhatsApp Bulk Messaging (2024)

How to Broadcast Messages to WhatsApp Subscribers in BotSailor

How to broadcast messages to Telegram Subscribers by using BotSailor

How to do Chatbot Marketing in WhatsApp by BotSailor

 

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Kamrul Hasan

22 Mar 2023
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