Broadcast
Broadcast takes communication with customers to a new level. This sections allows you to personalise your conversations, updates with meaningful templates from our "Template Library" and your own customized templates. Creating Campaigns is much easier with templates, contacts, products and orders
Template Management
Templates Module
The Templates Module in vCX simplifies communication by enabling businesses to send predefined or customized messages quickly and effectively. Templates are powerful tools for initiating conversations, ensuring consistency, and saving time.
What are Templates?
Templates are pre-approved message formats, currently available for WhatsApp, that help businesses engage with customers seamlessly. Whether you’re sending updates, offers, or reminders, templates make communication faster and more efficient.
Key Features
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WhatsApp Templates
- Create templates for common communication needs like order updates, appointment reminders, or promotional offers.
- Use pre-approved templates to ensure compliance with WhatsApp Business API policies.
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Template Library (Coming Soon!)
- Access a library of predefined templates created for various use cases.
- Pick a template, customize it to match your brand tone, or use it as-is.
- Save time by avoiding the need to draft messages from scratch.
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Multi-Channel Integration (Future Scope)
- Templates will soon extend to other messaging channels beyond WhatsApp for omnichannel communication.
Templates Category
- Marketing: Templates that are used for Marketing your products and services.
- Utility: Templates that are part of a transaction e.g. order confirmation, payment receipt, booking confirmation etc.
- vSecure: vSecure is an alternative for passwords, it can be used as OTP (one time password) or can implement deeplink to login to applications with out entering a password.
Template type
1. Marketing Templates
- Library: A collection of templates that are curated by industry and high performing. (coming soon)
- Custom: Create your own templates from scratch, controll all elements of your template.
- Carousel: Carousel is a great way to display multiple cards as a slider and works as a great marketing message.
- Catalog: Catalog templates are great way to share your products and services collection with your customers (coming soon)
2. Utility Templates
- Library: A collection of templates that are curated by industry and high performing. (coming soon)
- Custom: Create your own templates from scratch, controll all elements of your template.
- Order status: Customize templates for order status.
- Order details: Customize templates for order details
3. vSecure Templates
- Library: A collection of templates that are curated by industry and high performing. (coming soon)
- Custom: Create your own templates from scratch, controll all elements of your template.
Why Use Templates?
- Conversation Starters: Initiate meaningful interactions quickly and professionally.
- Save Time: Predefined templates reduce the effort of crafting messages manually.
- Consistency: Ensure uniform messaging across your team.
- Scalability: Templates enable you to send personalized updates at scale.
Use Cases for Templates
- Order Confirmation: "Hi [Name], your order #[Order ID] has been confirmed and will be delivered soon!"
- Appointment Reminder: "Reminder: Your appointment with [Business Name] is scheduled for [Date & Time]. Reply 'Confirm' to confirm."
- Promotional Offer: "🎉 Special Offer! Get 20% off on all products this weekend. Use code SAVE20 at checkout!"
- Feedback Request: "Thank you for your recent order! We'd love your feedback. Click here: [Link]."
Future Enhancements
With the upcoming Template Library, businesses will be able to:
- Choose from a variety of professionally designed templates.
- Easily customize templates to match branding and tone.
- Deploy templates across campaigns, chats, and multiple messaging channels.
The Templates Module ensures you are always one step ahead in customer communication, making every interaction seamless, quick, and impactful.
Create Template
Template Creation
The Template Creation feature in vCX enables businesses to design and submit message templates for WhatsApp that serve as powerful tools for customer engagement, updates, and secure communication.
Types of Templates Supported
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Marketing Templates
- Used for promotional messages, offers, or campaigns.
- Ideal for broadcasting and initiating customer engagement.
- Example: "Hi [Name], enjoy 25% off on your next purchase! Offer valid until this weekend. Shop now!"
-
Utility Templates
- Designed for informational or transactional updates.
- Perfect for sending order confirmations, appointment reminders, or status updates.
- Example: "Your order #[Order ID] has been shipped. Track it here: [Link]."
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vSecure Templates (Add-on)
- A specialized authentication template used for secure customer verification.
- Designed to send OTPs (One-Time Passwords) or secure access messages.
- Ensures security in communication for sensitive processes like login verification or order confirmation.
- Example: "Your vSecure OTP is 123456. Do not share this code with anyone."
Key Uses for Templates
Templates are versatile and can be used across the vCX platform:
- Conversation Starters: Initiate chats with customers in a professional and compliant manner.
- Broadcast Campaigns: Target dynamic groups with promotional, informational, or utility messages.
- Secure Communication: Use vSecure templates to ensure safe and reliable authentication.
How to Create a Template
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Choose Template Category:
- Select from Marketing, Utility, or vSecure.
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Draft Content:
- Follow WhatsApp’s content guidelines for clarity and compliance.
- Include placeholders (e.g.,
[Name]
,[Order ID]
) to personalize messages.
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Submit for Approval:
- Templates must be approved by WhatsApp before use.
- Track approval status directly in the Templates Module.
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Deploy Templates:
- Use approved templates in conversations, broadcast campaigns, or workflows.
Coming Soon: Template Library
We are excited to announce the upcoming Template Library feature!
- Access a library of predefined templates for various use cases.
- Easily customize templates to match your brand’s voice.
- Save time and effort with ready-to-use templates for campaigns, chats, and broadcasts.
Why Use vCX Templates?
- Speed and Efficiency: Preapproved templates enable quick, compliant messaging.
- Versatile Usage: Use templates for marketing, customer support, and secure communication.
- Enhanced Personalization: Add dynamic fields to tailor messages to each recipient.
- Secure Add-on: Ensure customer trust with vSecure authentication templates.
- Future-Proof: The Template Library will further simplify and scale your messaging efforts.
The Template Creation feature in vCX ensures you always have the right message ready—whether it’s for promotions, customer updates, or secure verifications—helping you drive engagement and build trust at scale.
Campaigns
Campaigns
The Campaigns Module in vCX allows businesses to send targeted broadcast messages to groups of users, making it an essential tool for scaling customer engagement and communication.
Types of Campaigns
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Single Send Campaign
- Used to send a one-time broadcast message to a selected group.
- Ideal for promotions, announcements, or immediate updates.
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Multi-Send Campaign
- Designed to schedule campaigns that run repeatedly based on a defined schedule.
- Perfect for regular updates, reminders, or periodic promotional messages.
Key Features
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Drag-and-Drop Campaign Designer
- Build and customize campaigns easily with an intuitive drag-and-drop interface.
- No coding skills required—anyone can design and launch a campaign in minutes.
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Template Integration
- Attach pre-approved templates to campaigns for fast and compliant messaging.
- Choose from Marketing, Utility, or vSecure templates depending on the campaign goal.
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Dynamic Group Targeting
- Send messages to specific groups created in the Contacts Module.
- Leverage dynamic segmentation to ensure targeted and relevant broadcasts.
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Scheduling Flexibility
- Schedule campaigns to run once (Single Send) or repeatedly (Multi-Send) based on your business needs.
- Automate recurring campaigns to save time and maintain consistency.
How to Launch a Campaign
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Design the Campaign:
- Use the drag-and-drop interface to create your campaign flow.
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Attach a Template:
- Select a pre-approved template to use as the message content.
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Choose the Target Group:
- Select the group of users to whom the broadcast will be sent.
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Set the Schedule:
- For Single Send, define the date and time for a one-time broadcast.
- For Multi-Send, set up a schedule for recurring broadcasts.
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Launch and Monitor:
- Launch the campaign and track its delivery and engagement metrics.
Benefits of vCX Campaigns
- Scalable Outreach: Send messages to a large number of users with ease.
- Targeted Messaging: Leverage group segmentation to ensure relevance and higher engagement.
- Efficiency: Automate recurring broadcasts with Multi-Send campaigns.
- Quick Deployment: Attach pre-approved templates for fast and compliant communication.
- User-Friendly Design: Create campaigns effortlessly with the drag-and-drop interface.
The Campaigns Module in vCX empowers businesses to reach the right audience at the right time with the right message, ensuring seamless and scalable communication.