1. Go to the Contacts Page & click 'Import'
After getting your template approved, you need to import your contacts to CallHippo in a .csv format.
On the Contacts page & click Import to add your contacts.
2. Now, go to Sheets & add the Contacts you wish to Import to CallHippo
The easiest way to upload your contacts is to add them to a spreadsheet document and then import them to CallHippo in a .csv format.
Add a tag attribute to the contacts so that you can easily filter & find the latest contacts among a sea of contacts whom you wish to Broadcast.
3. Download in .csv format
After adding the contacts, click File at the top right corner & Download the file in .csv format as shown in the below image.
4. Upload .csv File (create it from Sheets)
Now, come back to the CallHippo & click Upload File to add the .csv file you just created.
5. Map to Attributes
Next, you need to map the contacts to particular attributes you wish to import. In the above file, we added three attributes: Name, Mobile Phone & Tag. Map these attributes to import the contacts successfully.
Note: Mapping the wrong attribute might lead to the failure of the import process. So, kindly do this carefully.
6. Now, segregate the Contacts by clicking 'Filter'
Once you have imported your contacts, you can filter them by selecting who you want to send a WhatsApp Broadcast.
Click the Filter button to filter the contacts you wish to Broadcast.
7. Select the attribute of contacts you wish to Broadcast
In this step, apply the filter that will segregate your contacts. There are multiple filters available like a user's last seen, created at, Opted in, Incoming blocked & attributes using which you can smartly filter your contacts.
8. Select your preferred attribute, like a tag
Since we added a common tag to each imported contact, we'll use the attribute Tags to select our added contacts.
9. After picking the Attribute, click 'Apply'
After selecting the tag (which in this case was leads which we added to the contacts in our Sheet file), click Apply to view the contacts that contain the tag Leads.
10. Select the Contacts & click 'Broadcast'
As you can see, all 19 contacts which we added now show on the contacts page.
Select all contacts & click on Broadcast to create a new Broadcast campaign.
Note: If you're worried about whether the filter is applied or not, verify whether there's a dot above the filter button as shown in the below image.
11. Add the Campaign name & select your pre-approved Template message
Here, add your Campaign name (Campaign name should be unique for every campaign) & select your pre-approved template message.
12. Add Parameter values & Media file
Parameters are exact values that will replace the variable parameters (i.e., there need to be 2 brackets on the left and 2 on the right of the variable).
The users will receive the message with these values.
You can also personalize by sending messages with the user's first name by using attributes like $FirstName. Check out how to add attributes like $FirstName, $Email, $Country & more in a single click.
13. Verify your Campaign & Click 'Send Now'
Last, verify your WhatsApp Broadcast Campaign & click Send Now to share the Broadcast with users.
14. Track the Analytics by going to Campaigns Page
After the campaign is sent, click Go to Campaign to verify your Campaign analytics.
This will help you track how your campaigns are performing and make any changes if required.