SMS Broadcast

This section contains essential information and usage guidelines for creating and managing SMS broadcasts inside BotPenguin.

What is SMS Broadcast?

SMS Broadcast allows you to send messages or automated flows to multiple users at once. This feature helps streamline communication, automate engagement, and scale outreach without manual effort.

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Benefits of SMS Broadcast

• 🚀 Enables bulk communication at scale without repetitive manual effort.

• 💬 Supports both single messages and automated chatbot flows for dynamic outreach.

• 🎯 Allows targeted broadcasting using CSV, Segments, or Google Sheets.

• 🛠️ Enhances operational efficiency through automation and scheduling.

• 📊 Provides real-time broadcast status and performance metrics for optimization.

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How to Use SMS Broadcast

1. Log in to the BotPenguin Application and select the SMS bot you want to use for broadcasting.

2. On the Home Screen, scroll down and click “SMS Automation.”

3. Select “Broadcast.”

Here, you can view existing broadcasts along with:

• Broadcast Name

  • Contacts Count

  • Sent vs Failed Metrics

  • Date and Time

  • Status (Completed / Scheduled / Ongoing)

Available actions include:

• Single or bulk deletion

  • Searching broadcasts through the table search bar

1. Click the “Create Broadcast” button located in the top-right corner.

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Configuring Broadcast Details

1. Enter the following broadcast details:

• Broadcast Name

• Broadcast Type

  • Using CSV

  • Using Segment

  • Using Google Sheets

• Delivery Content

  • Message (single text message)

  • Flow (sends configured chatbot flow instead of a single message)

1. Choose the sending schedule:

• Send Now

• Send Later (requires date and time selection)

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Audience Selection Methods

Broadcast Using CSV

1. In the Manage Audience section, select “Using CSV.”

You will see:

• Select CSV File upload option

• Add to Contacts toggle (adds imported users into CRM)

1. Click “Select CSV File” and upload the correctly formatted CSV.

To download a sample template, click “Click here to download sample file.”

Required CSV Columns:

Required Columns	Notes
Status	Mandatory
Name	Mandatory
Email	Mandatory
Phone Dial Code	Mandatory
Phone Number	Mandatory
Tag	Mandatory
Additional Attributes	Must exactly match BotPenguin attribute names

1. Once uploaded, click “Create Broadcast.”

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Broadcast Using Segment

1. In the Manage Audience section, select “Using Segment.”

Segments are pre-built groups created inside the inbox based on user attributes such as:

• Contact tags

• Chatbot associations

• Status filters

• Past user activity

Select one or more segments from the dropdown.

1. Click “Create Broadcast.”

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Broadcast Using Google Sheets

1. In the Manage Audience section, select “Using Google Sheets.” If Google Sheets is not connected, you will see a “Connect Google Sheets” button.

2. After integration, select the sheet to use for broadcasting.

Optional: Enable “Add to Contacts” to sync sheet contacts to CRM.

1. Click “Create Broadcast.”

🎉 And congratulations, you have successfully completed created a Broadcast on BotPenguin SMS Chatbot! You're one step closer to mastering BotPenguin.

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SMS Broadcast FAQs

Can I schedule a broadcast for a future date?

Yes. While configuring the broadcast, select “Send Later” and specify the preferred date and time for the broadcast delivery.

Do CSV column names need to match exactly?

Yes. All required column names and any custom attribute names must match exactly as defined inside BotPenguin. Incorrect naming will prevent data mapping.

Can I edit a broadcast after it is created?

No. Broadcasts cannot be edited once created. If a correction is needed, a new broadcast must be created.

What happens if a phone number is invalid?

Messages sent to invalid numbers will fail automatically and will appear under the Failed Count in the broadcast summary.

Does “Add to Contacts” automatically store imported users?

Yes. When enabled, all users included in the audience source (CSV or Google Sheets) will be automatically added to your CRM and inbox.

Can I send a chatbot flow instead of a single text message?

Yes. When selecting the broadcast format, choose Flow to send a pre-configured SMS bot conversational flow instead of a single static message.

Can I use multiple audience sources in a single broadcast?

No. Each broadcast supports one audience method only — CSV, Segment, or Google Sheets.

Will my broadcast retry messages that failed?

No. Failed numbers will not be retried automatically. You will need to initiate a new broadcast if required.

Can I delete multiple broadcasts at once?

Yes. Use the multi-select option in the broadcast list to delete several broadcasts simultaneously.

If you still have questions for our team, write to us at [email protected]. We’ll get back to you within 48 hours.