Create a Broadcast
Walk through the five-step wizard from audience to review
To create a broadcast, open Broadcasts in the sidebar and click Add schedule. The wizard has five steps: who receives it, what kind of message, the flow or template, when to run, and review.
Each step must be valid before you click Next. Wexio saves the broadcast when you click Schedule on the last step, and shows Schedule created.
Step 1 - Audience
The step is titled Who should receive this?. Click Add condition to filter your contacts. With no conditions the wizard shows No filter - sending to all contacts.
Below the conditions, Reach all messaging channels is on by default. Turn it off to pick the integrations the broadcast may use. Estimated audience at the bottom shows how many contacts match, for example ≈ 2 contacts. See Audience Filter for the operators and how the count is worked out.
Step 2 - What Do You Want to Send?
Pick one of two kinds.
| Kind | What runs |
|---|---|
| Flow | One of your published flows runs for each contact. It can use any card. |
| WhatsApp template | One approved WhatsApp template is sent to each contact. It works outside the 24 hour window. |
The WhatsApp template option needs a connected WhatsApp integration in scope. Without one it is greyed out with Template-mode requires a connected WhatsApp integration. You cannot change the kind of a saved broadcast. Create a new broadcast instead.
Step 3 - Pick a Flow or Pick a Template
The step depends on your choice in step 2.
If You Chose Flow
Under Pick a flow, open the Flow list and select one of your published flows. Drafts do not appear. With no published flow the step shows No flows available - create one first.
Turn on WA fallback templates (optional) to cover contacts whose WhatsApp 24 hour window is closed. For those contacts, Wexio sends the matching template instead of the flow. The switch only shows when a WhatsApp integration is in scope. To add a fallback, click Add route, then choose an Integration and a Template.
If You Chose a Template
Under Pick a template, add one route for each WhatsApp integration you want to use. A route is an Integration plus a Template. Only approved templates are listed, and each integration can have one route. When every integration already has a route you see All WhatsApp integrations are already routed.
Each contact gets the route that matches their chat. See Fallbacks & Template Routes for how Wexio chooses.
Click the template to open the picker. It has the views Select Template, Configure Variables and Confirm, with Choose another template to go back. In Configure Variables you fill the Header, Body and Buttons variables for this broadcast. A route with changed variables shows a chip such as 1 overridden.
If a template has a variable that is not mapped to contact data, an amber block appears: Some template variables are not mapped to contact data, so every recipient gets the same value. Check them before you continue. Next stays disabled until you tick I understand, send without personalising.
Step 4 - When Should This Run?
| Field | Description |
|---|---|
| Name | The name shown in the broadcasts list. Up to 200 characters. |
| Send at | The date and time to send. It starts 10 minutes from now. |
| Timezone | The zone you pick the time in. It defaults to your browser's zone. Search the list to change it. |
The send time must be at least 2 minutes in the future. The step shows Schedules must be at least 2 minutes in the future. until you pick a later time.
Broadcasts do not repeat. For a send that repeats, use a scheduled trigger. See Scheduling for what happens if a send is late.
Step 5 - Review
The step is titled Review. The card lists the Name, what it Sends (for example Flow: Support), the Routes or WA fallbacks if you set any, the Schedule, the Channels if you limited them, and the Audience with an estimated count.
Click the back arrow to change a step. Your other entries stay. Click Schedule to save. If Wexio refuses the broadcast, an error message appears and the wizard stays open so you can fix it. See Limits & Permissions for the quota message.
After You Schedule
The broadcast appears in the list with a Scheduled status, and its details open on the right.
- Edit. Click Edit to change the name, flow or routes, time, audience or channels. The same five steps open with your saved values, and the last button reads Save changes. You can only edit while the status is Scheduled.
- Cancel. Click Cancel broadcast, then type
CANCELto confirm. See Lifecycle & Cancellation.
Related
- Audience Filter: conditions, operators and the channel switch.
- Scheduling: lead time, timezones and late sends.
- Fallbacks & Template Routes: how each contact gets a flow or template.
- Limits & Permissions: plans, roles, the scheduled quota and ops.