Set up and customize broadcasts in Kommo

Broadcasting in Kommo allows you to send personalized messages to multiple leads at once. This guide walks you through the basic steps to get you started with broadcasting.

Learn more about what broadcasting is and its use cases. For a more advanced look at broadcast setup, explore this detailed guide.

To start, follow these steps:

1. Open WhatsApp > Broadcasting.

Alternatively, you can open Chats > Chat tools > click Broadcasting.

1. To help you launch your first broadcast, Kommo provides a quick setup process:

• If you've connected a channel, skip this step. If not, click Connect channels to add one.

After connecting, leads from those channels will automatically show up in your pipeline, allowing you to send broadcasts to them.

• You can also upload an Excel file or connect a Google Sheets file for direct import. Click Import leads to upload a file with additional leads:

To learn more about this feature, check out our How to import and Import settings articles.

1. Start setting up a broadcast by clicking New broadcast.

You can also start by using a preset:

Clicking New broadcast opens a presets window. You can select a preset or click Start from scratch to create a custom broadcast.

Next, an advanced settings broadcast window will open where you can review your audience, select a connected channel, choose or create a message template, and set the launch time — either to send immediately or schedule for later. You’ll also see a preview of your message as it will appear to recipients.

For a detailed look at customizing broadcasts with advanced settings, see our guide.

You can also create a broadcast via a Salesbot setup window:

1. Open Leads and click the ellipsis button. Click New broadcast.

1. Select Bot broadcast.

1. Select an existing bot from the dropdown menu, or click Create a new bot to set one up. Only active bots will appear in the dropdown.

1. Click Next to proceed or Cancel to exit the window without saving.

1. Add a name for your broadcast in the Broadcast name field and set the launch time (send immediately or schedule for later).

1. Click Finish.

Once you send or schedule your broadcast, you’ll be automatically redirected to the Broadcasting page. You can access it anytime by clicking on the gear icon in the Chats section and select the Broadcasting subsection.

To learn more about the Broadcasting page, refer to our Broadcasting article.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

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