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9bx user guide

9bx Connect

Broadcasts

Send one message to many people, with a second person approving it first.

Contents

What it is for

Use broadcasts for notices and offers to a group: a maintenance notice, a payment reminder, an Eid offer. Every broadcast is checked by a second person before it goes out, so one person cannot message every customer alone.

Who can use it

  • Broadcasts manage permission: create and edit.
  • Broadcasts approve permission: approve or send back. You cannot approve your own broadcast.

Your administrator must have added at least one provider for each channel you plan to use (see Providers).

Where to find it

Chat & Messaging → Messages → Broadcasts

The screen explained

Broadcasts with status tabs and progress bars.

List

Item Meaning
New broadcast Starts the wizard.
Search ("Search broadcasts…") Finds by name.
Tabs All, Waiting for approval, Scheduled & sending, Drafts, Finished.
Columns Name, Channels, Progress ("N of M handled"), Recipients, When. Needs you flags broadcasts you may approve.
Status Draft, Waiting for approval, Approved, Scheduled, Sending, Paused, Completed, Cancelled, Failed, Rejected.

The wizard

Four steps: Audience, Message, When & how, Review. Back and Next move between steps. Save draft keeps your work.

Audience. Add one or more sources with Add who receives it / Add more people:

Source Meaning
Contact groups Everyone in the groups you pick.
Clients By Status (Active, Pending, Suspended, Inactive), Branches and Tags.
Leads Leads at the Stages you pick.
Tickets People who opened tickets: Open tickets, Resolved tickets or All tickets.
CSV file Up to 5 MB. First line names the columns. Map the Phone column, Email column, Name column and Language column.

Who receives it shows a live count ("N will receive it", "of M found · K left out") with an example list. People are left out when they opted out, are on the do-not-contact list, have an invalid number, are duplicates or have no address.

Message.

Field Meaning
Name Only your team sees it.
Kind Marketing (adds opt-out line, skips opted-out people, respects quiet hours) or Transactional (service notices such as maintenance or billing).
Channels SMS, WhatsApp, email. WhatsApp needs an approved template for people who have not written in the last 24 hours.
Write the text / Template Same text for everyone with variables, or a template sent in each person's language.
Email subject For people reached by email.

When & how.

Field Meaning
Start As soon as it is approved or At a set time.
Only send between Daily hours and days; sending pauses outside them.
Messages per minute Pace. Slower is kinder to your provider and your support line.
Send through One provider for this broadcast, or "The usual routing".

Review. Estimate shows Recipients, SMS segments, Takes about, and Cost (reported) (information only), plus a breakdown by country and channel and how many recipients will wait for quiet hours. Send me a test sends a copy to you. Submit for approval sends it to approvers.

Broadcast page

Button What it does
Approve (Approvers) approves after "Approve this broadcast?".
Send back Rejects with a Reason the creator will see.
Pause / Resume Stops and restarts sending.
Cancel Stops for good. Unsent messages will not go out. This cannot be undone.
Send failed again (N) Retries only the failed recipients, optionally through another provider.
Export Prepares the recipient list; you are notified when it is ready.

Tabs Recipients (filter Handled, Queued, Not yet, Skipped) and Details (Kind, Audience, Start, pace, Created by, Approved by). Counters: Delivered, Sent, Failed, Not sent, To go.

Tasks

Create and send a broadcast

  1. Press New broadcast.
  2. Add the audience and check the count.
  3. Choose kind and channels and write or pick the message.
  4. Set when to start and the pace.
  5. In Review, press Send me a test, then Submit for approval.
  6. An approver opens the broadcast and presses Approve. It then starts, or waits for the set time.

Approve a colleague's broadcast

  1. Open Broadcasts → Waiting for approval.
  2. Open the item marked Needs you and read the message and estimate.
  3. Press Approve, or Send back with a reason.

Example scenario

Rumana prepares "Maintenance tonight 1 am to 3 am" as a Transactional SMS to Active clients in the Mirpur branch, 600 people. She sends herself a test and submits it. Supervisor Imran approves it. Sending starts at 100 per minute and finishes in about six minutes. Three recipients had opted out and are listed as Skipped.

Tips

  • Use Marketing only for promotions. Service notices belong to Transactional.
  • Keep the pace low for the first large send.
  • Use Send me a test every time.

Troubleshooting

"No template fits these channels yet." Create one under Quick templates.

I cannot approve my own broadcast. By design. Ask another approver.

Recipients left out. Check opt-outs and do-not-contact in Opt-outs.