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.

Before you start, you need to choose between two types of broadcasts:

• Basic broadcasts — Send personalized messages to selected leads. Great for one-time updates. You can also use presets for faster setup.
• Bot broadcasts — Use chatbot flows to automate messages and manage multiple chats at once.

To start, follow these steps:

1. Open WhatsApp > Broadcasting.

Alternatively, you can open Chats > Chattools > 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’ll be taken to your pipeline, where you can use the Search and Filter feature to select recipients. Choose the leads and click Apply.

To send the broadcast to all active leads, do not apply any filters.

You can also use one of our presets to automatically pick recipients from a suitable pipeline stage:

However, you can still customize the preset audience by clicking Recipients.

1. If you don’t filter your audience, the broadcast will be sent to all active leads. To proceed, simply confirm your choice by clicking Create broadcast:

1. After setting your target audience, you can choose between two broadcast options: Basic broadcast or Bot broadcast.

Let’s explore each option for setting up:

Clicking Basic 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.

Clicking Bot broadcast opens a Salesbot setup window. Here's what to do next:

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.

Next, a new broadcast window will open. Here's how it's structured:

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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