Broadcast by Google Sheet

Introduction

So far, you must have broadcast using the same message for all your customer contacts. However, what if you need a different message for each customer? Such as telling about specific information or certain schedules for different people. We have a feature that provide the facility for you to prepare specific messages for your customers.

In this guide, we will show you how to set up your broadcast data from a spreadsheet of Google Sheet.

Preparation

First, you need to change the recipients to "From Spreadsheet" like the example below.

Next, you need to go to Google Sheet, log in to your Google account, and then create a new spreadsheet or use the existing one you have. You need to set up data with two columns in a spreadsheet. That is the User ID and the message you will send. You can customize your message differently per contact and also you can have multiple messages for every contact. You just need to adjust the row according to the messages in each user id. Please take a look at the example below on how to implement it.

Getting User IDs

You must be wondering, where can I get the customer User ID to prepare the spreadsheet? You can get all of your broadcastable contacts via the contact downloader in the broadcast window. Please follow these steps.

After you downloaded the contacts, you can copy ids to your spreadsheet in Google Sheet and prepare the messages.

Using the sheet for broadcast

Now, we have set up an example of data. In the example below, it will send a broadcast to 4 contacts. The customer data with a green and yellow background will send 1 message but the blue customer will send 3 different messages and the gray customer will send 2 messages in a single broadcast. Leave the row blank on the UserID column if you want to have multiple messages for 1 contact. Please ignore the color differences. It is just for demonstrating and you don't need the color in your spreadsheet.

Example of Excel data

Before using it for broadcast, you need to set the permission of your spreadsheet to public / for anyone. It will allow the program to read and process the data for the broadcast. Go to your Google Sheet tab, Click "Share" green button, and change the permission from "Restricted" to "Anyone with the link".

Open the program, set the recipients to "From Spreadsheet" and change the tab to "Google Sheet". After that, please fill the spreadsheet ID field by copying the URL or typing the ID of your spreadsheet. You can set the sheet name if you have multiple sheets or left it blank to let the program choose the first sheet. Click "Confirm" and you will proceed to the next step of setting the data position.

Now we will set the data position according to the data in the spreadsheet. Set "First Data" to "Row 2" because we have a header row. Set the "ID Column" to "Column A" and set the "Message Column" to "Column B" to match the screenshot above. After that, you can click "Confirm" again, and then the spreadsheet data will be assigned to the message list.

You can also add some messages between the spreadsheet data. It will act as an addition to the existing messages from the spreadsheet but it will be sent to all of your contacts in the spreadsheet. Now, we will begin the broadcast and see the result.

As you can see, the broadcast is done and the message reached all of the contacts in the spreadsheet. Please contact us if you have any difficulty when using this feature.