Broadcast – Best Practices

1. Pre-Requisites for Large Broadcasts (Preparation Steps)

Prepare Contact List in Advance

  • For large broadcasts (e.g., 100,000 contacts or more), prepare your contact list hours before sending.

  • To ensure accuracy, start by uploading a sample list with 5-6 known numbers to test and observe any potential issues with formatting, delivery, or import processing.

  • Include country codes for all international contacts to avoid delivery failures.

  • Verify all contacts are correctly formatted, removing duplicates to maximize delivery success.

  • Import your contact list through User > Contact > Import Contact List in the Orai app.
Template Management

  • Set up and finalize templates 24 hours in advance to allow for any necessary adjustments.

  • Create duplicate templates that include all essential elements, such as clear instructions, call-to-action buttons, and an opt-out option.

  • Conduct internal testing on a small group within your team to catch any formatting errors, broken links, or blocked content before going live.

  • Navigate to Marketing Campaigns > Message Template > “+ Create New Template” to manage templates.

  • Kindly follow Meta’s template guidelines for best practices: Meta
  • Pricing will be applicable as per Meta’s conditions and rules, please refer here for more details: Meta

2. Sending Hygiene (Steps for Setting Up and Publishing the Broadcast)

Broadcast Execution Best Practices

  • Avoid running multiple, simultaneous broadcasts during high-traffic times to prevent:

    ∘ Overload for your account
    ∘ Delays
    ∘ Rate limits from service providers

  • Coordinate broadcast schedules with clients, confirming that the timing, messaging, and audience are aligned with campaign goals.

  • Use the Test Broadcast button liberally to send test messages to yourself before launching the broadcast to your full audience. This helps catch last-minute issues and provides a preview of the broadcast experience.

  • Access the Test Broadcast option in Marketing Campaign > Execution > Create New Broadcast > Test Broadcast.

Opt-Out Management

  • Ensure all templates include clear opt-out options, such as “STOP” or “UNSUBSCRIBE,” to comply with user preferences. Example: A sample template might read, “Reply STOP to unsubscribe” or a button with STOP label

  • Set up automated responses to instantly process opt-out requests, removing or marking contacts who wish to unsubscribe.

  • Prepare a sample template with opt-out instructions to guide users on how to unsubscribe, promoting a positive user experience.

3. Post-Sending Activities: After the Broadcast is Completed (Follow-Up and Optimization)

  • Retries and Follow-Up Actions

    ∘ Enable automatic retries for messages that fail to send due to delivery issues, especially in large campaigns.
    ∘ Regularly review delivery reports to detect and address any delivery issues by adjusting settings or initiating retries where necessary.

  • Client Communication and Feedback

    ∘ Post-broadcast, follow up with clients to discuss results, clarify any issues, and collect feedback for improvement.
    ∘ For high-impact campaigns, leverage insights from the broadcast to refine strategies and improve future broadcasts based on performance.

  • Continuous Process Improvement

    ∘ Evaluate the broadcast’s performance and identify improvement areas, such as contact list accuracy, template clarity, and client communication.

    ∘ Integrate team and client feedback to streamline workflows, enhance audience targeting, and ensure compliance with best practices in future campaigns.

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