How to use filters in Aicubix App?

Using Filters while sending a WhatsApp Broadcast

Filters make your WhatsApp Broadcast more apt, more concise! Using filters, you can send WhatsApp Broadcast to a target audience that’s more likely to engage & convert into customers. 

About 98% Read-rate

45- 60% Click-through rate

How to use filters to refine WhatsApp Broadcast?

1) Create a WhatsApp Broadcast from Contacts or Campaigns Page

You can launch a WhatsApp Broadcast from both Contacts as well as Campaigns Page. 

Here, we will launch a Whatsapp Broadcast from the Campaigns Page. 

So, go to Campaigns Page, click on ‘Launch’ & choose ‘Broadcast’. 

2) Choose a Campaign Name & Template Message

Next, choose your WhatsApp Broadcast Campaign Name. Pick something that describes your WhatsApp Broadcast audience & goals. 

As you can see, we want to send a promotional message, so we name it ‘Promotional_Offer

We’ve picked a pre-approved template message. You can also send regular messages to active users. 

3) Filter your Target Audience

In this step, you choose the filters that make your WhatsApp Broadcast apt for your target audience. 

Note- Adding all three filters is not compulsory. If you feel that 2 filters serve your purpose, you can launch your WhatsApp Broadcast without any restrictions. 

You can filter your audience in 3 simple steps 👇 

4) Filter people based on their 'Last Seen'

‘Last seen’ here doesn’t mean the actual Last Seen on WhatsApp. It signifies the last seen of the contact when they interacted with your business. 

You can choose from a list of options such as 24 Hours, In 7 Days and In a month. Also, you can choose a customized time period. E.g. We’ve chosen Contacts who were Last Seen in the past 3 months, from October 2021- January 2021. 

5) Filter people based on when the user was created

In this, you need to filter based on when was the contact added to the Aicubix App. This way, you can Broadcast to an audience that’s fairly new or you can include contacts who’ve been there for over a year. 

Similar to Last Seen, you can choose from filter criteria like ‘Today’, ‘This Week’, ‘This Month’ or a customised date just like we’ve done. 

We’ve chosen contacts added between October 2021- January 2022. 

6) Choose User Attributes

The final filter is ‘Attributes’. Attributes define a user’s intent, they are considered qualification parameters of the users. 

You can create a number of Attributes from the manage section and allot them here to further segregate your WhatsApp Broadcast Audience. 

E.g. In attributes, we’ve selected the audience who’ve previously been sent a Discount Voucher. So, the attribute will be ‘Tags has Discount Voucher’

7) Apply the Filters

Last, but not least, click ‘Apply’. You’ll see the number of contacts in the filtered audience as shown in the image on the left. 

Still having Doubts? Here are some FAQs

1

What is the attributes section?

This has all the attributes parameters of the users collected automatically via a chatbot in a conversational manner. The attributes are considered as the qualification parameters of the users. Moreover, according to these attributes, the WhatsApp chatbot will suggest to the users some products or courses according to different use cases. 

2

Can I customize these attributes according to my use case?

Yes, all the attributes are customizable. Moreover, you can configure the attributes at any point in conversation within the chatbot. 

3

What is the maximum limit on the number of attributes?

20 is the maximum limit on the number of attributes. This is more than enough to qualify the leads. Moreover, there are tags to further qualify the lead.

4

Can I filter down my audience on the basis of these attributes?

Yes, the audience segmentation can be done on the basis of attributes. Using this, personalized and targeted broadcast campaigns can be sent to the users. 

5

What are Tags and how to assign them?

Tags are the qualifying parameters that agents can assign to the users on the basis of their interaction with the business. There are automated tags along with manual tags that agents can assign. Automated Tags includes First Message Tags, API Tags and Broadcast Tags.

Assigning tags to users is really simple. First, configure all the tags that are relevant to your use case from Tags Category in Manage Section. Once they are defined, the Agent needs to click on the drop-down option and select any of the pre-defined tags which he needs to assign to the user. The last step is to just click on the “Add” button.

6

How to Broadcast a Regular Message?

Regular Messages are messages you can send only to active users (those who are under the 24-hour session window). You can choose the Filter as Last Seen in 24 Hours to broadcast only to active users. 

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