1
Prepare the Excel file
One row per customer. Put the phone number in its own column with the country code (e.g. 919812345678), and add a column for every value — name, invoice number, amount, due date.
2
Choose an approved template
Pick the template you'll send. Its {{variables}} decide which columns you need. No template yet? Copy one from our free template library.
3
Upload and match columns
In Broadcasts, upload the file and match each template variable to the column that fills it — every row becomes its own message.
4
Send or schedule
Send now or pick a date and time. Then watch sent, delivered, read and failed counts in the broadcast report.
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Claude
Perplexity