# Segmentation & Broadcasts

{% embed url="<https://youtu.be/V6n57qawHPY?si=1kTrB45ItV7okyuR>" %}

## How to create Segmentation in **Whautomate App**

**Step 1**:Go to **Whautomate app** and click the **communication** menu then select  the **Segmentation** option

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FcQ9URi1M5XgcUgax4psd%2FScreenshot%2012-29-2023%20at%2006.22%20PM%20(1).png?alt=media&#x26;token=d9f0bbc2-5b57-45de-92db-18815a517fb3" alt=""><figcaption></figcaption></figure>

**step 2**:Press the Add segment button as shown in the picture👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FtW0xaYoxwkeN5XizITXO%2FScreenshot%2012-29-2023%20at%2006.24%20PM%20(1).png?alt=media&#x26;token=39c7b6fa-700e-442f-859b-b679e4e0442d" alt=""><figcaption></figcaption></figure>

step 3:Enter the **Segment** name

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FeQBc7B0z1VDOP3Xho6IX%2FScreenshot%2012-29-2023%20at%2006.36%20PM%20(3).png?alt=media&#x26;token=6ffefd8d-554f-405f-9fd3-7ae6c543e284" alt=""><figcaption></figcaption></figure>

step 4: select the **Segment Type** either **client** or **contact**

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FznhzclQ7bzCnKaSit56F%2FScreenshot%2012-29-2023%20at%2006.36%20PM%20(2).png?alt=media&#x26;token=6dc076bd-0543-4910-9456-1f2cfc00fd4e" alt=""><figcaption></figcaption></figure>

step 5: If you choose **Client** then select the **locations**

Note: If you don't select any location, clients from all locations will be part of the segment

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FeJSihu4aSG9I325kD4oe%2FScreenshot%201-3-2024%20at%2007.38%20PM%20(1).png?alt=media&#x26;token=044b9ebe-94dc-44a3-b0af-0b52c7efd35f" alt=""><figcaption></figcaption></figure>

Step 6: Filter the Segment based on **Gender ,Client Tags, ExcludeClient Tags,Age Range,Number of Days Since last Activity.**

Eg: Choose the Gender as Male👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FvVoU0oCrTLXpl8D4T3Tm%2FScreenshot%201-3-2024%20at%2007.32%20PM%20(1).png?alt=media&#x26;token=58e94112-8bdd-44ea-bd5b-9fc960da2fdd" alt=""><figcaption></figcaption></figure>

Eg: Choose the Client Tags as new lead👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FnG120DtlLsGhHkkVhAgP%2FScreenshot%201-3-2024%20at%2007.39%20PM%20(1).png?alt=media&#x26;token=439d0c93-2970-4e14-9c77-92b517debb1d" alt=""><figcaption></figcaption></figure>

Eg: Choose the Exclude clients with Tags as new👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F3sRXRiTfBFnGgTGmfAjj%2FScreenshot%201-3-2024%20at%2007.41%20PM%20(1).png?alt=media&#x26;token=c4d757f0-82cd-4e9e-bded-4a7bfd8a7092" alt=""><figcaption></figcaption></figure>

Eg: Choose the Age range between 20 to 39 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F6qe7E77l634KoZMsXKlV%2FScreenshot%201-3-2024%20at%2007.43%20PM.png?alt=media&#x26;token=09ed6efc-4796-4e8c-a3ba-455b1f6fa33a" alt=""><figcaption></figcaption></figure>

Eg: Choose the Number of days since last Activity as 90 days👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FFGFqH817GgS8DDLqmytX%2FScreenshot%201-3-2024%20at%2007.54%20PM.png?alt=media&#x26;token=6bcdb314-d9cb-45f7-8d85-415ecb4cb396" alt=""><figcaption></figcaption></figure>

Step 7:After  filling the details click **save** button as shown in the picture👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Ft8pN9d8OsG3fT6JRUG55%2FScreenshot%201-3-2024%20at%2007.59%20PM.png?alt=media&#x26;token=ff37714d-940c-4abb-948d-a94f1287ecf3" alt=""><figcaption></figcaption></figure>

step 8: Now you can View the Details of the S**egment** by  clicking the **eye** icon as shown in the picture👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F76GEIxdIWJguxUHoPiBL%2FScreenshot%2012-29-2023%20at%2007.41%20PM.png?alt=media&#x26;token=63238825-9200-4be2-bdff-c394b894a413" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FnSj2QGaFLZBTqsi0Dt5Q%2FScreenshot%2012-29-2023%20at%2007.42%20PM.png?alt=media&#x26;token=30ed7d48-3105-41ef-89f7-dbaf98f70c24" alt=""><figcaption></figcaption></figure>

### &#x20;Note: Same instructions are followed when you choose Contact as a Segement type&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FIzBmM6PrvK6dHTIpgLI2%2FScreenshot%201-3-2024%20at%2008.08%20PM.png?alt=media&#x26;token=fccb1ba1-6892-4e89-a8e0-7c4b664846b1" alt=""><figcaption></figcaption></figure>

## How to create Broadcast in Whautomate

Step 1:Go to **Whautomate app** and click the **Communication** menu then select the **Broadcast** option

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FuVkOvbqMf1fB2Er0lcYq%2FScreenshot%2012-29-2023%20at%2007.44%20PM.png?alt=media&#x26;token=3795f20a-3a01-4783-8f86-32f3dc6eabab" alt=""><figcaption></figcaption></figure>

step 2: Press the **Add Broadcast** button as shown in the Picture👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F3635D4xR86QnfKqQcNMy%2FScreenshot%2012-29-2023%20at%2007.47%20PM.png?alt=media&#x26;token=84adab1b-3a83-47c5-aeb9-ee5a2a1ac777" alt=""><figcaption></figcaption></figure>

Step 3:Enter the **Broadcast** name

Eg: Create a broadcast for **Annivesry broadcast** 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FWf4CtbfplcAQbF7CXpFI%2FScreenshot%201-3-2024%20at%2008.07%20PM.png?alt=media&#x26;token=525b94b5-123e-4118-9dad-b9aab57c5dd5" alt=""><figcaption></figcaption></figure>

step 4:  If you want to broadcast the message in a specific time and date then you have to select the **Hour,min ,date,month**  and **year.**&#x20;

Note: If not provided, the broadcast will run immediately.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fh3yktlirDnWsGBoMO7KO%2FScreenshot%201-3-2024%20at%2008.03%20PM%20(1).png?alt=media&#x26;token=935d743f-a1a3-43a3-bb79-710b562c0f0b" alt=""><figcaption></figcaption></figure>

step 5: Please  fill the **Recepients** details and **Message Template**

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FOisFi6pyVEEeaWzA1WDu%2FScreenshot%201-3-2024%20at%2008.14%20PM.png?alt=media&#x26;token=618e53ac-1d0e-4027-bcbe-3a24c911a43d" alt=""><figcaption></figcaption></figure>

step 6:Please enter (#) to choose from personalisation variables in the parameters E.g. client name, location name, etc

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FbbjaF5cGpVsa2KU9uCgq%2FScreenshot%201-3-2024%20at%2008.18%20PM.png?alt=media&#x26;token=fc5ea34a-ca17-4e9a-a2d5-beb4a53bbfcf" alt=""><figcaption></figcaption></figure>

Step 7:After filing the details Click the **Save** button&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FgupPP34bvFcMZdwngJMB%2FScreenshot%201-3-2024%20at%2008.20%20PM.png?alt=media&#x26;token=4801e3d6-16a6-4c38-8490-fc48983a2798" alt=""><figcaption></figcaption></figure>

step 8: Now you can View the Details of the **Broadcast** by  clicking the **eye** icon as shown in the picture👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F0b4XgXvokYFZWLCmDKp4%2FScreenshot%2012-29-2023%20at%2008.29%20PM.png?alt=media&#x26;token=9d8c1322-05d0-4046-8874-c6fffe71dc54" alt=""><figcaption></figcaption></figure>

### If you want to Export the Data of the Broadcast Click the **Export data** button&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F7kiz1M0SBD1rEjYEdhN3%2FScreenshot%2012-29-2023%20at%2008.30%20PM%20(1).png?alt=media&#x26;token=7fba9b1f-8a7b-49d0-8e4a-b280b1f04200" alt=""><figcaption></figcaption></figure>
