Selecting Recipients

After selecting your messaging channel, the next step is choosing who will receive your message. Open Panel 1: Contact Setup and select a Recipient Type from the dropdown.

Channel-filtered contacts

The contact list is automatically filtered to show only contacts on the selected channel. For example, if you chose Facebook Messenger, only Messenger contacts appear. If you chose WhatsApp, only WhatsApp contacts are shown.

The available recipient methods depend on your selected channel:

Method	WhatsApp	Messenger	Instagram	Best for
Select Recipients	Yes	Yes	Yes	Picking individual contacts, or filtering by groups, location, custom fields
Import CSV	Yes	—	—	Sending to a large list from a spreadsheet
Direct Numbers	Yes	—	—	Quickly sending to a few specific phone numbers

warning

Import CSV and Direct Numbers are only available for WhatsApp. Messenger and Instagram broadcasts can only use the Select Recipients method.

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Page Selector (Messenger / Instagram only)

When you select Messenger or Instagram as the channel and have multiple Facebook Pages or Instagram accounts connected, a page selector dropdown appears at the top of the contact selection area.

1. Select the page you want to send from
2. The contact list filters to show only contacts associated with that page
3. If you have only one page, it is selected automatically

info

Changing the selected page clears your current contact selection. Always select your page before picking contacts.

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Method 1: Select Recipients

This is the most common method and the only method available for Messenger and Instagram. It lets you pick from contacts already in your portal using two tabs:

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Screenshot: Select Recipients area showing Select Contacts and Filter Contacts tabs

select-recipients-tabs.png

1. In Panel 1, choose "Select Recipients" as the Recipient Type
2. Capture the area showing the two tabs: Select Contacts and Filter Contacts
Save to: static/img/screenshots/compose-message/selecting-recipients/select-recipients-tabs.png

Select Contacts Tab

Pick individual contacts from a searchable dropdown:

1. Click the Select Contacts tab
2. Click the contacts dropdown
3. Search by name or phone number to find contacts
4. Check the box next to each contact you want to add
5. Selected contacts appear as chips below the dropdown
6. Use the Clear Selection button to remove all selected contacts

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Screenshot: Contacts dropdown showing searchable list with checkboxes

select-contacts-dropdown.png

1. Choose "Select Recipients" as Recipient Type
2. On the Select Contacts tab, click the dropdown
3. Search for a contact and select a few
4. Capture the dropdown open with some contacts checked
Save to: static/img/screenshots/compose-message/selecting-recipients/select-contacts-dropdown.png

info

When you have contacts selected in the Select Contacts tab, the Filter Contacts tab is disabled (and vice versa). You can only use one method at a time within this selector.

Filter Contacts Tab

Narrow down your recipients using filters. This tab shows all available filters in a grid layout — including standard filters and any custom fields you've set up for your contacts.

1. Click the Filter Contacts tab
2. Set your filter criteria using one or more of the available filters
3. Click Apply Filters to apply your selection
4. The system calculates and shows how many contacts match your filters

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Screenshot: Filter Contacts tab showing filter fields, Apply Filters button, and matching contact count

filter-contacts-tab.png

1. Choose "Select Recipients" as Recipient Type
2. Click the "Filter Contacts" tab
3. Select some filters (e.g., a contact group and a state)
4. Click Apply Filters
5. Capture the tab showing the filters, the Applied Filters summary, and the matching contact count
Save to: static/img/screenshots/compose-message/selecting-recipients/filter-contacts-tab.png

Standard Filters

These filters are always available:

Filter	Description
Contact Groups	Select one or more groups — all contacts in those groups are included
Religion	Filter by religion
State	Filter by state
City	Filter by city (available after selecting a state)

tip

To send to an entire contact group, just use the Contact Groups filter on the Filter Contacts tab. Select the group(s) you want, click Apply Filters, and all contacts in those groups will receive the message.

Custom Field Filters

If you've created custom fields for your contacts (e.g., Subscription Plan, Membership Level, Date of Birth), they automatically appear as additional filters on this tab. The filter style depends on the custom field type:

Custom field type	Filter style
Text, Email, Phone, URL	Text search box — type to search
Number	Number range — set a min and/or max value
Select	Single dropdown — pick one option
Multi-select	Multi-select dropdown — pick one or more options
Boolean (Yes/No)	Dropdown with Yes/No options
Date	Date range — pick a start and/or end date

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Screenshot: Filter Contacts tab showing custom field filters alongside standard filters

custom-field-filters.png

1. Make sure you have some custom fields created for contacts (with "Show in Filters" enabled)
2. Choose "Select Recipients" and go to the Filter Contacts tab
3. Capture the full filter grid showing both standard filters and custom field filters
Save to: static/img/screenshots/compose-message/selecting-recipients/custom-field-filters.png

Applying and Clearing Filters

• Click Apply Filters to calculate the matching contact count — filters are not active until you click this button
• Click Clear All to remove all filters
• If you change a filter after applying, an orange warning appears reminding you to click Apply Filters again
• The Applied Filters summary shows your active filters and the number of matching contacts

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Screenshot: Applied Filters summary showing active filters and matching contact count

applied-filters-summary.png

1. On the Filter Contacts tab, apply some filters
2. Capture the Applied Filters summary card showing the filter labels and the matching contact count
Save to: static/img/screenshots/compose-message/selecting-recipients/applied-filters-summary.png

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Method 2: Import CSV (WhatsApp Only)

Upload a CSV (spreadsheet) file to send messages to a list of contacts. This is useful when you have a list in Excel or Google Sheets.

info

This method is only available when WhatsApp is selected as the channel.

CSV Format

Your CSV file must have these three columns in this exact order:

Column	Description	Required
name	Contact's name	Yes
mobile	Phone number with country code	Yes
groupName	Group to add the contact to	Yes

Example CSV content:

name,mobile,groupName
Rahul Kumar,919876543210,Customers
Priya Sharma,+919123456789,VIP Clients

Important

• Include the country code with each phone number (e.g., 91 for India)
• All three columns are required — name, mobile, and groupName
• File size limit: 10 MB
• File must be in .csv format

Upload and Validate

1. Choose Import CSV as the Recipient Type
2. Click the Select CSV File button
3. Choose your .csv file
4. The system validates your file automatically

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Screenshot: CSV import section with the Select CSV File button and format instructions

csv-upload-button.png

1. Choose "Import CSV" as Recipient Type
2. Capture the CSV section showing the format instructions and the Select CSV File button
Save to: static/img/screenshots/compose-message/selecting-recipients/csv-upload-button.png

Validation Results

After uploading, you see a summary showing:

Stat	Description
Total	Number of rows in your file
Valid	Contacts with correct format — these will be sent
Invalid	Contacts with errors — these will be skipped

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Screenshot: CSV validation results showing Total, Valid, and Invalid counts

csv-validation-results.png

1. Upload a CSV file with a mix of valid and invalid contacts
2. Wait for validation to complete
3. Capture the validation results card showing Total, Valid, and Invalid counts
Save to: static/img/screenshots/compose-message/selecting-recipients/csv-validation-results.png

• Click View Details to see a row-by-row breakdown including error messages for invalid contacts
• Click Cancel to discard the file and try again

info

Only valid contacts are imported when you click Send. Invalid contacts are skipped automatically. If a phone number already exists in your contacts, the existing contact is reused.

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Method 3: Direct Numbers (WhatsApp Only)

Type phone numbers directly — useful for quick sends to a few numbers.

info

This method is only available when WhatsApp is selected as the channel.

How to enter numbers

1. Choose Direct Numbers as the Recipient Type
2. Type or paste phone numbers in the text area
3. Separate numbers with a comma or new line

Supported formats:

Format	Example
10 digits	9876543210
12 digits (with country code)	919876543210
13 digits (with + prefix)	+919876543210

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Screenshot: Direct numbers text area with validation results showing valid and invalid counts

direct-numbers-input.png

1. Choose "Direct Numbers" as Recipient Type
2. Enter a mix of valid and invalid phone numbers
3. Capture the text area and the validation results below it
Save to: static/img/screenshots/compose-message/selecting-recipients/direct-numbers-input.png

Numbers are validated in real time as you type. You'll see:

• Total count of numbers entered
• Valid count — these will receive the message
• Invalid count — these will be skipped

warning

Invalid numbers are skipped when sending. Make sure your numbers include the correct country code.

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Broadcast Name

At the bottom of Panel 1, you'll find an optional Broadcast Name field.

Field	Required?	Purpose
Broadcast Name	No	Helps you identify and track this campaign later

Use a descriptive name like "January Sale 2025" or "Order Shipped Batch 3" to easily find this broadcast in your records.

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Screenshot: Broadcast Name field at the bottom of Panel 1 with info message

broadcast-name-field.png

1. Scroll to the bottom of Panel 1
2. Capture the Broadcast Name field and the info tip below it
Save to: static/img/screenshots/compose-message/selecting-recipients/broadcast-name-field.png

tip

Broadcast name is optional. Use it for campaign tracking when sending to multiple contacts or groups. You can leave it empty for quick direct sends.