In Hayylo, Broadcast is a way to communicate to larger segments of your customer base. By using the Hayylo segmentation engine, you are able to create filtered groups of customers and direct targeted communications by SMS as well as activities and offers via the customer app. SMS communications can be sent to any client, family contact or worker with a valid mobile phone number stored in Hayylo. Offers can be directed to any client or or family contact that has accessed the app and is active in this channel. All broadcasts are managed in the Broadcast tab which you can find in the left-hand menu list.
Getting Started
The key steps we will cover in this article will give you an understanding of how to get started with Broadcast including creating your customer segment, launching your first broadcast and tracking the responses. More detail has been provided below to explain each step.
Create your target group
Launch your Broadcast
Track the responses
1. Create your target group
Before we can create a targeted communication we need to filter the recipient list to ensure we are sending the Broadcast to the right list of people.
SMS Broadcasts can be directed to Clients, Family Contacts and Support Workers via SMS. The filter options for Offers Broadcasts are:
Client’s state of residence
Client’s suburb of residence
Client’s last date of scheduled visit
Site/Department custom field
Group assignment
Unspent budget amount
Budget name
Offers Broadcasts can be directed to Clients and Family Contacts via the app. The filter options for Offers Broadcasts are:
State of residence
Suburb of residence
Last date of scheduled visit
Service type
Site/Department custom field
Unspent budget amount
Budget name
Instructions
Follow these steps to create a filtered group for your first campaign in hayylo:
Login to Hayylo with your registered username and password
From the left-hand menu, select Broadcast
Click the Create button
Choose a campaign type (Offer/SMS)
In the dropdown
Select your first Query Filter
Click add query filter
Choose a filter type e.g State
Choose an operator e.g. is/ is not
Choose a value e.g. Victoria
Add further query filters by clicking Add query filter
Once you have your filters confirmed, click Apply
Use the checkboxes next to each listed person to include or exclude them from your final list
Click Next
Filter Values that require client text will display valid options as you start to type. An example of this is Budget Name. To select a budget name as a filter value, start to type the name of the budget to see valid names which you can then select.
2. Launch your Broadcast
Now you have a list of recipients who will be targeted by your campaign, let’s create and launch your first campaign content. For SMS broadcasts you will only need the body text along with a title for your campaign whereas offers will require more information.
SMS broadcasts incur a cost per message sent. The Broadcast interface will show you how many messages will be used for your campaign to help you understand the overall cost of the campaign. Currently the Broadcast feature restricts message length to 320 characters or less.
After pressing Send, your Campaign will be queued for sending in the Hayylo Broadcast engine. Depending on the size of your broadcast (eg, number of recipients) it may be take several minutes or longer for the broadcast to be sent.
Your Offer Broadcast will require you to complete a number of fields before you can launch it to your customers. Please make sure you are ready to provide:
Offer title
Offer subtitle
Description
Terms and conditions
Cost/price
Expiry date
Routing group for responses
Offer image
Instructions
Follow these steps to create and launch your first offer Broadcast:
Enter the Offer title
Click choose file to select your Offer image
Enter the Offer sub title
Enter the Offer description
Enter the Offer terms and conditions
Select the cost type
Select the expiry date
Choose which routing group to direct responses
Enter the button name
Review the result preview image to the right side and make change to the above if needed
Once you are happy to send the Offer campaign, click Confirm and Send
3. Track the responses
Now that you’ve sent your first campaign, you can return to the Broadcast tab in Hayylo to view the status of Broadcasts and track the responses. Individual customer responses will be sent to the actions tab and assigned to the routing group you specified when you launched your offer campaign. From the Broadcast tab you can export the results or mark the campaign as expired.