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How to broadcast to an audience using attributes
How to broadcast to an audience using attributes

Send an automated message to remind your audience to complete or follow up on a task

Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

You can broadcast a message to a certain audience using attributes in your audience set up. This allows you to send messages to specific people who have a attribute set/not set against their profile e.g. if they have finished a survey flow. This is a great way to remind your audience to complete certain actions - whether it's to complete a survey, provide any details or finish some training. It's built using attributes and broadcasts. There are two ways of setting this up:

• By set attribute/attribute not set

• By score

Instructions of each can be found below.

Based on attribute set/not set

1) Build your bot flow
First things first, create and edit the messages that will make up your bot.

2) Add in a "Set attribute" message part
Find the final or outro message of your bot/ conversation flow. Add in a "Set user attributes" message part to this message so the bot can note when a person has gone through the entire bot journey successfully.

Make sure you choose a clear name for your attribute (so it's easy to reference later on) and keep a note of it (for when you're setting up your broadcast). For this example, I'm going to use "Quiz Complete", with the value set to "Yes":

Then save the message.


3) Build your message
Create or find the message that you're going to send as your message. It's totally up to you how you want to design your message - it can be a slightly tailored version of your original message, or it can be a bit more noticeable. Make sure that it's clear that you're asking the person to complete a task, and that there's a button that links to the specific part of the bot journey again. In my example, I am asking users who have not completed the quiz to make sure they've completed it before a certain date:

Once you're happy with your message, save it and push the changes live.


4) Set up your broadcast
Finally, schedule your broadcast. Go to the broadcast page, choose your message, your intended audience and then click "Target by attribute". Once you click target by attribute, you will see a drop down menu appear:

From the drop down menu, select "Not set". This will then identify users who didn't hit the "Quiz Complete" message part, and therefore didn't finish the quiz.

You can choose to repeat your broadcast, so people are nudged at certain intervals to completed the quiz until they have reached the desired outcome. As you can see below, I want mine to go out weekly every Monday at 10am, but it's totally up to you to choose the most relevant intervals for your audience:

5) Schedule your broadcast

Once you're happy with your broadcast settings, schedule it so it is ready to go out to your audience.

Based on score

1) Build your bot flow
First things first, create and edit the messages that will make up your bot.


2) Add in an attribute
Find the final or outro message of your bot. Add an attribute to this so the bot can note when a person has gone through the entire bot journey successfully. Make sure you choose a clear name for your attribute (so it's easy to reference later on) and keep a note of it (for when you're setting up your broadcast). For this example, I'm going to use {{$quiz-score}}:

Then save the message.


Step three - build your message
Create or find the message that you're going to send as your message. It's totally up to you how you want to design your message - it can be a slightly tailored version of your original message, or it can be a bit more noticeable. Make sure that it's clear that you're asking the person to complete a task, and that there's a button that links to the specific part of the bot journey again. In my example, I want to ask anyone who scored under 7/10 on the quiz to give it a go again:

Save the message and push the changes live.


Step four - schedule your broadcast
Set up your broadcast - choose your nudge message, your intended audience and then click "Target by attribute".

Once you click target by attribute, you will see a series of drop down menus appear. The first dropdown is where you'll put the attribute you set up in your final message (so in my example, {{$quiz-score}}). I am only targeting those who scored 7 and under so will pick "Less than or equal to" from the second drop down menu, and then type in 7 as the user attribute value:

You can also choose to repeat your broadcast, so people are nudged at certain intervals to completed the quiz until they have reached the desired outcome. As you can see below, I want mine to go out weekly every Monday at 10am, but it's totally up to you to choose the most relevant intervals for your audience.

5) Schedule your broadcast

Once you're happy with your set up, schedule it so it is ready to go out to your audience.

And that's how you set up a broadcast using attributes! If you need a bit more help on how to set up broadcasts using attributes, click here.


Video instructions

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