Choose who receives it and when, write the WhatsApp or email message once, send or schedule it, and read afterwards how many people it reached.
A send to a list delivers the same message, once, to the people you choose. It is one of the ways an automation starts: in the side menu, open Automations and select Create.
Under Who, choose Everyone in Contacts or Only people who match conditions. The conditions are the same filter as Contacts: tags, city, stage, whatever you already use there.Under When, choose Now or On a date. The date and time are in your workspace time zone, not your computer’s.One sentence tells you what will happen: how many people it will reach and when. Anyone who asked not to be contacted stays out.
Who and when, with the live count of people.
3
Write the message
Select Continue to the message. Eva opens the editor with a single step: the message. Choose where it goes out, WhatsApp or email, and write it.For WhatsApp, pick an approved message from that number or write the text and Eva registers it with Meta. For email, write the Subject and build the content with blocks: your brand header, text, a button. Insert data places the person’s name or city right where you type, and the preview shows it with a sample person.
The email editor: subject, blocks with data, and the mail as the person receives it.
4
Send or schedule
At the top right, select Send now or Schedule the send, matching what you chose. Eva repeats how many people it will reach and when before you confirm; without that number, or if nobody matches the conditions, there is no send. If the chosen date has passed, it says so and goes out as soon as you confirm.
When you confirm, Eva opens the send’s page. If you scheduled it, it reads Scheduled with the date, and the message can no longer be changed: in the row menu, Cancel the send returns it to draft so you can fix it and send again.What already went out does not change. A send to a list is not edited or duplicated: you create a new one.
In the Automations list, the send’s row says whether it is scheduled, sending or finished, and how many people received the message. Open it to see the results: who it reached, who it did not, and why.
Remove one condition or change it. The count updates immediately.
It says that date has passed
Pick a future date or select Now.
It could not count the people
It is a temporary error. You can keep writing the message; when you send, Eva counts again and does
not confirm the send until it has the number. Select Count again in the confirmation.
I want to change the message of a scheduled send
Select Cancel the send: it goes back to a draft. Correct the message and send it again.
