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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.

What you will get

You will have a message sent or scheduled in your workspace time zone, and you will know how many people it reached.

Requirements

  • An agent and a WhatsApp number ready to send, or an email, depending on where you want to write.
  • For WhatsApp, a message already approved by Meta on that number, or the text Eva registers for you.
  • Contacts with a phone number or an email, depending on the channel.

Create the send

1

Choose the start

Under When it starts, select To a list of people.
2

Say who and when

Under Who, choose All my contacts, Only people who match conditions, By source or By ad. The conditions are the same filter as Contacts: tags, city, stage, whatever you already use there. With All my contacts, your sales team’s personal WhatsApp address book stays out unless you turn on Include your sales team’s personal WhatsApp address book.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.
The Who and When screen, with the sentence that says how many people it will reach.

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.
Email step open with subject, content blocks and preview.

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.

After 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.

How to know it worked

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.

If something goes wrong

Remove one condition or change it. The count updates immediately.
Pick a future date or select Now.
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.
Select Cancel the send: it goes back to a draft. Correct the message and send it again.

Next steps

Why it reaches fewer people than you expect

Create a WhatsApp template