Sending a WhatsApp broadcast to customers
Reach your entire customer base or a targeted segment via WhatsApp in a few clicks — and track exactly how many convert to booked jobs.
How to send a WhatsApp broadcast
- 1Go to Inbox > Broadcast in the Trade2Base dashboard and click “New broadcast”.
- 2Select your audience: all customers, customers tagged with a specific label, customers in a postcode area, or customers whose last job was in a selected date range.
- 3Choose a message template from your saved templates or write a custom message — use merge fields like [First Name], [Last Name] and [Business Name] to personalise at scale.
- 4Schedule the broadcast or send immediately. For promotional messages, Tuesday to Thursday mornings typically have the best response rates.
- 5After sending, view delivery and response rates in the Broadcast Report — track how many customers replied and how many converted to booked jobs.
Broadcast messages via WhatsApp must use pre-approved message templates for the first message in any conversation. Once a customer replies, you can send free-text messages. Trade2Base manages the template submission process for you.
Frequently asked questions
There is no hard limit on recipients within Trade2Base. WhatsApp Business Platform limits are based on your messaging tier, which increases automatically as you send more broadcasts with high delivery rates. Most accounts start at 1,000 unique conversations per day.
WhatsApp Business Policy requires that recipients have opted in to receive messages from your business. Trade2Base records opt-in status for each customer. Customers without a valid opt-in are automatically excluded from broadcast sends to keep your account compliant.
Yes. On the broadcast setup screen, toggle “Schedule for later” and pick a date and time. Scheduled broadcasts appear in the Broadcasts list with a Scheduled status and can be edited or cancelled before they send.
The Broadcast Report shows how many recipients replied. When a reply leads to a booked job, Trade2Base links that job back to the broadcast in your attribution report so you can see revenue generated per campaign.