Bulk messaging

Build contact lists imported via CSV, choose a message template and set the interval between sends in Notfy, with time and risk estimates.

The Mailing Lists screen (Service menu) brings together contact lists for sending the same message template, with a random interval between sends to reduce the risk of the number being blocked.

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When to use

Use it for notices, promotions and reactivation of contacts you already have in a spreadsheet. Contacts enter the list by CSV file import.

Starting campaigns created through the screen is still being adjusted. The list form has no field to choose which integration sends the messages, and a campaign without an associated integration cannot start. Before counting on a bulk send, confirm with support whether it is enabled for your account.

This screen requires an active Official WhatsApp integration on the account. See Official WhatsApp.

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Create a list

1. Open the screen

   In the Service menu, click Mailing Lists and create a new list.

2. Fill in the General section

   Enter the List Name and choose the Message Template. Only templates already registered in Message templates appear.

3. Adjust the options

   After choosing the template, the fields for owner, automatic lead creation and delay between messages appear (see the table).

4. Save and import the contacts

   Save the list and, in the Contacts tab, use Import Contacts.

Field	Description
List Name	Name for you to identify the campaign.
Message Template	Message that will be sent. The list’s channel (WhatsApp or email) follows the template’s channel.
Owner (Optional)	Team member responsible for the generated leads.
Create Leads Automatically	On: the lead enters the Pipeline at the time of sending. Off: the lead is only created when the customer replies. Does not appear for email templates.
Minimum Delay (seconds)	Shortest wait between two messages. Minimum of 15, default 30.
Maximum Delay (seconds)	Longest wait between two messages. Default 120, never lower than the minimum.

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Import contacts

In the list’s Contacts tab, click Import Contacts and upload the CSV file. Use Download a sample CSV file to see the format.

List type	Sample columns
WhatsApp	name, phone, email, city
Email	name, email

Each contact has a Name and an Identifier (Phone/Email). After the list is started, it is not possible to add, edit or remove contacts.

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Campaign summary

The Campaign Summary block estimates the campaign based on the configured delays:

• Completion Time: approximate time to send to all contacts.
• Account Health: assesses the risk of the chosen average interval, from HIGH RISK OF BAN (average interval below 40 seconds) to MODERATE and SAFE (80 seconds or more).

Prefer long intervals. Identical messages in quick succession are the pattern that most often leads to blocks.

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Start and monitor

When editing the list there are the Start Sends, Pause (while the campaign is active) and Update Counters buttons. The Documentation button opens the help.

In the listing, each list shows Name, Channel, Integrations, Status, Contacts, Sent and Failures.

List status	Meaning
Active	Sending.
Paused	Stopped by you.
Completed	All contacts processed.
Failed	The campaign could not be run.

Each contact has its own status: Pending, Processing, Sent or Failed. When you hover over a failed contact, the reason appears.

On Official WhatsApp, to talk to someone who has not written in the last 24 hours, you must use a template approved by Meta.

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See also

Message templates

Create and approve the templates used in bulk sends.

Official WhatsApp

Connect the number that sends the messages.

Pipeline

Follow the leads generated by replies.