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Avochato Broadcasts from Salesforce Campaigns

A how-to on creating SFDC Campaigns to send mass messages via Avochato Broadasts

Overview


Salesforce Campaigns can be leveraged to send Avochato broadcasts to the campaign members of that campaign.

How does it work?


We have two Flow actions that work together to send the Avochato broadcast to those Campaign members.

  1. Avochato - Create Broadcast: this action preps the broadcast in Avochato with all the campaign members phone numbers. Note that prepping a broadcast can take anywhere between several seconds to several minutes depending on the audience size.
    1. This action will save the Avochato Broadcast ID within the Campaign Description (Campaign.Description).
      1. ⚠️
        Ensure the Description field is left empty for any campaigns that are being used for Avochato broadcasts, so that the Broadcast ID can be saved there properly.
  1. Avochato - Publish Broadcast: this action will actually publish the broadcast, which can be done either immediately, or scheduled to be sent at a later date. Use the Avochato Broadcast ID that was saved to the Campaign Description field to specify the broadcast that you want to publish.
    1. ⚠️
      This action only works if the broadcast has been fully prepped, so there needs to be a delay between the first action to Create the Broadcast and this second action to Publish the Broadcast.

How to create


Flow builder actions can be used however you’d like within the Flow automation framework, but here’s an end-to-end example of how to use a Campaign and record-based flow triggers to send a broadcast.

Backend adjustments

1. Create a custom picklist field on Campaign called “Broadcast Status”, with two values:
  1. Create Now
  1. Publish Now
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2. Create a Record-Triggered Flow on Campaign
Have the trigger run anytime the Avochato Broadcast Status changes. Optimize for “Actions and Related Records”, and mark the checkbox below it to include a Run Asynchronously path for our Avochato actions (which use the Avochato API)
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Create a Decision element based on the Avochato Broadcast Status
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Within the Create Now branch, insert the Avochato - Create Broadcast action with the following parameters:
  1. message: Whatever message you want to send to your audience. Note you can use Avochato based merge fields, like $first_name, $template_welcome_msg, $survey_favorite_ice_cream, etc.
  1. name: The name given to the broadcast. You can use the Campaign Name or whatever you’d like
  1. Salesforce Campaign Id: The Id of the Salesforce Campaign, namely, the current campaign’s Id.
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Within the Publish Now branch, insert the Avochato - Publish Broadcast action with the following parameters:
  1. Broadcast Id: This Avochato Broadcast Id should have been saved to the Case Description field, so you can grab the Id from that field
  1. ASAP: set to true, which will send the broadcast to the audience right away.
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Save the flow, then click Activate to make it live:

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Run the broadcast

To run the broadcast from a Salesforce Campaign record, try the following:

This is just a sample of what a workflow could look like to send a broadcast from a SF Campaign, and you can customize any of these steps to fit your use case.

 
 
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