Setup Broadcast Messaging

CommCare Messaging lets you send scheduled or immediate messages to a group of recipients (either a set of Mobile Worker Groups or Case Groups).

Broadcast messages are simple reminders, and do not use case properties as triggers.

To send messages in bulk, click on Messaging > Broadcasts

To set-up and schedule simple messages.
To contact all users in a one group with one time feedback after a day of supervision.
To send a meeting reminder, that is copied on an irregular basis.

Creating a New Broadcast

Click on the + Add Broadcast button

Set-up the key information

Who is the recipient? Do you want to send this a Mobile Worker Groups, Case Groups or Locations.
When should the message be sent? Specify the timing, either send a message immediately, or at a later date.
- If the broadcast messages is sent at a later date, the time must be specified in 24 hour format.
- The project's timezone will be used.
What do you want your message to say? Remember mobile worker groups cannot reference case properties.

Send an SMS message or SMS survey.

1. If sending an SMS message to a case group, you can specify case properties using {case.case_property}. For example, you may send the message "Thank you participating in this survey. Please contact {case.correspondent} if you have any questions."
2. If sending an SMS survey to a mobile worker group, the selected survey cannot update or close cases. The broadcast will fail to send if this is selected.

After you create a Broadcast Message, go to the Scheduled Broadcasts section on the Broadcasts page to view or edit all upcoming scheduled messages.

To edit the scheduled broadcast, click on the relevant name under the "Name" column.

To delete a scheduled broadcast, click on the red X button, once you do you will need to confirm the deletion on the pop up.

To either active or deactivate, click on the relevant button under the "Action" column.