Broadcast

Recipient List

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The Recipient List feature lets you upload files containing contact data (CSV or Excel) to use as broadcast targets. This is useful when you have contact lists from external sources that are not yet in the Chatmo database, or when you want to target a specific group from a particular data file.

Why Use Recipient Lists?

In addition to using Segments or All Contacts for broadcast targeting, Recipient Lists offer an alternative approach:

• External contact sources -- Upload contact data from CRMs, spreadsheets, or other systems not yet integrated with Chatmo
• Campaign-specific lists -- Create a recipient list tailored to a single campaign
• Automatic validation -- Chatmo automatically validates phone numbers and flags which ones are valid or invalid
• Additional data columns -- Include extra columns (name, email, etc.) that can be referenced in the recipient detail view

Recipient List Overview

The Recipient List page displays all uploaded files in a table format:

Column	Description
Name & Description	The name assigned during upload along with a brief description
Status	File processing status: Completed, Processing, Failed, or Pending
Recipients Count	Total recipients, valid count, and invalid count
Columns	Number of data columns detected from the file
Uploaded	Upload date and file size
Actions	Available actions: view details or delete

Uploading a New Recipient List

To upload a new recipient list, click the Upload button on the Recipient List page. An upload modal will appear.

Fill in the following:

1. File -- Select a CSV or Excel file containing your recipient data. Make sure the file has a phone number column.
2. Name (required) -- Give this list a descriptive name, such as "Webinar Attendees March 2026" or "Jakarta VIP List".
3. Description (optional) -- Add a description for easier identification later.

Click Upload to start the process. Chatmo will process the file, detect columns, and validate each phone number automatically.

Supported File Formats

• CSV -- Comma-separated values files with column headers in the first row
• Excel (.xlsx, .xls) -- Excel spreadsheets with column headers in the first row

Your file must contain at least one column with phone numbers. Additional columns (name, email, address, etc.) will be detected automatically and are viewable on the detail page.

Recipient Detail Page

Click on any recipient list to open its detail page. This page shows comprehensive information about the uploaded list.

Information Header

The top of the page displays:

• Name of the recipient list with a status badge
• Description provided during upload
• Upload date and original file size

Validation Metrics

Four metric cards summarize the validation results:

Metric	Description
Total Recipients	Total number of data rows in the file (excluding the header row)
Valid	Number of recipients with valid phone numbers (shown in green)
Invalid	Number of recipients with invalid phone numbers (shown in red)
Valid Rate	Percentage of valid recipients out of the total, displayed as a progress bar

Search and Filter

You can narrow down recipient data using:

• Search -- Find recipients by phone number or name
• Filter -- Show all items, valid only, or invalid only

Recipient Data Table

The table displays each recipient's data with the following columns:

Column	Description
Row Number	Sequential row number
Phone Number	The recipient's phone number (this column is sticky and remains visible when scrolling horizontally)
Name	The recipient's name (if available in the file)
Validity Status	A badge indicating valid or invalid, with a tooltip explaining the reason if invalid
Dynamic Columns	Additional columns detected from the uploaded file (email, address, etc.)

The table uses pagination with 10 items per page.

Available Actions

On the recipient detail page, you have several actions:

Delete Invalid Items -- Removes all recipients with invalid status from the list. The button shows the count of invalid items that will be removed, so you know exactly how much data will be affected.

Download Original File -- Downloads the original CSV or Excel file as it was when first uploaded.

Export Valid Items Only -- Exports only the recipients with valid status to a new file. This is useful if you need the validated data in another system.

Recipient Validation

Chatmo performs automatic validation on every row of uploaded data. Here is how each validation status is determined:

Valid

A recipient is considered valid when:

• The phone number has a correct format
• The phone number contains a recognized country code
• The phone number has the appropriate digit length for the corresponding country

Invalid

A recipient is marked invalid when:

• The phone number is empty or missing
• The phone number format is not recognized
• The phone number is too short or too long
• The country code is not valid

The tooltip on the invalid badge provides specific information about why validation failed, so you can fix the data in your source file.

Using Recipient Lists in a Broadcast

After a recipient list has been processed and has a Completed status, you can use it when creating a broadcast:

1. Open the Create Broadcast page
2. In the Audience Selection section, choose the Recipient List option
3. Select the desired recipient list from the dropdown
4. The system will only send to recipients with a valid status

What's Next?

• Create a Broadcast -- Use your recipient list to send a broadcast campaign.
• Broadcast Overview -- Return to the broadcast feature overview.
• Broadcast Templates -- Create message templates for WhatsApp Business broadcasts.
• Import Contacts -- Import contacts into the Chatmo database for long-term use.