Reaching your customers

Two separate things live here.

Broadcasts send one message to many people — an SMS about a sale, an email about new stock. The WhatsApp inbox is a one-to-one chat with a customer who messaged you.

Both work. They are the parts of SaleSprint’s marketing that genuinely send.

Which screen for which job

You need to	Go to
Text or email a group of customers	Sending a broadcast
Schedule a message for later	Sending a broadcast
See who actually received it	Sending a broadcast
Build the list you send to	Contacts, lists and groups
Import contacts from a spreadsheet	Contacts, lists and groups
Record that someone opted out	Contacts, lists and groups
Chat with a customer on WhatsApp	WhatsApp

The thing to understand before you start

Broadcasts have their own address book

The people you broadcast to are not your customers. Broadcasts → Contacts is a separate address book that starts empty and stays empty until you fill it.

Adding a customer under Contacts → Customers does not put them there. There is no “add all my customers” button. Every recipient is typed in or imported from a CSV — including customers you already have.

The same wall runs the other way: a customer segment built under Marketing & Retention cannot be sent a broadcast. The two address books never meet. See Leads and marketing.

So the first job is always the same: build the address book. Start at Contacts, lists and groups.

What the automation screens do instead

Marketing & Retention — customer segments, automation rules and surveys — sits in the Financials part of the menu and is documented under Leads and marketing. Read that page before relying on any of it: segments work, but rules and surveys cannot be completed from the app.

Nothing on this page depends on those screens.

Message credits

Broadcasts → Resource Credit Ledgers is where your SMS, email and WhatsApp credit balance would be shown.

The screen is a placeholder

It opens a page with nothing on it. There is no balance, no history and no top-up.

Credits are still counted behind the scenes — each SMS, email and WhatsApp message spends one — but the app gives you no way to see how many you have left. Ask whoever sells you your SaleSprint subscription.

In-app and push messages are free and spend nothing.

Plans

	Plan
Broadcasts, Contacts, Resource Credit Ledgers	All plans
Lists, Broadcast Groups	Standard
WhatsApp Instances	All plans
WhatsApp Inbox	Growth

Two permissions cover everything: Broadcast → Broadcast for the broadcast screens, and Integration → WhatsApp for both WhatsApp screens.

Lists need Standard, but they are how audiences work

On the Basic plan you get the Broadcasts and Contacts screens but not Lists or Groups — and a broadcast’s saved audience is built only from lists and groups. On Basic you are limited to pasting addresses in by hand at send time.