Launch a Monsoon Health Kit Broadcast on WhatsApp with Ferbz

Below is a step‑by‑step narration of how Ramesh’s Pharmacy, a 3‑store chain in Nagpur, creates and launches a “Monsoon Health Kit” broadcast. The numbers reflect the actual credit consumption and GST calculations you will see on the screen.

1. Log into the Ferbiz Dashboard

   • Open https://dashboard.ferbz.com/ and sign in with your email and password.
   • The home screen shows the main navigation bar on the left: Billing, Patients, Automation, Broadcasts, Reminders, Reports.

2. Prepare the WhatsApp template

   • Click Broadcasts → Templates.
   • Press New Template.
   • Choose WhatsApp Business API as the channel (pre‑selected).
   • Fill in the fields:
     Template Name: Monsoon_Health_Kit_Nagpur
     Header: (optional) “🌧️ Monsoon Care Kit – Limited Offer”
     Body:

     Hello {{patient_name}},  
     Stay healthy this monsoon! Get a 15% discount on our Monsoon Health Kit:  
     • Antihistamine 10 mg – ₹{{price_antihistamine}} (incl. 12% GST)  
     • ORS Pack – ₹{{price_ors}} (incl. 12% GST)  
     • Vitamin C 500 mg – ₹{{price_vitc}} (incl. 12% GST)  
     • Blood‑Pressure Monitor – ₹{{price_bp}} (incl. 12% GST)  
     
     Show this message at checkout to claim your discount. Offer valid till 30 Sept.  
     Reply “YES” to book a kit now.  
     — Ramesh’s Pharmacy
     

   • Click Save. The template now appears in the list with a credit cost of 1 credit per send.

3. Create a patient filter

   • Switch to Patients tab.
   • Click Filters → Add New Filter.
   • Set conditions:
     Purchase Date within last 90 days
     Product Category contains “Chronic Care” (Metformin, Amlodipine, Atorvastatin, insulin)
     City equals “Nagpur”.
   • The system instantly shows 342 patients matching the criteria.
   • Click Save Filter and name it Monsoon_Eligible_Nagpur.

4. Compose the broadcast

   • Return to Broadcasts → Create Broadcast.
   • Choose the template Monsoon_Health_Kit_Nagpur.
   • Under Recipient List, select the saved filter Monsoon_Eligible_Nagpur.
   • The preview pane now lists the first three patients with merged fields (e.g., “Hello Ramesh, … ₹112 (incl. 12% GST)”).
   • Set Schedule: Date – 02 Sept 2024, Time – 08:00 AM.

5. Confirm credit balance

   • Click the Wallet icon on the top right.
   • Current balance: 1,200 credits (purchased ₹799 = 1,000 credits + ₹299 = 350 credits).
   • The broadcast will consume 342 credits (one per patient).
   • Click Add Credits if needed, otherwise proceed.

6. Launch the broadcast

   • Press Review & Send.
   • A summary screen shows:
     Recipients: 342
     Total Credits: 342
     Scheduled for: 02 Sept 2024, 08:00 AM
   • Click Confirm. The broadcast status changes to Scheduled and appears on the Reminders board under the “Broadcasts” tab with a clock icon.

7. Monitor delivery

   • After 08:00 AM, go to Reminders → Broadcasts.
   • Columns display Sent, Delivered, Read counts in real time.
   • Example after 30 minutes: Sent 342, Delivered 339, Read 215.
   • Any Failed deliveries are highlighted; you can export the list to CSV for follow‑up.

8. Analyse results

   • After the campaign ends (30 Sept), open Reports → Messaging Effectiveness.
   • Select the date range 02 Sept‑30 Sept.
   • The report shows:
     Open Rate (Read / Sent) = 62.9 %
     Conversion (Patients who replied “YES”) = 48 patients (14 %).
   • Cross‑reference with Billing → Sales to see that 48 kits generated ₹5,760 revenue (average kit price ₹120, inclusive of GST).

9. Close the loop

   • For each “YES” reply, staff can create a New Sale directly from the chat window (Ferbz integrates the WhatsApp Business API with the billing screen).
   • The sale automatically creates a PDF receipt, adds the transaction to the patient’s profile, and starts any refill‑reminder automation you have set up for the kit’s components.

By following these steps, Ramesh’s Pharmacy runs a fully compliant, credit‑based WhatsApp broadcast that reaches exactly the right patients at the right time, without any manual dialing or spreadsheet work.

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Time saved – Before Ferbz, Ramesh’s staff spent an average of 2 hours each evening compiling a phone list in Excel, drafting a message in WhatsApp, and manually sending it to each patient. With the Broadcasts module, the entire workflow from filter creation to scheduled send takes roughly 12 minutes. That is a 90 % reduction in manual effort.

Revenue recovered – In the previous monsoon season, Ramesh’s pharmacy reported a 4 % drop in repeat sales because patients forgot to restock antihistamines and ORS. The broadcast generated 48 kit purchases, each worth ₹120 (incl. 12 % GST). That added ₹5,760 to the month’s turnover, offsetting the typical monsoon dip of ₹12,000. In percentage terms, the campaign recovered 48 % of the expected loss.

Stock optimisation – By promoting the kit, Ramesh moved 30 units of antihistamine that were nearing expiry (30‑day shelf life) and 20 units of ORS that would otherwise have been written off. This reduced waste by ₹1,800 in expired inventory, improving gross margin.

Accurate compliance – All prices shown in the broadcast already include the correct GST rate (12 % for antihistamine, ORS and vitamin C; 0 % for insulin if it were part of the kit). The system pulls the GST‑inclusive amount from the product master, so there is no risk of mis‑calculation that could trigger a tax audit.

Clear performance visibility – The live status on the Reminders board and the post‑campaign Reports give Ramesh exact numbers on delivery, read and conversion. He can immediately see that 3 messages failed (invalid numbers) and decide to clean the contact list, a step that was impossible when using a personal WhatsApp number.

Overall, the Broadcasts module turns a seasonal, manual marketing push into a data‑driven, credit‑controlled operation that saves ≈ 1 hour 30 minutes per day, recovers ≈ ₹5,800 in sales, and reduces waste by ≈ ₹1,800 – all while staying fully compliant with GST and the official WhatsApp Business API.

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Launching a seasonal WhatsApp broadcast is now a few clicks away. Sign up, top up your prepaid wallet, and open the Broadcasts tab to create your first “Monsoon Health Kit” campaign. All messages are sent through the official WhatsApp Business API, you stay GST‑compliant, and you see delivery stats instantly on the Reminders board.

Start your free trial today at https://dashboard.ferbz.com/ and let our support team guide you through the setup. For any questions, email us at support@ferbz.com – we’re here to help your pharmacy run smoother, sell more, and keep patients healthy through every monsoon.