Launch a Monsoon Health Kit WhatsApp Broadcast with Ferbz

Below is a step‑by‑step walkthrough of creating a “Monsoon Health Kit” WhatsApp broadcast for a typical pharmacy, Shanti Pharmacy, located in Aligarh, Uttar Pradesh. The example uses realistic numbers, patient filters, and credit consumption so you can see exactly what will happen on your screen.

1. Prepare the kit and assets

1. Define the product bundle – Shanti Pharmacy decides to offer a kit worth ₹1,200 that includes:
   • 10 tablets of Metformin (12 % GST) – ₹300
   • 1 bottle of Amlodipine 5 mg (12 % GST) – ₹150
   • 1 pack of Vitamin C 500 mg (12 % GST) – ₹200
   • 1 sachet of Oral Rehydration Salts (0 % GST) – ₹50
   • 1 reusable rain‑coat (12 % GST) – ₹500
2. Create a PDF catalogue – Using a simple design tool, Shanti Pharmacy creates a one‑page PDF titled Monsoon Health Kit – ₹1,200 and uploads it to the Ferbz Files area (accessible from the left‑hand navigation). The file receives a secure Ferbz link, e.g., https://files.ferbz.com/kit123.pdf.

2. Open the Broadcasts module

1. From the Ferbz dashboard, click Broadcasts in the main navigation bar.
2. The Broadcasts screen shows a table of past campaigns and a Create New Broadcast button at the top‑right. Click it.

3. Name and schedule the campaign

1. Campaign name – Enter Monsoon Health Kit – Aligarh 2024.
2. Send type – Choose Scheduled (because the monsoon forecast predicts heavy rains starting 10 Oct 2024).
3. Schedule date & time – Set to 09 Oct 2024, 10:00 AM so the message lands a day before the expected downpour.
4. Time zone – Ensure the time zone is set to Asia/Kolkata; Ferbz automatically adjusts for daylight saving (though India does not observe it).

4. Build the audience filter

1. Click Add Filter and select Patients.
2. Choose Purchase History → Product → type Metformin → Within last 90 days. This pulls every patient who bought Metformin in the past three months – a strong indicator of chronic‑care need.
3. Add a second filter: Tag → Monsoon‑Ready (Shanti Pharmacy previously tagged 1,200 patients who opted in for seasonal alerts).
4. The filtered list now shows 1,842 patients. At the bottom of the filter pane, Ferbz displays the estimated credit cost: 1,842 credits (one per WhatsApp message).

5. Compose the message on the visual editor

1. In the Message Builder, select WhatsApp Template → Custom Text.

2. Write the message, inserting placeholders:

   Hello {{patient_name}},
   Monsoon is here! Stay healthy with our exclusive Monsoon Health Kit – only ₹1,200 (incl. GST). 
   It includes Metformin, Amlodipine, Vitamin C, ORS and a rain‑coat. 
   Click here to view the kit details: https://files.ferbz.com/kit123.pdf
   Reply *YES* to reserve yours today. Limited stock!
   

3. Use the Insert Placeholder dropdown to add {{patient_name}}.

4. Click Preview – a modal shows how the message will appear for a sample patient.

5. Save the draft; the editor now indicates 0 credits used (credits are only deducted at send time).

6. Review and confirm

1. Click Review at the bottom of the page.

2. Ferbz presents a summary:

   • Campaign: Monsoon Health Kit – Aligarh 2024
   • Recipients: 1,842 patients
   • Scheduled send: 09 Oct 2024, 10:00 AM
   • Credit cost: 1,842 credits (₹≈₹184.20 if using the ₹99 = 100‑credit pack)

3. If the wallet balance is insufficient, a Top‑up button appears. Shanti Pharmacy tops up ₹299 for 350 credits, bringing the total balance to 500 credits, enough for this broadcast.

4. Click Confirm & Schedule. Ferbz logs the campaign, deducts 1,842 credits at the scheduled moment, and queues the messages for dispatch via the official WhatsApp Business API (Gupshup).

7. Monitor delivery on the Reminders board

1. After the scheduled time, navigate to Reminders → Broadcasts (the board shows live status for all broadcast and reminder messages).
2. Each row shows the patient, status (Sent, Delivered, Read), and a timestamp.
3. For any Failed rows (e.g., numbers that have blocked the pharmacy), a Retry button appears.

8. Analyse results in Reports

1. After 48 hours, go to Reports → Messaging Effectiveness.

2. Set the date range to 09 Oct 2024 – 11 Oct 2024.

3. The report displays:

   • Sent: 1,842
   • Delivered: 1,785 (96.9 %)
   • Read: 1,642 (89.2 %)
   • Replies “YES”: 124 (6.7 %) – these are automatically logged as Leads in the Patients module.

4. Export the CSV to follow up with the 124 interested patients, converting them into sales via the Billing module.

9. Close the loop – convert replies to sales

1. In Patients, filter by Tag → Replied‑YES‑Monsoon (automatically applied by Ferbz when a patient replies “YES”).
2. For each patient, open the profile, click New Sale, select the “Monsoon Health Kit” product bundle, and complete the checkout.
3. The receipt PDF is generated automatically, and the sale triggers the Refill Reminder automation for any chronic‑care medicines included in the kit, ensuring future compliance.

By following these steps, Shanti Pharmacy runs a fully compliant, credit‑based WhatsApp broadcast that reaches the right patients at the right time, tracks every interaction, and feeds directly into the sales pipeline—all without leaving the Ferbz dashboard.

Time saved – Before Ferbz, Shanti Pharmacy’s owner would have to export patient data to Excel, draft a message in a separate WhatsApp Web window, copy‑paste each number, and manually track replies. That process takes roughly 3 hours for a list of 1,800 patients. With the Broadcasts module, the entire workflow—from audience selection to message dispatch—takes under 15 minutes.

Revenue recovered – In the monsoon period, Shanti Pharmacy historically lost about ₹45,000 in potential sales because chronic‑care patients delayed refills while dealing with travel disruptions. The broadcast generated 124 confirmed kit reservations, each worth ₹1,200, translating to ₹148,800 in new revenue. After deducting the 1,842 credits used (≈₹184.20) and the cost of the kits (≈₹90,000 in wholesale), the net incremental profit is ≈₹58,600 for a single campaign.

Stock optimisation – By bundling fast‑moving chronic medicines with seasonal items, the pharmacy moved 300 units of Metformin that were nearing expiry (expiry within 2 months). This reduced waste and avoided a potential loss of ₹12,300 in write‑offs.

Fewer manual steps – The broadcast automatically updates patient tags, logs replies, and creates sales opportunities in the Patients and Billing modules. No separate spreadsheet or manual entry is required, eliminating transcription errors and ensuring every “YES” is captured.

Compliance and reliability – Because all messages are sent through the official WhatsApp Business API, delivery rates stay above 96 %, and the pharmacy remains compliant with WhatsApp’s commercial messaging policies. There is no risk of the pharmacy’s personal number being blocked for bulk messaging.

Overall, the Broadcasts module turns a seasonal marketing idea into a measurable, credit‑controlled campaign that directly addresses the pain points of missed refills, expired stock, and time‑consuming manual billing.

Ready to reach your patients with a timely monsoon health kit offer? Sign up for a free Ferbz trial, top up your wallet, and launch your first WhatsApp broadcast in minutes. Visit the dashboard at https://dashboard.ferbz.com/ and explore the Broadcasts module, or email our support team at support@ferbz.com for a personalized walkthrough. With Ferbz, seasonal promotions become a seamless part of your pharmacy’s daily operations—no extra tools, no hidden fees, just a single dashboard that drives sales and improves patient care.