Open the review screen
After step 3, the wizard takes you to the Review & Send screen. The page heading reads “Finalize & Send your Broadcast” with the subtitle “Review your Broadcast information and send your message.” The progress indicator shows steps 1, 2, and 3 with green checkmarks, and step 4 highlighted.
The screen is organized into three numbered review sections plus a broadcast summary strip.
Review broadcast reach
The first panel — Review broadcast reach — confirms how many contacts will receive the broadcast and the cost.
A blue info panel states: “There is no extra charge for broadcasts. Broadcast messages count towards your channel’s messaging limits.”
An Estimated Contacts metric shows the count from step 2. A tooltip on the metric reads: “This is an estimated contacts count. We filter contacts before sending to remove duplicates and incorrect phone numbers.”
The final number of messages delivered can be slightly lower than the estimate because Octopods removes duplicates and unreachable numbers just before sending.
Review Your Message
The second panel shows the exact content that will be sent.
For an SMS broadcast, it displays the message text in a green bubble, exactly as it was entered in step 3.
For a WhatsApp broadcast, it renders the selected template as a WhatsApp message: header (with media if any), body with variables filled in, optional footer, and any buttons the template defines.
Read it carefully — once the broadcast is live, you can’t edit its content.
Review Your Filters
The third panel, Review Your Filters, lists every filter rule you set in step 1 as a row of badges: field — operator — value. Between rules in the same group you’ll see the within-group operator (and or or); between two groups you’ll see the between-groups operator. Use this view to catch any rule you didn’t mean to include.
The broadcast summary
Below the three review panels, a gray summary strip shows four fields at a glance:
Name — the name you gave the broadcast.
Workspace — the Intercom workspace.
Channel — the SMS or WhatsApp channel.
Type — the channel mode (SMS or WhatsApp).
Check the subscription warning
If your account isn’t subscribed, an amber banner appears at the top of the review screen:
“Subscription Required. You need to subscribe to one of our plans to send broadcasts. Subscribe now”
The Save Draft and Set Live buttons stay disabled until you subscribe. Click Subscribe now to open the payments page, complete your subscription, then return to the review screen.
Choose Save Draft or Set Live
Three actions are available at the bottom of the screen:
Back (left) — returns to step 3 to edit the message.
Save Draft (right, white) — saves the broadcast with its current filters and message. It’s added to the broadcasts list in the Draft state. You can come back later to review and activate it.
Set Live (right, blue) — activates the broadcast. Octopods moves it to the Pending state while it prepares, then to Live as messages begin sending.
Important: Once you click Set Live, the broadcast is committed. You cannot edit the message, filters, or audience after activation. Make sure everything in the three review panels is correct first.
What happens after activation
When you click Set Live:
The broadcast moves to the Pending state. The detail page shows: “Broadcast is being processed. It usually takes up to 5 minutes before setting to live.”
Octopods de-duplicates the matched contacts and filters out invalid phone numbers.
The broadcast moves to the Live state. Messages start going out, and the Analytics section on the detail page populates with Total, Succeeded, Pending, and Failed counts as the send progresses.
If activation fails — most commonly because the audience exceeded the 10,000-contact maximum — the broadcast moves to the Failed state with the note “Broadcast has failed due to reaching maximum contact count.” You can delete it and start over with tighter filters.
What’s next