The Summary is the final step in the broadcast and automation creation process. Its main purpose is to let you review and confirm all key settings before activating the broadcast or automation, and define the messaging outcome — whether to publish it immediately, schedule it for later, or save it as a draft.

What follows is a comprehensive list of the items that could appear in the Summary step of a broadcast and automation:

Messaging Overview
Select/unselect link tracking settings
Set the broadcast or automation expiration
Set the delivery timetable
Set the throttle configuration

Messaging Overview

In Messaging Overview, you will get a quick way to double-check the:

Sender: Number (SMS), Sender Email (Email), Agent (RCS), WhatsApp Business Account (WhatsApp).
Number of Recipients who will receive the message or notification.
Applied Filter: If any segmentation filters were used.

Select/unselect link tracking settings

If your message includes link(s) (SMS, Email, or RCS), you can choose to enable or disable tracking for each one. Under the Trackable Links section, toggle Track/Untrack for each link listed in the table.

For deeper insights on link performance, refer to the Link Tracking report section.

Throttle Configuration

The message delivery throughput is set with the Throttle Configuration with a default value of 'Full Capacity,' which translates to 250 messages per second for SMS and RCS delivery.

To reduce the sending rate, uncheck the Deliver Broadcast at Full Capacity box and set the value either by thumbing in the selection sliding bar at the bottom or enter it in the box on the far right.

For Email, the default value of 'Full Capacity' translates to 160 messages per second.

For WhatsApp, under the Advanced settings, you can set, through the slider, the rate at which messages will be sent, with up to 15 messages per second, which is the default setting.

For more details about delivery throughput and how TPS is applied across broadcasts (SMS and WhatsApp), go to the Message Throughput (TPS) section.

Set the delivery timetable

In the Activation section, choose when the broadcast or automation should be launched.

The resulting outcome of the activation options is:

Now: Launch the broadcast or automation immediately.
Schedule: Use the date/time picker to set a specific delivery time. The broadcast or automation will be saved in a state of Scheduled.
Save as Draft: Save your progress without setting a delivery time. The broadcast or automation will be saved as Pending.if

Each option will result in a corresponding action button with an equally corresponding confirmation request dialog to leave no doubt as to the action that is being taken. This is shown graphically below.

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NOTE
The Activation Options (Now, Schedule, Save as Draft) are available for: SMS, Email, RCS, and WhatsApp.

If you have selected API Endpoint (SMS/Email), Subscription Form, set the desired time for when the broadcast or automation is to be launched and activated by selecting one of the following options presented in the Select an option dropdown:

Live: It will be activated and launched right away.
Save as Draft: The broadcast or automation configuration is not complete, and is set as Draft to be completed at a later date.