How to Create a Campaign Flow

You can also watch the video guide for a complete Segmento setup - https://video-faq.viasocket.com/demo/cm69450w50a7f030i3jy4o54x

How to create a campaign flow?

1. Log in to the MSG91 panel.

2. Select Campaign.

Once you select Campaign, you’ll be directed to the Campaign dashboard. On the top-right corner, you’ll find the option to create a new campaign. Click on it, and you’ll be presented with a list of available channels. Choose the campaign type:

Single Channel: Allows you to launch a campaign on a single channel.

Multi-Channel: Enables you to use multiple channels like SMS, email, RCS, push notifications, and more to design customized workflows based on your requirements.

After selecting the campaign type, give your campaign a name and save it.

Single channel- If you create a single-channel campaign by clicking on any channel, link the channel template created in. that particular service in the MSG91 account and select the contacts from the Phonebooks created in the Segmento. Then map the details and you can Launch the campaign right away and can also Test run it.

Multi-channel campaign- If you create a multi-channel campaign, click on the Create Campaign button. The following window will get opened and on the right-hand side, you can see different communication channels such as SMS, Email, WhatsApp, Voice, Voice flow campaign, Push notification, and RCS along with the Filters of Countries, Delay, Frequency, A/B Testing & Editor. You can Drag & Drop to add the required Node to the desired corner of the screen.

Drag the desired option from the Library to create the flow in your campaign. For example, we’ve dragged the SMS node.

Next, drag the pin from 'Start' and connect it to the SMS node.

If the campaign channels are not visible on the right side, click the pencil icon at the top to edit and adjust the view.

Top View of Campaign Tab​

After this, click on the SMS Flow Node, and on the right side, you will get the option where you can select the templates created in the SMS Templates and select the SMS Type from the dropdowns given.

​

Note: If you will not add any details under SMS Flow, it will be shown as "Incomplete" with an exclamation mark.

Click the Save button to update the node, and you will immediately see the changes reflected on the screen.

Similarly, you can use other communication channels such as SMS, email, WhatsApp, and more to design your campaign flow.

Note: It also helps in reducing campaign costs.

For example - if an SMS failed or goes unread, instead of sending the SMS again, you can trigger an email, WhatsApp message, or use any other channel to maintain engagement while reducing costs.

For further details, please refer to the video.

you can customize complete flow as per your requirement

Next, let’s explore the Delay option from the filter menu on the right bar. The delay node lets you set a delay between two nodes in your campaign flow. For example, if you want an SMS to be triggered and delivered first, followed by a WhatsApp message after 2 hours, drag and drop the SMS node first, then the delay node into the flow. Set the desired delay time, and in the next node, select the channel (e.g., WhatsApp). The WhatsApp message will be triggered after the specified delay.

Next, let’s explore the Frequency option from the filter menu on the right bar. The frequency feature allows you to set how often a particular communication is sent within your campaign flow. For example, if you want to send a WhatsApp message every Monday, Wednesday, and Friday, or on specific days at a particular time, simply drag and drop the frequency node into the flow and apply the frequency settings. Set the desired intervals, then drag and drop the required communication channel. The message will be triggered accordingly, ensuring you reach your audience at the specified intervals.

Next, let’s explore the A/B Testing option from the filter menu on the right bar. The A/B testing feature allows you to experiment with different variations of your communication to determine which performs better within your campaign flow. For example, if you want to test two different versions of a WhatsApp message or one WhatsApp message and one SMS, simply create two variations and apply the A/B testing node. The system will automatically send one version to 50% of your audience, with the remaining 50% receiving the other version, and track the performance. Based on the results, you can optimize your campaigns for maximum engagement and effectiveness.

Next, let’s explore the Editor option from the filter menu on the right bar. The editor offers greater flexibility for customization beyond the available options. With the editor, you can create and easily customize your campaign journey by writing a JavaScript code. This allows you to further personalize and tailor your flow, enabling advanced functionality and enhancing the overall campaign experience.

By following these simple steps, you can easily create and customize your multi-channel journey, enhancing customer engagement and improving your overall campaign performance.