Campaign

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.

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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.

To run the campaign, simply click Launch Campaign on the top-left bar and select a Segment/CSV file, or use the Campaign API.

How to Create Segments : Refer to the help document titled Easy Steps to setup Segmento

From here, you can either launch the campaign immediately or schedule it as per your preference.

After clicking on the Schedule option, fill in the required details and click Schedule Launch to confirm.

NOTE: If sent without a country code, submission and deduction depend on the detected country based on the starting number: For, 91xxxxxxxxxx, etc

After launching, navigate to the 'Campaign' section to access logs and reports. Hover over the campaign name and select 'Go to Flow' to view detailed logs. For in-depth analytics, click on 'Analytics' to assess performance metrics and optimize future campaigns.

To view reports for a specific campaign, locate the desired campaign (e.g., 'Testing' campaign as shown in the screenshot below) and click on the analytics icon to access the campaign's full report

After clicking on the highlighted icon, you'll be taken to the analytics page for the whole campaign. You can check the delivery status (like Delivered, Failed, Rejected, Deduction, etc.). You can also apply a filter to view data for a specific date range.

To check the status of specific communications in a campaign, click on the 'Go to Flow' option. On the right side, you'll see the logs for all communications sent under that campaign.

Once the campaign is open, click on the highlighted icon to view the reports for specific communications sent. You can also use the date range filter here

You can also click on the eye icon to view the Node Info

Here, you'll find the status of the specific communication in the campaign, along with its unique Reference ID

To view the logs of all campaigns from your account, click on the 'Logs' option in the left-hand panel

From here, you can also access the analytics of any campaign by clicking on the 'Analytics' option.

The next option is 'API Failed Logs.' To view the failed campaign logs report, check the API Failed Logs

Common Issues Noted in Logs:

Incomplete Campaign Setup:
One common scenario where the API failed logs come into play is when a campaign is left in an incomplete state. This can occur for various reasons, such as missing information or incomplete configuration settings. The logs will capture this failure, allowing the user to revisit the campaign setup, identify the gaps, and correct them before re-executing the campaign.

Non-existent Slug:
Another situation that triggers a failed log is when the campaign references a slug that does not exist. Slugs are unique identifiers that help in accessing specific data or endpoints within the system. If a campaign is set to execute with an incorrect or non-existent slug, the API will fail to locate the necessary resources, resulting in a failed log entry. This serves as a prompt for the user to check and correct the slug, ensuring that the campaign is properly linked to the correct resources.

Inactive Campaign:
A campaign being in an inactive state is another common cause for failure. Inactive campaigns are those that have been disabled or are not currently active in the system. If an execution attempt is made on such a campaign, the API will log a failure. This is a safeguard to prevent the accidental execution of campaigns that are not ready to be deployed, prompting the user to either activate the campaign or re-evaluate its readiness for execution.

Conclusion

Campaign API Failed Logs are crucial for keeping your marketing campaigns on track. They provide alerts when something goes wrong, allowing you to fix issues like incomplete setups, incorrect slugs, or inactive campaigns. This helps ensure your campaigns run effectively and achieve their goals.

Campaign slug is a unique name for the campaign that never changes even when you change the name of the campaign.

Login into the MSG91 panel and click on the Campaign section.

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Here you will be able to see the campaign slugs for all the campaigns, you can copy the slug for any specific campaign from here:

                               Common Setting to Stop Campaign

After launching the campaign, go to the Campaign drop-down by clicking on the specific campaign.

In the segmento logs, you will find the option to Stop Campaign if the set conditions are met.

Additional Options

By clicking on the three dots (menu) next to the particular campaign, further options will appear to:

- Pause: Temporarily pause the campaign.

- Stop: Permanently stop the campaign.

- Take Action: Apply other actions or changes to the ongoing campaign.

Clicked Event in Email

You can track when a user clicks on a link in your email campaign, allowing you to measure engagement and conversion directly.

Go to the Campaign Analytics section >> see the Clicked Event for each email campaign.

This feature shows the number of clicks.

Conversion Journey

The Conversion Journey feature in MSG91 helps you visualize the journey of your campaign’s SMS delivery across different channels, rather than tracking individual user actions. It displays key touch-points like SMS delivery, email status, and engagement metrics across the channels used in your campaign, allowing you to analyze the performance and optimize for better results.

- Go to the Analytics section of your campaign dashboard.

- Navigate to the Conversion Journey tab. A graphical representation of the SMS delivery journey can be seen, showing the performance of all channels (e.g., SMS, email) that were added to the campaign.

Each node in the diagram represents a channel or event 

Contact-Wise Report in Analytics

MSG91 provides detailed, contact-wise reports so you can track individual user log and metrics.

- Navigate to the Analytics section of campaign.

- When clicking on a particular channel (e.g., SMS or email), an option to filter the data contact-wise will appear.

- Depending on the channel selected (e.g., SMS or email), a box to filter the contacts based on the phone number (for SMS) or email address (for email campaigns) will appear.

Export Report

MSG91 allows you to export your campaign reports, either for the entire campaign or for specific channels like SMS, WhatsApp, email, etc. This feature helps you analyze the performance of your campaign in detail.

- Navigate to the Analytics section of your campaign.

- You can export the full report or filter it based on specific channels (e.g., SMS, WhatsApp).

- After selecting the desired filter, click on the Export button.

- The exported report will be available in your Download Section within the campaign dashboard, where you can download it for analysis.

 SMS Events

Now in-campaign SMS  allows you to track the detailed status of your SMS campaigns, including delivery status, failure reasons, and blocked numbers.

In SMS analytics you can view real-time updates on the status of your sent SMS.

Comma-Separated and Array Format in JSON (Run Body)

When working with APIs in MSG91, you can pass contact details or other data in either comma-separated or array format within the JSON request body.

When to Use:

Comma-Separated Format is typically used for passing a quick list of contacts in a simple string.

Array Format is recommended when dealing with a larger dataset or if you want to structure the data more clearly for later processing.

Comma-Separated Format:{

    "contacts": "91788977XXXX, 91788977YYYY, 91788977ZZZZ"

}

Array Format: {

    "contacts": [

       "91788977XXXX",

       "91788977YYYY",

                  "91788977ZZZZ"

   ]

}

Timezone in Scheduled Logs

Scheduling campaigns across different time zones can be crucial for ensuring that your messages reach users at the right time.MSG91 allows you to manage and track the timezone of your scheduled campaigns, with options to select from multiple timezone preferences.

When scheduling a campaign in MSG91, you have three options for selecting the time zone:

- Custom Time Zone: You can manually select a specific time zone in which you want the campaign to be sent. This is useful when you want to target a particular region at a specific time.

- Receiver's Time Zone: If you want your messages to be delivered at the same local time for each user, you can select the Receiver’s Time Zone. This option ensures that the campaign will be delivered at the right time based on the time zone of each individual recipient.

- Company's Time Zone: You can also schedule the campaign based on your company’s local time zone, ensuring consistency for internal tracking and management purposes.

 RCS Delivered and Read Events

Track RCS message delivery and read events for enhanced visibility in analytics.

In the Analytics section, you can view when an RCS message was delivered and if it was read by the recipient.

This helps track user engagement beyond simple SMS.

CSV Custom Values

You can upload a CSV file containing custom values for dynamic fields used in your campaign.

Upload the CSV file with custom data such as user names or unique offer codes.

Each contact will receive a personalized message based on the data in your CSV file.

To upload custom CSV values, go to the Campaign section, select the campaign you want to launch, and choose the CSV file option to add the file.

USECASE:

With MSG91’s campaign feature, you can control the number of messages sent each day, ensuring you stay within your WhatsApp tier limit while pushing towards a higher tier. This feature allows businesses to:

- Set daily message limits based on current tiers.

- Track message performance and engagement.

- Optimize messaging strategies by sending the right amount of messages at the right time.

This automation helps you reach your audience efficiently while demonstrating to Meta that your business needs a higher messaging limit.

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Steps to set this up:

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1. Click on Campaign section on Dashboard.

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2. Select the campaign you want to add the contact limit in, or you can create a new campaign.

To create the new campaign here is the document for the same: https://msg91.com/help/what-is-campaign-and-how-to-use-it

3. Click on the- “Go to flow” button. When you hover over the campaign you want to add the limit on.

4. Now click on Switch to Edit mode button on top.

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5. Now click on the setting icon.

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6. Now click on the Contact Limit in the panel which opens.

And fill all the details given.

Note:

Fill the details in the correct gap, in case you are adding the details of per minutes, per hours and per day.

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7. Now click on the save option.

The campaign limit is set.