What is Campaign and how to use it

By creating a single flow in the Campaign you can communicate using different communication channels such as SMS, Email, WhatsApp, Voice, and RCS, and by adding a filter (condition/country) you can send the message to the targeted end-user as well.

How to create a campaign?

You can also refer to this video guide link: 

Or you can refer to the following steps-

1. Login into the MSG91 account and from the Dashboard, click on the Campaign section.

MSG91 Dashboard
2. One in the Campaign Tool, click on New Campaign from the top right corner. A New Campaign dialogue box will open.

Campaign Tool

3. Click on New Campaign. You can create a single-channel or multi-channel campaign.

New Campaign Dialogue Box

i. 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.

ii. 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.

Campaign Creation Window

Note: You can edit the campaign name by clicking on it in the first step box. The Campaign Name can have up to 50 Characters.

4. Drag an option from the Library as per your requirement for creating the flow in the campaign, for example, we have dragged the node "SMS".

Drag the pin from 'Start' and connect it to the Node that we have added i.e. SMS.

If you are unable to view the campaign channels on the right side, click the pencil icon at the top to edit it.

Top View of Campaign Tab

5. 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.

Campaign Editing Mode

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

6. Click on the Save button and the node will be updated and you would be able to see the change on the screen itself.

7.  Similarly, you can use other communication channels such as SMS, Email, Whatsapp, etc.

Note: It will also help you in the cost-cutting of any campaign. 

For example: if on the first go, the SMS gets failed on any number instead of sending the SMS again, you can trigger an Email.

How to run a campaign?

-> In order to use the campaign, you can use the Segmento feature or Campaign API.

From Segmento, refer to Help Doc on 4 steps to setup Segmento

From Campaign Code : 

For code, click on the Code option available next to the name of the Campaign. Refer to the below screenshot- 

Campaign Code

How to schedule the campaign?

From here you can also schedule the Campaign as per your choice.

Once clicking on the Schedule option you have to fill in the details as per your choice & then click on schedule launch.

How to check the reports of the campaign?

1. After running the campaign via API or Segmento, you can check the logs and reports under the Campaign section. Hover the cursor on the name and click on the "Go to Flow" button as shown below.

List of all Campaigns

2. The logs are available on the right side of the screen which will be visible by default upon opening it.

Logs open by default

3. For checking the complete details, click on the "Analytics" button or "View". We have attached a sample for the Analytics details as well.

View and Analytics option in Logs view
Analytics View