Creating a New Flow-based Campaign
This guide will provide you step by step help to create a new campaign
Once you have logged into cloud.unifonic.com, you will be directed to this page
From the main menu select the ‘Campaigns’ option.
Click on the Start New Campaign button and select Flow-based campaign. You will be directed to the campaign creation wizard as shown below.
There are four steps to creating your campaign.
Step-1: Campaign Details
Give your campaign a unique name and available flows from the flow studio will appear in the Flow name dropdown. Select the required flow, this flow will be executed for all the numbers that will be added to this campaign.
Once you have selected a flow, required variables will be shown under the flow name dropdown. You must provide values for these variables in the future steps of the campaign
Click on NEXT to proceed
Hints & Tips!
You can save your campaign as a Draft at any step and you can come back when you are ready to edit your campaign.
Now you will be directed to the second step of the campaign Recipients. Where you can add the numbers you want to send the campaign. There are three ways you can add the recipient number
1. Add Manually
Here you can add numbers manually, you can type in numbers or copy-paste the numbers separated by a comma. Make sure all the numbers have a valid country code as a prefix. Usually, this option is used to send campaigns with a smaller group of contacts. For a large number of contacts, we advise you to use file upload.
Hints & Tips!
You can enable the Autocomplete country codes feature if your recipients' numbers do not have a country code as a prefix. This feature will add the country code of your choice to all the numbers.
2. From file
This feature enables you to upload a large number of contacts in a file. We support CSV and Excel file formats. Make sure all the numbers have a valid country code as a prefix.
Make sure you follow the below instructions while preparing the recipients file
File format directions
Make sure you follow the below instructions while preparing the file
- A sample file format is available to download on the page
- In the excel sheet the customer mobile number column, you must name the column header as 'mobile number'
- If the template you are going to select in the next step contains any dynamic variables, add those to the recipient's list in separate columns as shown in the sample file, so that you can map those values to the variables in the next step. To know more about variables see What are message variables?
- supported file formats .xlsx and .csv
The maximum limit for file upload
The maximum limit for a file upload is 5 Million contacts through CSV file format and 1 million contacts through Excel file format
Once you upload the file, the system will validate the file and if any errors are found it will give you an error file link to download. Please download the error file and rectify the errors mentioned in the file and upload the file again to proceed.
3. Unifonic contacts book
Unifonic has a contacts book, which you can access under the Unifonic cloud platform. You can upload contacts and create groups.
To add contacts to the campaign, select the ' add from contacts' options and select one or multiple groups. All the contacts from these groups will be added to the campaign.
No contacts format validation
No number validation is performed on these numbers, make sure all numbers are in the correct format.
Click NEXT to proceed.
You will be directed to the next step of the campaign wizard - Message Details. The flow you have selected can have different channels configured to deliver the message to the end customer and every channel can have the message confirmed in different formats; The message preview is removed from this page and you cannot preview the message on the step.
As mentioned earlier, the required values should be mapped with the given variables to execute the flow. This mapping is mandatory to go forward.
Hints & Tips!
If you want to edit or change something from the previous step without losing the configurations, you can always click the Previous button to go back to the previous step and NEXT to go to the next step.
If there are any variables available in the flow, a variable mapping section will be displayed, from here you need to map the variables with the appropriate values. To know more about variables see What are message variables?
You can also insert tracking URLs in the message as variables using Unifonic's uLink. To know more about uLink see How to insert track URLs?
Read the help guide carefully!
Before mapping the variables, we strongly recommend you to go through the above-given links and also the Help Guide available on the UI.
Click NEXT to proceed
Step-4: Review & Trigger
Once you click the NEXT button, the campaign preview will be shown. Here you can review the entire campaign for the final time in a birds-eye view. If you need to edit any detail in the campaign you can click on the edit icon and make the changes.
Once everything is set, then you can
- schedule the campaign for a future date and time and at the time of schedule, the campaign will be auto-initiated.
- Or you can initiate the campaign right away
You have to verify yourself using a 2FA verification process before you initiate your campaign. Only when we successfully validated the OTP you entered, then only your campaign will be saved.
Initially, the OTP will be sent to the preferred channel you have configured under your profile settings.
Restriction on campaign timing!
According to the CITC regulations and other local regulating authorities, you cannot send a promotional campaign between 10 PM - 7 AM. So scheduling and initiating campaigns between this window is blocked.
Congrats! you have successfully created a campaign.
Once the campaign is initiated, all messages will be sent and all the message statuses will be tracked. You can track the campaign outcome and analytics from the campaign details page, instantly after the campaign is initiated.
Updated 2 months ago