SMS Campaigns (User guide)

Creating SMS Campaign

To create a new SMS campaign, perform the following:

  1. Navigate to the Multichannel Campaigns menu item from the left menu bar.
  1. The following screen appears, where the user can preview all SMS campaigns by clicking the SMS tab and then starting the campaign creation process.
  1. From the previous screen, click the Start New Campaign button, then select the required campaign type from the drop-down list.
  1. Select New SMS Campaign, then a new screen appears where the user can fill in the mandatory fields of the first step Campaign Details.

Campaign Details

  1. From the following screen, fill in the Campaign Name, and select the Sender Name from the drop-down list, then click Next to proceed to the next step.

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Note

In case you don’t have already created Sender Name, kindly see this page for further information for how to create sender name.

Recipient Details

Unifonic allows its users to add their recipients in three different ways:

  1. From File
  2. Add Manually
  3. Add from Contacts

To add your recipients using one of the three mentioned ways, perform the following.

Adding Recipients from File

  1. From the Recipients Details step, the user can enable or disable the Autocomplete Country Code option as a first step, notice the following screen.
  1. In case of enabling the Autocomplete Country Code option, you have to select the Target Country from the drop-down list as shown in the previous figure.
  2. From the following screen upload your file that has all the recipients’ needed information for your campaign. However, the system will automatically check all phone numbers whether they are valid or not, and the user has the right to rectify the numbers or can proceed without rectifying any number. (Paid Feature)
  1. In case you don’t know how to fill in your CSV or Excel file, download the sample file highlighted in yellow from the previous screen as a guide, as you can notice the following figure for an Excel example.
  1. The user can delete the uploaded file by clicking the Delete button and re-uploading the file until they have a comprehensive file for their campaign, then click Next for the following step.

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Note

The user has to pay attention to some file format directions and the maximum limit for file upload as the following.

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 number of contacts allowed in a file is five million contacts through CSV file format and one million contacts through Excel file format.
  • The maximum file size allowed is 100 MB.

Adding Recipients Manually

  1. From the Recipients Details step, the user can enable or disable the Autocomplete Country Code option as a first step, notice the following screen.
  1. In case of enabling the Autocomplete Country Code option, the user has to select the Target Country from the drop-down list as shown in the previous figure.
  2. From the following screen add the recipients’ phone numbers separated by commas, then click Add, after the user finishes adding the required phone numbers, click Next.

Adding Recipients from Contacts

  1. From the Recipients Details step, the user can enable or disable the Autocomplete Country Code option as a first step, notice the following screen.
  1. In case of enabling the Autocomplete Country Code option, the user has to select the Target Country from the drop-down list as shown in the previous figure.
  2. From the following screen, select recipients from the drop-down list of created contacts, then click Next, notice the following screen.

Message Details

Unifonic allows its users to add their message in three different ways:

  1. Compose Message
  2. Use a Template
  3. From File

To add messages using one of the three mentioned ways, perform the following.

Composing a Message

  1. From the following screen, select the Message Category from the drop-down list, then start adding your message content in the Message Content box.
  1. Before sending your campaign, make sure the information you want to include is included in your uploaded CSV or Excel file. If that information isn't already there, you can easily add it using the "Add Variable" button. The picture below shows an example of how this works, including what you'll see in the preview section.

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Note

Please note that the character count and number of message units displayed here are estimates. These numbers can be affected by several factors, including:

  • Using special characters: Special characters often take up more space than standard letters and numbers.
  • Including multiple languages: Messages with text in multiple languages may require more characters to represent the same information.
  • Adding trackable links: Trackable links add extra characters to your message and can increase the number of units used.
  • Inserting variables from other sources: Variables like names or locations pulled from files or contacts can also affect the character count and unit consumption.
  1. Once the user is done with adding all the required information in the message content box, scroll down to the bottom of the page to define the destination of each variable from the file’s columns.
  1. From the previous screen, select from which source the system will retrieve the requested information of each added variable, and in case of adding a link, select the source to be Link, then from File, then the column name where is the link to ensure exporting the right links from the uploaded file as shown in the last row.
  2. Once the user is done with adding all the required information in the message content box, click Next to proceed to the next step.

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Note

Want to include clickable links in your messages? Unifonic's link tracking service, uLink, helps you with two things:

  • Shortened URLs: uLink creates short and unique links for each contact, making your messages cleaner and more visually appealing.
  • Click Tracking: When a recipient clicks the link, uLink captures the time and location of the click, providing valuable insights into your campaign reports.

Adding Message Using a Template

  1. From the following screen, choose an SMS Template from the drop-down list, then start defining the destination of each variable from the file’s columns as shown at the end of the screen.
  1. In case the client does not have an already created template, click Create a New Template where the following screen appears to start template creation.
  1. From the previous screen, select the Message Type from the drop-down list, then add the Template Name, and type your Message Content by adding whatever variables you need, then click Create Template.
  2. As a last step, click Next to proceed to the next step.

Adding Message from a File

  1. From the following screen, choose the Message Category, then choose your Message Content from the drop-down lists, then click Next to proceed to the next step.

Trigger Details

  1. From the previous screen, the user can preview all the details of the prepared campaign. However, Unifonic allows its users to do a few actions as the following before initiating their campaign with their customers.

Preview Section

  1. From the preview section, the user can check all campaign details, the campaign type, name, and sender name.
  2. The recipients' details also are previewed in this section, as the campaign estimations, notice the following figure for further details.

Sending a Test Campaign

  1. The user can send a test campaign by clicking the Test Campaign button, where the following screen appears.
  1. Add the phone number where you want to send the test campaign, click Add, then click Send a Test Campaign.

Scheduling the Campaign

  1. The user can schedule the campaign sending by selecting the required date and time as shown in the figure below.

Dividing and Sending campaign in Batches

  1. Enabling the Divide and Send Campaign in Batches button allows the users to send the campaign in batches if the targeted recipients' numbers are too large, then choose the Number of Batches, and then the Time between Batches.
  1. As a last step, click the Initiate Campaign button to send out your campaign to the recipients.

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2FA Verification

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.

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Restriction on campaign timing!

  • According to the CITC regulations and other local regulating authorities, you cannot send a promotional campaign between 10 PM - 9 AM. So scheduling and initiating campaigns between this window is blocked.
  • If the campaign has already started and goes over the restrcited time; the campaign will be paused and the same will be resumed on the next day.

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 reports page instantly after the campaign is initiated.

To know more about the campaign analytics and reports, see Reports and Analytics page