Campaigns
SMS Campaign
19 min
the sms campaign feature enables campaign managers to run large scale sms campaigns for up to 5 lakh contacts it includes capabilities such as static and dynamic messaging, campaign level reports, inbox view, real time performance stats, and the option to mark an ongoing campaign as completed key benefits static and dynamic campaigns choose between static sms (same message for all recipients) or dynamic sms (personalized content for each recipient) campaign level reports download campaign level reports once the campaign is complete to analyze performance and delivery trends mark as completed pause any ongoing campaign and mark it as completed remaining numbers will not receive messages, and reports will still be available for such campaigns campaign & sms details each campaign provides a dedicated dashboard with campaign summary real time statistics sms level details (outbox view) send test sms test campaigns before launch by sending a sample sms to verify content and variables estimated cost calculate campaign costs in advance based on sms content, number of recipients, and billing plan navigating the sms campaign dashboard from the left hand panel, click tools → campaigns (new) on the campaigns page, select sms campaign (next to the call campaign button) create an sms campaign click create sms campaign on the campaigns home page to open the campaign creation screen you will be prompted to enter the following campaign details step 1 campaign details campaign name — minimum of three characters sms content type — choose between static same content for all recipients dynamic personalized messages using variables for static campaigns , select one or more existing contact lists (up to five per campaign) for dynamic campaigns , upload a new csv list (up to 10 lakh contacts, max 60 mb, with up to 5 variables) the first column of the csv file must contain phone numbers for indian numbers, the country code is optional all other columns are optional and can be customized as needed step 2 dlt configuration dlt entity id — registered on the dlt (distributed ledger technology) portal; required for all indian destinations (read only field) dlt template id — id associated with your approved dlt content template dlt sender id — select the appropriate sender id text sender id for transactional and transactional opt in messages numeric sender id for promotional sms step 3 select a template you can choose between selecting a saved template from your approved list, or entering details manually using a dlt approved template id and content selecting a saved template a popup displays all approved templates in your account search by template id or message body once selected, dlt template id and sms type fields populate automatically to update a missing dlt template id, click the provided link to open the sms settings page enter manually if you choose to enter details manually, fill out all dlt parameters carefully ensure the template content exactly matches the dlt approved version if unsure, send a test sms before launching the campaign to confirm template validity step 4 sms content and variables sms content for static messages, content is fixed and uneditable for dynamic messages, you can map variables using the @@ notation — typing @@ displays all available column headers from your uploaded csv file replace variables accurately to ensure correct personalization step 5 schedule the campaign specify when your campaign should run start date and time must be at least 15 minutes ahead of the current time end date and time optional; defaults to 30 days from the start time minimum end time is 2 hours after the start time you can optionally add a campaign status callback url to receive updates callback parameters campaign sid — unique campaign identifier date created , date updated , date started status — in progress | completed reports — report download link (available only after completion) step 6 send a test sms before creating the campaign, use the send test sms option the popup will display dlt entity id dlt template id dlt sender id sms type sms content you will then enter phone number — destination number (e 164 format preferred) custom field (optional) variable replacements for test message preview it’s recommended to send a test sms whenever a new template is selected or edited this ensures the dlt id and message format are correct step 7 create sms campaign click create sms campaign once all details are filled in a confirmation banner will appear, and the campaign will now be visible in the sms campaigns list view list of sms campaigns the sms campaigns landing page shows a summary of all existing campaigns, including campaign name campaign type schedule time status performance each campaign has an action menu with the following options action description pause stop sending sms for an in progress or scheduled campaign resume continue sending sms to pending numbers (paused campaigns only) complete mark campaign as completed remaining numbers are marked as failed expired archive move completed or scheduled campaigns to archive view download download reports for completed campaigns filters, search, and sorting filter by campaign status search by campaign name (minimum 3 characters) sort by campaign name or schedule time performance overview displays campaign performance across three key statuses completed failed scheduled hovering over the counts shows detailed subcategories failed failed sms, failed expired, failed dnd, failed no attempt, failed no balance, invalid sms scheduled submitted sms and scheduled sms sms campaign summary and stats click any campaign to view its detailed statistics the page is divided into two sections campaign details and campaign stats campaign details provides an overview of all campaign level settings and identifiers lists used entity id and sender id template id and sms type start and expiry time message content summary estimated campaign cost estimated cost displays the projected cost based on number of recipients sms character count billing plan for dynamic sms, costs are estimated assuming all numbers are domestic indian contacts the final charge may vary slightly once the campaign completes this feature is disabled once the campaign starts campaign stats shows real time number level delivery data click the refresh icon to update (up to 5 minutes delay) status meaning scheduled numbers pending for sms dispatch submitted sms submitted to the gateway sent sms successfully delivered to handset failed invalid or unreachable numbers failed dnd number blocked by ndnc registry failed expiry message expired after repeated retries by operator failed no attempt campaign ended before completion or exceeded 30 day limit failed no balance campaign halted due to insufficient account balance invalid invalid or malformed phone number view sms details this section lists all sms messages sent as part of the campaign it includes number and name (if saved) time and status detailed status the action menu displays sent time sender id destination number sms reference id search by number (minimum 3 characters) sort results by created date url shortening urls in sms messages can be long and consume valuable character space shortening urls helps stay within the 160 character limit and improves click through rates short urls are also trackable, allowing you to monitor engagement enable url shortening and click tracking within the create sms campaign screen, locate the url shortening and tracking section require url shortening select yes to automatically shorten urls in the sms body (e g https //exo tl/vhdpzv ) each sms receives a unique short code multiple urls will each be shortened default expiry is 30 days enable click tracking select yes to track click data for each recipient this captures total clicks and unique clicks click tracking callback url provide a webhook url to receive click data per number url shortening must be enabled for click tracking to function click tracking data is not currently included in campaign callbacks contact list limits there is no restriction on the number of contacts for which an sms campaign can be created however, the uploaded csv file must be under 10 mb in size
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