Product
Campaigns & Templates
Campaign Overview
14min
the campaigns module in sanoflow is a dynamic and essential tool designed to significantly enhance marketing and communication strategies using whatsapp as a primary channel this module serves as the nerve center for executing targeted, automated, and personalized marketing campaigns directly to clients' whatsapp accounts you will start with a view with the previous campaigns if they exist, and you may check on details about them by pressing on them getting here campaigns module is only accessible by admins and managers admins/managers can provide the marketing team role access to campaigns, or any other role desired this module can be accessed through the navigation list on your left side of the screen, then go to campaigns what to find in the campaigns page? campaign list overview the campaigns page provides a table summarizing all the campaigns created within the platform the columns include id unique identifier for each campaign name customizable name for easy identification status indicates the progress of the campaign (e g , scheduled, sent, failed) channel the communication channel used (e g , whatsapp) created date and time the campaign was initiated completed date and time the campaign was completed scheduled day & time the predefined schedule for the campaign filter by status use the dropdown to view campaigns by their current state (e g , scheduled, sent, processing, paused, or failed) search bar quickly find campaigns by name campaign details clicking on a campaign name opens a detailed view details tab channel indicates the platform used for the campaign created by the user who initiated the campaign template the template selected for the message segment target group for the campaign status progress of the campaign (e g , sent or failed) analytics key performance metrics sent percentage number of messages sent successfully read percentage messages read by recipients replied percentage recipients who replied failed percentage messages that failed to deliver total clicks clicks on any links included in the campaign report download generate a detailed report of the campaign’s performance recipients tab shows the list of all contacts targeted by the campaign details include recipient names, statuses (e g , sent or failed), and delivery timestamps managing campaigns edit campaign adjust campaign details before launch delete campaign remove campaigns permanently by clicking the trash icon a confirmation window will appear before deletion pause campaign you will not be able to pause a campaign after it gets sent template compatibility if your whatsapp message template includes dynamic text in the header component, it will not appear in the template selection dropdown when creating a new campaign in sanoflow why? sanoflow currently supports dynamic fields only in the body and button components of a template the header must contain static content only what to do edit your template in whatsapp manager to remove the dynamic variable from the header use dynamic placeholders like {{name}}, {{date}}, etc , only in the body or buttons of the template practical use cases appointment reminders notify clients of upcoming appointments promotions announce discounts, sales, or new services follow ups reconnect with leads who have expressed interest in your services event invitations send rsvp requests or event updates best practices template optimization use concise, actionable templates with placeholders for personalization targeted segments avoid spamming by targeting specific groups monitor analytics regularly review metrics to optimize future campaigns faqs 1\ what happens if a message fails? failed messages are logged, and you can retry sending to those recipients you may also check for the failed reasons here 2\ can i track recipient interactions? yes, analytics include metrics like message reads, replies, and link clicks 3\ how do i use placeholders in templates? placeholders like {{name}} can be added by adding "@", and this will allow the system to give you personalized suggestions based on recipient data 4\ why can’t i find my template in the dropdown when creating a campaign? if your template uses dynamic text in the header component, it won’t appear in the dropdown sanoflow only supports dynamic text in the body and button sections, not the header 5\ can i send campaigns through other channels besides whatsapp? currently, whatsapp is the primary supported channel however, support for additional channels may be rolled out in future updates, if meta releases it 6\ can i edit a campaign after it’s been scheduled? yes, you can edit the campaign before it is sent once the status is sent, it can no longer be modified 7\ can i export campaign analytics? yes each campaign includes a report download option that generates a downloadable file with delivery and interaction metrics 8\ can i duplicate a campaign for re use? no for now, you can manually re create a campaign using the same segment and template 9\ do recipients see each other in the same campaign? no each message is sent individually through whatsapp's api, so it behaves like a one to one private message for each recipient 10\ what is the minimum audience size required to send a campaign? there’s no minimum, but we recommend targeting at least 10 recipients to leverage analytics insights effectively