Creating Campaigns
12 min
Sanoflowβs Campaign feature enables businesses to reach customers through targeted communication. Follow this step-by-step guide to create and manage campaigns effectively.
Getting Here
- Click the Create Campaign button in the top-right corner.
Steps on How to Create a Campaign
Fill in Campaign Details
In the New Campaign window:
- Name:
- Provide a unique campaign name (e.g., "Rescheduling All Appointments").
- Channel:
- Select the WhatsApp channel (e.g., WhatsApp Number 1).
- Audience:
- Select Segment: Choose predefined customer groups.OR
- Upload File: Import a CSV file with customer details. Use the Download Template option to get the correct format.
- CSV should include fields like Phone, ContactFirstName, ContactLastName, AppointmentDetails, etc.
You may only import 10,000 contacts per file.
- Message Template:
- Pick a pre-approved template or create a new one using the + icon.
- Use the Message Preview section to review how your message will appear.
Choose Campaign Type
- Send Immediately: Send the campaign as soon as itβs created.
- Scheduled: Set a date and time for the campaign.
- Use the calendar and time picker to configure scheduling.
Segment Selection
- If using Select Segment:
- Choose segments such as "Botox" or "Dr. John Smith"
- View the total number of contacts (e.g., "1500 Contacts").
- Based on your Meta profile verification, you may be able to send a campaign to 1,000 contacts per campaign. In order to increase your limits, you can visit Official Messasging Limits Guideline from Meta.
- If using Upload File:
- Upload a CSV file with customer data formatted correctly.
Review Campaign Details
- Check the audience, channel, and message content.
- Ensure compliance with messaging limits (e.g., "1K Customers/24 hrs").
Test the Campaign
- Use the Test Template option to send a test message for review.
Launch the Campaign
- Click Start Campaign to execute the campaign or save it for a later schedule.
Practical Use Cases
- Notify customers of upcoming appointments or reschedule them efficiently:
- Example: "Hi {{Data.AppointmentName}}, your appointment on {{Data.StartTime}} has been rescheduled. Click the link for details."
- Send promotional campaigns to specific customer segments to drive sales:
- Example: Announce seasonal discounts or flash sales with urgency and personalization.
- Send surveys or reviews after service completion to gather feedback:
- Example: "We hope you enjoyed our service! Please rate your experience here: [Review Link]."
- Target dormant customers with exclusive deals or personalized offers:
- Example: "We miss you! Here's a 20% discount to welcome you back."
- Use campaigns to send invites and reminders for webinars, workshops, or events.
Best Practices
- Use detailed customer segmentation to target the right group.
- Avoid sending generic messages to all customers.
- Use dynamic fields like names, dates, and preferences to make messages feel personalized.
- Example: βHi {{Data.Name}}, donβt miss our special sale just for you!β
- Test different templates, tones, and call-to-actions to identify what works best.
- Use the Test Template feature to refine messaging.
- Avoid sending messages at odd hours.
- Schedule campaigns during peak engagement times based on customer behavior.
- Monitor campaign analytics for metrics like delivery rate, read rate, and clicks.
- Identify underperforming campaigns and improve templates or audience targeting.
- Use only approved templates for WhatsApp campaigns to prevent delivery issues.
- Avoid spammy language or excessive frequency to maintain customer trust.
- Automate repetitive campaigns such as monthly reminders or weekly promotions using the recurring option.
FAQs
- How can I upload my audience for a campaign?
- You can upload your audience via a CSV file. Use the Download Template option in the campaign setup screen to ensure your file is formatted correctly.
- What are the message template requirements for WhatsApp campaigns
- WhatsApp templates must be pre-approved by Meta. Ensure that your message complies with the WhatsApp Business guidelines to avoid delivery failures.
- Can I send campaigns to multiple segments?
- Yes, you can select multiple segments during campaign setup. Sanoflow will combine the contacts and ensure no duplicate messages are sent.
- How do I schedule a campaign for a later date?
- Select the Scheduled option under Campaign Type and choose the desired date and time using the calendar and time picker.
- What happens if my message fails to deliver?
- Failed deliveries are reported in the campaign analytics. Check the failure reason and adjust your message template, audience details, or delivery time as needed.
- How do I track campaign performance?
- Navigate to the Campaign Details page to view metrics like:
- Sent rate
- Read rate
- Clicks
- Replies
- Can I edit a campaign after it has started?
- Once a campaign is active, edits are not possible.
- Is there a messaging limit for WhatsApp campaigns?
- Yes, limits depend on your WhatsApp Business account tier/level. For example, basic account level allow up to 1,000 messages per day.
- How can I test a campaign before sending it?
- Use the Test Template button to send a sample message to your test contact. This ensures everything looks as intended.
- How do I delete a campaign?
- To delete a campaign, click the trash icon next to the campaign name in the Campaigns list. Confirm the action in the popup.