Creating Campaigns

17min
Sanoflow’s Campaign feature enables businesses to reach customers through targeted communication. Follow this step-by-step guide to create and manage campaigns effectively.
Getting Here
From the left sidebar, click on Campaigns.
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).
Ensure the chosen channel is integrated with Sanoflow.
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.
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 it’s created.
Scheduled: Set a date and time for the campaign.
Use the calendar and time picker to configure scheduling.
Recurring:
Define the recurrence frequency (e.g., daily, weekly, etc.).
Specify start and end times for recurring messages.
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 more than 10,000 contacts per campaign. In order to increase your limits, check this.﻿
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: “Hi {{Data.Name}}, don’t miss our special sale just for you!”
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
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. How do I track campaign performance? 
Navigate to the Campaign Details page to view metrics like:
Sent rate
Read rate
Clicks
Replies
7. Can I edit a campaign after it has started? 
Once a campaign is active, edits are not possible.
8. 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.
9. 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.
10. 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.
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Updated 03 Jan 2025
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Campaign Overview
Templates Overview