Creating Campaigns

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 1,000 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