How to Create a Campaign

The sources outline the steps for creating a campaign using Conversive, a platform that enables users to run campaigns using various channels, including SMS, MMS, WhatsApp, and RCS. Here's a step-by-step guide based on the provided sources:

Step 1: Define Campaign

• Click the "Create New Campaign" button to initiate the campaign creation process.

• Enter a name for your campaign in the "Name" field.

• Provide a description for a campaign.

• Choose the desired channel type from SMS, WhatsApp, or RCS.

• Select the appropriate channel and Sender ID from the dropdown list.

• Select the type of campaign you want to run. To know more about the different types of campaigns, read this article: [link]

• Click "Next" to move to the next step.

Step 2: Select Recipients

• Choose recipients using one of the following methods:

• Uploading a CSV file: Click "Browse" and select your file.

• Ensure the list contains the customer's mobile number when sending out the campaigns.

• Suggestion: download the Sample CSV to get the format correct.

• Map the phone number field in your CSV file according to the selected channel.

• Selecting from an existing list: Choose a list from the dropdown and select the corresponding phone field for the channel.

• Selecting a Segment: You can Choose an Audience manager segment. Read this article on how to create an Audience Manager segment.

• CRM Lists: You can pick a list created in your CRM where you can select this recipient in the list to send out the campaign.

• After selecting the recipient's source and list, Click "Next" to proceed.

• The system automatically validates records upon selecting a contact list to verify the number of contacts with correct phone numbers.

Step 3: Compose

• Select templates based on the chosen channel.

• Click the "Select Template" dropdown to choose a template.

• Click "Save and Next" to proceed.

• Note: If you are using CSV as a data source, Map merge fields by clicking "Map Merge Fields" and selecting values for each field. Click "Save" after mapping all merge fields.

Step 4: Test Message

• Enter multiple numbers (separated by commas) in the provided box to send test messages.

• Preview the message in the preview box on the right.

• Click "Send Test Message."

• Click "Next" to move to the final step.

Step 5: Send Message

• Review the campaign summary, including the phone field, Sender ID, message type, recipient list, and the total number of recipients.

• Compliance Settings: For WhatsApp campaigns, "Send only to Opted-in numbers" is selected by default because WhatsApp messaging policies require customer consent.

• For SMS or MMS campaigns, you can choose to send messages to all contacts or only opt-in contacts.

• Choose your sending option:

• Send Now: The campaign will be sent immediately.

• Schedule in future: Select a start date, time, and time zone to schedule the campaign for a later time.

• Click either "Send" or "Schedule" based on your selection.

• Once sent or scheduled, you can view your campaign and its status in the campaign list.

By following these steps, you can effectively create and execute campaigns through Conversive using your preferred channel and targeting the desired recipients. You can also use the platform's features like the search bar, filters, and campaign details page to manage and track your campaigns.

Frequently Asked Questions

1. What types of messaging campaigns are supported by Conversive?

   • Broadcast: For sending messages to a large group simultaneously. https://docs.sms-magic.com/share/jrd5SJ2m3CrBehW8UctKDg

   • Slow Pace: Gradual message delivery to avoid overloading recipient channels. https://docs.sms-magic.com/share/JVr2nTlW9WbX9VcV5i9h9Q

   • Recurring: Automatically sends messages at regular intervals. https://docs.sms-magic.com/share/v97Cd4XlfX3SAiN6c5k9DA

2. What are the different campaign statuses?

   • Draft: Campaign setup is in progress, but not yet active.

   • Queued: Campaign is waiting to start sending messages.

   • In Progress: Campaign is actively sending messages.

   • Completed: Campaign has finished sending all messages.

   • Failed: Campaign encountered issues and was unable to complete.

3. Where can I view the status of messages sent in a campaign?

   • You can view the status of campaign messages in the Message History section.

4. Is there a limit on sending bulk messages at one time?

   • Yes, there is a bulk messaging limit based on your plan.

5. How can I view errors for campaigns that have failed?

   • Errors for failed campaigns are displayed on the Campaign Overview page with detailed error messages.

6. Can I abort a campaign that is already running?

   • No, a running campaign cannot be aborted once it has started.

7. How does compliance work with messaging campaigns?

   • On the campaign preview and send page, you can choose compliance options to send messages only to opted-in users or to all users.

8. Is there an option to export campaign statistics?

   • Currently, there is no option to export campaign statistics.