Msg91 Help Doc
Campaign

Campaign

What is Campaign?


Campaign is a comprehensive tool that simplifies multi-channel marketing automation. It enables you to create personalized campaigns across SMS, WhatsApp, email, and push notifications. With advanced features like behavior-based triggers, real-time tracking, and customizable flows, Campaign ensures you reach the right audience at the right time, driving better engagement and conversions.

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How Campaign Works ?


Campaign is a versatile communication tool that enables businesses to create and manage multi-channel campaigns across SMS, Email, WhatsApp, RCS , Push Notification & more. By designing a single flow, you can effectively reach your target audience through their preferred communication channels.

Key Features:

  • Multi-Channel Communication: Craft campaigns that integrate various channels, ensuring comprehensive audience engagement.

  • Tailored Messaging: Customize flows using delay and frequency options to ensure messages are delivered at the most optimal times for your audience

  • A/B Testing: Experiment with different channels and messaging strategies to identify the most effective communication methods, improving open rates and user engagement.

  • Automation: Create automated workflows to simplify communication, reduce manual effort, and ensure timely interactions with your customers.

  • Real-Time Analytics: Track campaign performance with comprehensive reports, enabling you to make data-driven decisions and refine strategies for better results.

Benefits of Campaign -

Campaign provides a powerful solution for businesses to automate and personalize marketing across multiple channels. It also offers robust analytics and real-time data insights, enabling businesses to track campaign performance, make data-driven decisions, and continuously improve strategies. By leveraging these features, businesses can streamline communication, reduce manual effort, and create personalized experiences that enhance strong customer relationships and drive growth.


You can also watch the video guide for a complete Segmento setup -
https://video-faq.viasocket.com/demo/cm69450w50a7f030i3jy4o54x

How to create a campaign flow?

  1. Log in to the MSG91 panel.

  2. Select Campaign.

Once you select Campaign, you will be directed to the Campaign Dashboard. In the top-right corner, you will find the option to create a new campaign. Click on it, and a list of available channels will appear. Choose the campaign type:

  • Single Channel: Launch a campaign on a single channel.

  • Multi-Channel: Use multiple channels such as SMS, email, RCS, push notifications, and more to design customized workflows based on your requirements.


After selecting the campaign type, give your campaign a name and save it.

Single-Channel Campaign

Select a channel and link its template from your MSG91 account. Choose contacts from the Segmento phonebooks, map the details, and proceed to launch or test the campaign.

Multi-Channel Campaign

Click Create Campaign to open a new window. On the right, you'll find various communication channels like SMS, Email, WhatsApp, Voice, and Push Notifications, along with filters for Countries, Delay, Frequency, A/B Testing, and Editor. Simply drag & drop the required nodes to design your campaign workflow.

Drag the desired option from the Library to create the flow for your campaign. For example, we’ve dragged the SMS node.

Next, drag the pin from Start and connect it to the SMS node.

If the campaign channels are not visible on the right side, click the pencil icon at the top to edit and adjust the view.

Top View of Campaign Tab

After this, click on the SMS Flow Node, and on the right side, you will get the option where you can select the templates created in the SMS Templates and select the SMS Type from the dropdowns given.

The Short URL checkbox is enabled by default, automatically shortening URLs in your content. If using a DLT-approved static URL, uncheck it to avoid SMS failure due to content mismatch.


Note: If you will not add any details under SMS Flow, it will be shown as "Incomplete" with an exclamation mark.


Click the Save button to update the node, and you will immediately see the changes reflected on the screen.


Similarly, you can use other communication channels such as SMS, email, WhatsApp, and more to design your campaign flow.

Note: It also helps in reducing campaign costs.

For example - if an SMS failed or goes unread, instead of sending the SMS again, you can trigger an email, WhatsApp message, or use any other channel to maintain engagement while reducing costs.

For further details, please refer to the video.

you can customize complete flow as per your requirement

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Next, let’s explore the Delay option from the filter menu on the right. The Delay Node allows you to set a time gap between two nodes in your campaign flow.

For example, to send an SMS first and a WhatsApp message after 2 hours, drag and drop the SMS Node, then add the Delay Node. Set the delay time, and in the next node, select WhatsApp as the channel. The message will be triggered after the specified delay.

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Next, let’s explore the A/B Testing option from the filter menu on the right. This feature allows you to test different communication variations to identify the most effective one.

For example, if you want to compare two WhatsApp messages or a WhatsApp message vs. an SMS, create two versions and apply the A/B Testing Node. The system will send one version to 50% of your audience and the other to the remaining 50%, tracking performance. Use the results to optimize your campaigns for better engagement and effectiveness.

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Next, let’s explore the Editor option from the filter menu on the right. It provides advanced customization beyond the standard options.

With the Editor, you can write JavaScript code to create and modify your campaign journey, allowing for greater personalization, enhanced functionality, and a more tailored campaign experience.

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By following these simple steps, you can easily create and customize your multi-channel journey, enhancing customer engagement and improving your overall campaign performance.

How to Create a Campaign Flow
Apr 3, 2025

To run the campaign, simply click Launch Campaign on the top-left bar and select a Segment/CSV file, or use the Campaign API.

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How to Create Segments : Refer to the help document titled Easy Steps to setup Segmento


From here, you can either launch the campaign immediately or schedule it as per your preferences.

After clicking on the Schedule option, fill in the required details and click Schedule Launch to confirm.

NOTE: If sent without a country code, submission and deduction depend on the detected country based on the starting number: For, 91xxxxxxxxxx, etc








How to Launch Campaign
Feb 10, 2025

After launching, go to the Campaign section to access logs and reports. Hover over the campaign name and select Go to Flow for detailed logs.

For in-depth insights, click Analytics to review performance metrics and optimize future campaigns. To view a specific campaign report, find the campaign (e.g., Testing) and click the analytics icon for a full report.



Click the highlighted icon to access the campaign's Analytics page. Here, you can track delivery status (Delivered, Failed, Rejected, Deduction, etc.) and apply filters to view data for a specific date range.


To check the status of specific communications in a campaign, click Go to Flow. On the right side, you will see logs for all communications sent within that campaign.


Once the campaign is open, click on the highlighted icon to view the reports for specific communications sent. You can also use the date range filter here


You can also click on the eye icon to view the Node Info


Here, you'll find the status of the specific communication in the campaign, along with its unique Reference ID


To view the logs of all campaigns from your account, click on the 'Logs' option in the left-hand panel



From here, you can also access the analytics of any campaign by clicking on the 'Analytics' option.


The next option is 'API Failed Logs.' To view the failed campaign logs report, check the API Failed Logs


Common Issues Noted in Logs

  • Incomplete Campaign Setup: Campaigns can fail if key details are missing or configurations are incomplete. This often results in API failure logs. Reviewing these logs helps users identify gaps, update the campaign settings, and ensure all required information is in place before re-executing.

  • Non-Existent Slug: A slug is a unique identifier used to access specific data or endpoints. If a campaign references an incorrect or missing slug, the API cannot find the necessary resources, causing a failure. The logs will highlight this issue, prompting users to verify and update the slug to ensure proper execution.

  • Inactive Campaign: If a campaign is disabled or inactive, any execution attempt will fail. The system logs this failure to prevent accidental execution of campaigns that are not ready for deployment. Users must either activate the campaign or review its status before proceeding.

Conclusion

Campaign API Failed Logs are crucial for keeping your marketing campaigns on track. They provide alerts when something goes wrong, allowing you to fix issues like incomplete setups, incorrect slugs, or inactive campaigns. This helps ensure your campaigns run effectively and achieve their goals.

How to check Campaign Reports ?
Feb 10, 2025

Common Setting to Stop Campaign

After launching the campaign, go to the Campaign drop-down by clicking on the specific campaign.

In the segmento logs, you will find the option to Stop Campaign if the set conditions are met.

Additional Options

By clicking on the three dots (menu) next to the particular campaign, further options will appear to:

- Pause: Temporarily pause the campaign.

- Stop: Permanently stop the campaign.

- Take Action: Apply other actions or changes to the ongoing campaign.

Clicked Event in Email

You can track when a user clicks on a link in your email campaign, allowing you to measure engagement and conversion directly.

Go to the Campaign Analytics section >> see the Clicked Event for each email campaign.

This feature shows the number of clicks.

Conversion Journey

Conversion Journey in MSG91

The Conversion Journey feature helps visualize your campaign’s SMS delivery across different channels, rather than tracking individual user actions. It highlights key touchpoints like SMS delivery, email status, and engagement metrics, enabling performance analysis and optimization.

  • Go to the Analytics section of your campaign dashboard.

  • Open the Conversion Journey tab to view a graphical representation of the SMS delivery journey, showing the performance of all campaign channels (e.g., SMS, email).

Each node in the diagram represents a channel or event.

Contact-Wise Report in Analytics

MSG91 provides detailed, contact-wise reports so you can track individual user log and metrics.

- Navigate to the Analytics section of campaign.

- When clicking on a particular channel (e.g., SMS or email), an option to filter the data contact-wise will appear.

- Depending on the channel selected (e.g., SMS or email), a box to filter the contacts based on the phone number (for SMS) or email address (for email campaigns) will appear.

Export Report

MSG91 allows you to export your campaign reports, either for the entire campaign or for specific channels like SMS, WhatsApp, email, etc. This feature helps you analyze the performance of your campaign in detail.

- Navigate to the Analytics section of your campaign.

- You can export the full report or filter it based on specific channels (e.g., SMS, WhatsApp).

- After selecting the desired filter, click on the Export button.

- The exported report will be available in your Download Section within the campaign dashboard, where you can download it for analysis.

 SMS Events

Now in-campaign SMS  allows you to track the detailed status of your SMS campaigns, including delivery status, failure reasons, and blocked numbers.

In SMS analytics you can view real-time updates on the status of your sent SMS.

Comma-Separated and Array Format in JSON (Run Body)

When working with APIs in MSG91, you can pass contact details or other data in either comma-separated or array format within the JSON request body.

When to Use:

Comma-Separated Format is typically used for passing a quick list of contacts in a simple string.

Array Format is recommended when dealing with a larger dataset or if you want to structure the data more clearly for later processing.

Comma-Separated Format:{

    "contacts": "91788977XXXX, 91788977YYYY, 91788977ZZZZ"

}

Array Format: {

    "contacts": [

       "91788977XXXX",

       "91788977YYYY",

                  "91788977ZZZZ"

   ]

}

Timezone in Scheduled Logs

Scheduling campaigns across different time zones can be crucial for ensuring that your messages reach users at the right time.MSG91 allows you to manage and track the timezone of your scheduled campaigns, with options to select from multiple timezone preferences.

When scheduling a campaign in MSG91, you have three options for selecting the time zone:

- Custom Time Zone: You can manually select a specific time zone in which you want the campaign to be sent. This is useful when you want to target a particular region at a specific time.

- Receiver's Time Zone: If you want your messages to be delivered at the same local time for each user, you can select the Receiver’s Time Zone. This option ensures that the campaign will be delivered at the right time based on the time zone of each individual recipient.

- Company's Time Zone: You can also schedule the campaign based on your company’s local time zone, ensuring consistency for internal tracking and management purposes.

 RCS Delivered and Read Events

Track RCS message delivery and read events for enhanced visibility in analytics.

In the Analytics section, you can view when an RCS message was delivered and if it was read by the recipient.

This helps track user engagement beyond simple SMS.

CSV Custom Values

You can upload a CSV file containing custom values for dynamic fields used in your campaign.

Upload the CSV file with custom data such as user names or unique offer codes.

Each contact will receive a personalized message based on the data in your CSV file.

To upload custom CSV values, go to the Campaign section, select the campaign you want to launch, and choose the CSV file option to add the file.


Campaign Features
Apr 3, 2025
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