# Add a new campaign

{% hint style="info" %}
All timestamps in relevant time zones.
{% endhint %}

To add a new campaign:

1. In the [*Campaign List*](/broadcast-messenger/manage-campaigns/campaign-list.md) tab, click ***+ New Campaign Setup**.*
2. Enter a **name** for your campaign to identify it easily (max. 255 characters).
3. Select the **campaign type:**&#x20;
   * [WhatsApp](#setting-up-a-whatsapp-campaign), or
   * [SMS](#setting-up-an-sms-campaign)
4. Click *Next.*

<figure><img src="/files/AWMDZE6R9F6DcF8Dbn5n" alt=""><figcaption><p>Enter the details of your new campaign.</p></figcaption></figure>

When selecting SMS campaigns, a **Health Check** is shown to highlight if any issues are present that may hinder the successful execution of the campaign.

<figure><img src="/files/zqt6AAJ97ZRv3cdC3Sv4" alt=""><figcaption></figcaption></figure>

### Setting up a WhatsApp Campaign

1. Select the **message template** you want to use.
   * The drop-down lists all WhatsApp templates that are already approved on your Clickatell account.
   * The message body populates automatically and is not editable.&#x20;
   * For media templates, upload the file you want to add as the template header.
   * A preview of the message is shown on the right.&#x20;
     * Note that marketing messages over 5 lines of text will be truncated for end-users with a "*Read more*" option to expand the message.

{% hint style="info" %}
You can only select from the **approved** WhatsApp templates on your account. Find out how to apply for and manage your WhatsApp templates [here](https://guides.clickatell.com/whatsapp-channel/channel-capabilities/whatsapp-message-templates/add-message-templates).
{% endhint %}

<figure><img src="/files/VsZ785Y11GRyKC3EZR9V" alt=""><figcaption><p>Select the specific message template and preview it on the right.</p></figcaption></figure>

The following template types and components are supported:

* **Media Header:**
  * Document (PDF, 30 MB max size)
  * Video (MP4 or 3GPP, 5 MB max size)
  * Image (JPEG or PNG, 5 MB max size)
* **Text:** As [set up](https://guides.clickatell.com/whatsapp-channel/channel-capabilities/whatsapp-message-templates/add-message-templates) via the Clickatell Portal and approved by Meta. Must include at least one variable.
* **Quick replies:** As [set up](https://guides.clickatell.com/whatsapp-channel/channel-capabilities/whatsapp-message-templates/use-interactive-buttons-in-message-templates) via the Clickatell Portal and approved by Meta.
* **Static and dynamic URLs:** As [set up](https://guides.clickatell.com/whatsapp-channel/channel-capabilities/whatsapp-message-templates/use-interactive-buttons-in-message-templates) via the Clickatell Portal and approved by Meta.

All buttons in the template are listed. If it is a **call-to-action button**, the number and URL(s) linked to each button are shown when hovering over it. This number will be dialed if an end-user taps the Call Phone Number button and the URL launched when they tap the Visit Website button. If the URL button is linked to a dynamic URL, it is shown in the format: *<https://example.com/order/\\{{1\\}}>*.

<figure><img src="/files/pgnrbi2Lq4XABPxveXJw" alt=""><figcaption><p>The number/URL linked to the call-to-action button for the selected template is shown upon hover.</p></figcaption></figure>

You cannot change the buttons' text on the templates, as these have been pre-approved. However, if you want to trigger a specific flow in Chat Flow when a customer taps a button, you must ensure the [keyword ](https://guides.clickatell.com/flow/configuration/using-keywords)in Chat Flow and the button keywords (as shown below) match exactly.&#x20;

<figure><img src="/files/SkyE5XEgzq5h2Fv6W4eY" alt="" width="375"><figcaption></figcaption></figure>

2. Select **when** you want to send your campaign:
   * Save a draft campaign to edit later.
   * Send the campaign immediately.
   * Schedule the campaign for a future date.

<figure><img src="/files/QYOqcMn77nT3LuIytLeO" alt=""><figcaption><p>Select when you want to send your campaign.</p></figcaption></figure>

3. Indicate **who** must receive your campaign message.

* Upload a [file ](https://www.clickatell.com/help-center/broadcast-messenger-whatsapp-sms/file-format-import-campaign-contacts/)from your computer (file types: .xlxs, .txt, or .csv; maximum 100MB; maximum 1 million rows).
* In both cases, the column headings in your file are automatically shown as options in a drop-down for each variable in your message. From each drop-down, select the column that must be used to populate each variable.

{% hint style="info" %}
File names may not contain a full stop. For example, use ***test\_file1.csv*** instead of *test.file1.csv*. Commas need to be added at the end of each line. (For an example, see [here](https://www.clickatell.com/help-center/broadcast-messenger-whatsapp-sms/file-format-import-campaign-contacts/).)

It is **required** to select a column containing the recipients' MSISDN numbers. All file columns should match the variables used in the message template.&#x20;
{% endhint %}

<figure><img src="/files/VaOzoijI7sZzbYDDA5HD" alt=""><figcaption><p>Select where you want to import your list of recipients from.</p></figcaption></figure>

* Click *Save and Import*. The table displays an extract of the file you imported for review. You can search for a specific recipient using the MSISDN (mobile) number.

<figure><img src="/files/ynQ3uCC6wnRwUEAR5wI4" alt=""><figcaption><p>Review recipients.</p></figcaption></figure>

4. Click ***Save/Send/Schedule***. This Campaign appears in the Campaign List tab with the applicable status.

### Setting up an SMS Campaign

1. Select **from which number** the campaign must be sent.&#x20;
   * This may be a requirement for delivery to certain countries (e.g., USA), or it may be possible to use a specific short-code or Toll-Free Number (TFN). You can select from your existing numbers.
   * Note that SMS responses are not visible within Broadcast Messenger, only Clickatell Portal.

<figure><img src="/files/EXv3DXWdKGYdUyktkD8y" alt=""><figcaption></figcaption></figure>

2. Select the **format** of your SMS message: &#x20;

* **Free text:** Enter your campaign message as free text.&#x20;
* **Template:** Select from your pre-configured, active [SMS message templates](/broadcast-messenger/manage-campaigns/message-templates.md). You can modify the message body.&#x20;

<figure><img src="/files/euT7DeeOe4YweA2C0OMp" alt=""><figcaption><p>Select the format of your SMS message.</p></figcaption></figure>

{% hint style="info" %}
Add variables using the format {{1}} to {{9}}. The variables will map to the columns in the recipient file you upload (see 4 below).
{% endhint %}

3. Select **when** you want to send the campaign message:

* Save a draft campaign to edit later.
* Send the campaign immediately.
* Schedule the sending of the campaign for a date in the future.

<figure><img src="/files/7qkqWE8JfomJ909RPtDV" alt=""><figcaption><p>Select when you want to send the campaign message.</p></figcaption></figure>

4. Indicate **who** must receive your campaign message:

* Upload a [file ](https://www.clickatell.com/help-center/broadcast-messenger-whatsapp-sms/file-format-import-campaign-contacts/)from your computer (file types: .xlxs, .txt, or .csv; maximum 100MB; maximum 1 million rows).
* In both cases, the column headings in your file are automatically shown as options in a drop-down for each variable in your message. From each drop-down, select the column that must be used to populate each variable.
* Click *Save and Import*. &#x20;

<figure><img src="/files/Pc5RzhDukk8WrhN5Pb1H" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
File names may not contain a full stop. For example, use ***test\_file1.csv*** instead of *test.file1.csv*. Commas need to be added at the end of each line. (For an example, see [here](https://www.clickatell.com/help-center/broadcast-messenger-whatsapp-sms/file-format-import-campaign-contacts/).)

It is **required** to select a column containing the recipients' MSISDN numbers.  All file columns should match the variables used in the message template.&#x20;
{% endhint %}

5. Click *Save/Send/Schedule* in the top right corner. This Campaign will now appear in the Campaign List tab with the applicable status.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guides.clickatell.com/broadcast-messenger/manage-campaigns/add-a-new-campaign.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
