Add a new campaign

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All timestamps in relevant time zones.

To add a new campaign:

  1. In the Campaign List tab, click + New Campaign Setup.

  2. Enter a name for your campaign to identify it easily (max. 255 characters).

  3. Select the campaign type:

  4. Click Next.

Enter the details of your new campaign.

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.

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.

    • For media templates, upload the file you want to add as the template header.

    • A preview of the message is shown on the right.

      • Note that marketing messages over 5 lines of text will be truncated for end-users with a "Read more" option to expand the message.

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You can only select from the approved WhatsApp templates on your account. Find out how to apply for and manage your WhatsApp templates herearrow-up-right.

Select the specific message template and preview it on the right.

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 uparrow-up-right via the Clickatell Portal and approved by Meta. Must include at least one variable.

  • Quick replies: As set uparrow-up-right via the Clickatell Portal and approved by Meta.

  • Static and dynamic URLs: As set uparrow-up-right 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}}.

The number/URL linked to the call-to-action button for the selected template is shown upon hover.

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 arrow-up-rightin Chat Flow and the button keywords (as shown below) match exactly.

  1. 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.

Select when you want to send your campaign.
  1. Indicate who must receive your campaign message.

  • Upload a file arrow-up-rightfrom 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.

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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 herearrow-up-right.)

It is required to select a column containing the recipients' MSISDN numbers. All file columns should match the variables used in the message template.

Select where you want to import your list of recipients from.
  • 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.

Review recipients.
  1. 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.

    • 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.

  1. Select the format of your SMS message:

  • Free text: Enter your campaign message as free text.

  • Template: Select from your pre-configured, active SMS message templates. You can modify the message body.

Select the format of your SMS message.
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Add variables using the format {{1}} to {{9}}. The variables will map to the columns in the recipient file you upload (see 4 below).

  1. 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.

Select when you want to send the campaign message.
  1. Indicate who must receive your campaign message:

  • Upload a file arrow-up-rightfrom 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.

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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 herearrow-up-right.)

It is required to select a column containing the recipients' MSISDN numbers. All file columns should match the variables used in the message template.

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

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