# Add a new campaign

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

To add a new campaign:

1. In the [*Campaign List*](https://guides.clickatell.com/broadcast-messenger/manage-campaigns/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:** 
   * [WhatsApp](#setting-up-a-whatsapp-campaign), or
   * [SMS](#setting-up-an-sms-campaign)
4. Click *Next.*

<figure><img src="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FpTe2B4IRAFo2UbeuTPcH%2Fimage.png?alt=media&#x26;token=4d46f36a-ddef-4faa-a34c-e6cbbbb302fa" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FESnirCbl5gKsYICQyqrg%2Fimage.png?alt=media&#x26;token=d4c7ef3b-8612-422f-91b5-9bafcf6a2044" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FSyTnc58FDq8K6f4bHNAL%2Fimage.png?alt=media&#x26;token=493851da-48c8-4967-ba68-ec46252d48e5" 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="https://content.gitbook.com/content/RYzqAHmKKYdD03EPS3QN/blobs/94d2idM9UoBRHsRlsZq2/image.png" 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="https://content.gitbook.com/content/RYzqAHmKKYdD03EPS3QN/blobs/NgM3p0F4mm8jUg4v0ci7/image.png" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FBuaEc7LyNlzWjSa5msc2%2Fimage.png?alt=media&#x26;token=19bf719a-ca1a-4788-85ba-94d720cc984e" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FGaAKQNmRvZ4dbv6Svyxc%2Fimage.png?alt=media&#x26;token=2fe484bd-0a44-4aaf-b901-8cf0e30be5b2" 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="https://content.gitbook.com/content/RYzqAHmKKYdD03EPS3QN/blobs/JCjdYET78rgrREurg7Td/image.png" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FPXKlzsPiris3mhMVtT19%2Fimage.png?alt=media&#x26;token=1f747946-47bb-4f6c-91d1-aefa6d10eaa0" 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](https://guides.clickatell.com/broadcast-messenger/manage-campaigns/message-templates). You can modify the message body.&#x20;

<figure><img src="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2F7a5eDupHYgLdB31mjt4K%2Fimage.png?alt=media&#x26;token=2c675416-3be3-40b5-a59b-02bcf84af271" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2FVk3ll6UjNjvqEexhmNG3%2Fimage.png?alt=media&#x26;token=878a87ad-7686-4a62-bc08-998a00862d88" 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="https://793527533-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYzqAHmKKYdD03EPS3QN%2Fuploads%2Fqn5wfAyAPBsu1lHTftwz%2Fimage.png?alt=media&#x26;token=7e425041-a616-46be-9f6a-a069ebcd2661" 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.