In this article, we will show you how to create a new Sakari SMS campaign to your selected contacts in five steps. Upload a target list or select an available list in your account and define your target by selecting specific criteria.
Step-By-Step Interactive Demo
Step-By-Step Written Instructions
Log into your account.
Navigate to the Campaigns tab to create a new Campaign.
Step 1. Create a Campaign
- Click on Create Campaign
You will be directed to five stages of creating a campaign:
- Campaign Details
- Contacts
- Conditions
- Messaging
- Schedule
- Name - give your campaign a name
- Description - add more detail about the campaign. This could include the purpose, the recipients or the timing, or all or none of the above!
- Select a Group - all numbers in your Sakari account will have their own Group. Select the Group in your Sakari account that contains the number you want to send from
Step 2. Target Your Audience Contacts
Click Contacts. You have the option to upload a target list or select contacts from an existing list. If your institution has integrated your data into the Sakari platform, the recommended option is to select an available list.
Select List
In the search bar, type the name your list and select it. Please note: you may also upload a target list in .CSV format. If this approach is selected, skip to Step 4.
Step 3. Set Conditions
Conditions allow you to filter your chosen contacts by additional criteria. Any conditions selected here will be exclusive to the configured campaign.
- To add a condition, click + Add Filter:
You can filter by any attribute configured in Contacts, for example (default attributes):
- First name
- Last name
- Mobile number
- Email address
For each condition, you can apply an operator (equals, does not equal) for each value you intend to filter by. You can further granulate the filter within each condition by adding an +OR function.
More conditions (to filter on additional attributes) can be added in conjunction with existing conditions by clicking +AND.
Use the trash can icon to remove conditions.
Step 4. Create Your Campaign Message
From the Messaging section, you can create your message:
As you create your message, you'll see the character and segment count rise and fall to help you understand the potential cost of sending your campaign:
Available actions:
Insert an image
- Creates a multimedia message (MMS)
Requirements
Supported image formats are: .jpg, .png, gif. The images exceeding 500kb may error.
Insert a template
- Save time by using a pre-prepared message
Insert a short link
- Convert a long link to a supported short link to help save on messaging costs and improve deliverability
AI Assistant
- Describe the message you need and let our AI assistant come up with up to 3 different examples for you to choose from
Insert contact attributes
- Use tokens based on available Contact Attributes to personalise your message to each recipient
Step 5. Schedule Your Campaign Message
From here, you can configure the time and date of your Campaign execution.
Frequency
Choose one of the options and utilize the date pickers for:
- Once
- Daily
- Monthly
Or, choose On Demand to send your SMS immediately.