Overview

After you create a new campaign, you can find it using the search function at the top of the screen. The drop-down menu allows you to check each campaign details:

If the campaigns has schedules for that day, you will see:

1. Campaign information:
   
1. Any time between - For Daily Campaign, the campaign will only be triggered if the daily upload of the campaign file is made during this time window. The Import time selection is made during the campaign configuration process.
   
2. Days File Expected - The file must be uploaded during the time listed in "Any time between" field and the days listed there. The selection of days is made during the campaign configuration process. 
   
3. The Drop file Window - Simply drop or upload your unique campaign file to have the campaign running. 
2. Also you will see
   
1. The Bots Schedules details, such as the the days and times that the bot is sent and the name of the expected file.

A campaign can have multiple schedules and multiple bots can be managed by the same campaign.

If there are no bots scheduled for that day you will see the message "No schedules belong to this campaign" (first image below) Otherwise you will see the name, day and time of the schedule(s) ready to start (or those that are already processing).

Before starting, decide what your Campaign file will be called (Every campaigns name needs to be unique and have an unique Campaign File) ready.

Before creating a campaign ensure you have a Bot available to be sent in Outbound or Inbound campaigns. 

The documentation below describes the process of creating Campaigns on our new Web App. If you are looking for old UI documentation please follow this link.

If you are looking for Quick Campaigns documentation, please follow this link.

Set up a new outbound Campaign

Campaign general configuration

Give your campaign a unique name, then fill in the remaining fields.

If this will be a reoccurring campaign (Daily), remember to set Active and End dates as needed.

1. Set the campaign Validity Period.                                                                                                                                                                                                      
   
2. If it is active on your organization, select a Propensities model. 
3. Take your Campaign sample file and drag it into the drop box on the top right corner. Or simply click on the drop box and make the upload.  
   
                                                                                                                                  

Campaign File - example 

                   

1. Accepted file formats are CSV, XLS or XLSX.
   
2. The name of the file must be unique. For the Daily Campaigns, every time you drop the file to activate the campaign, the file needs to be named and formatted the same as the first time you created the Campaign.
   
3. When you just update the values in your file but don't change any field names (Headers) you can keep simply dropping the same file to activate the campaign. When, instead, you add additional field names (Columns) to your file, you will have to re-map the campaign. (Make sure to update your Bot Version if it is needed, simply re-select the same bot). 
   
4. For phone numbers including WhatsApp, Viber Numbers include the national code without the + (E.g. 447846587486)
   
5. Make sure there are no empty spaces in the field.
   
6. You have to store at least your customers channel IDs in one column (E.g. Phone number). That column header has to match the Sent To field in your Bot configuration.
   
7. Other customer data are optional. You can enrich the conversation flow when they are present. The names of the remaining headers have to match the field names your Bot is using.
   
8. You can alter a field name in the target column during the campaign field mapping process.

1. Choose is this is a Daily of Once-Off.                                                                                                                                                                                                       
   
1. For a Once-Off Campaign the contacts in the file you will import will receive the Bot, for a daily campaign they won't.
   
2. For Daily the file you upload, is the template according to which your future uploads must be structured and named. When you select Daily, you will  need to set the days and times at which you want to be able to import data then drop the file into the Campaign Drop Box to activate it. 
   

 

1. If needed, set automate RPM.                                                                                                                                            
   
2. 

Calculated Fields

After the campaign general configuration, you will land on the Calculated fields screen.

Leave the fields empty and click NEXT.

Get in touch with support@webio.com if you want to learn more about these features.

The field that you tag as Customer ID will appear in your data export and also in the Conversations screen on the conversation header.

If you need to alter the field names to match the ones your Bot is using, you can do so under the Target column, this is quite useful when, for instance, the Bot you are going to assign to the campaign uses different custom values from your Campaign file.

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Group By

The “Group by” feature allows you to organize your contacts by grouping rows of data that share the same value within the selected field name. When you choose a field, the system generates groups based on the distinct values available in that field. You can then set an outbound schedule for each group you create. Learn more here.

Duplicate By

When creating a Campaign, the 'Duplicate by' feature lets you remove duplicate data and ensures you only start the conversations you want.

You can do this on any field, and we will only import the first instance of the value we get to but won't import any others.

Click NEXT.

Outbound schedule/s

Select Per Group if you have grouped your data on the previous screen and you want to create a different schedule for each group, select the 'Per group' option, then configure the schedule for each group. Select ' For All ' if you need the same schedule for all your contacts. 

For Once-Off Campaigns

Select:

1. Now - You will have to set the schedule end times, the Bot you are sending and the rate per minute. The schedule will start as soon as the setup process is completed.  
   
2. Future - You will have to set the start and end times, the Bot you are sending and the rate per minute. The schedule will start accordingly to what you have configured in here.
   

For Daily Campaign

Tick the days you want to send your Bots.  Then set the start and end times, the Bot you are sending and the rate per minute. 

The rate per minute is calculated from the start of the schedule window. If a file is dropped in after that time then it calculates how many messages should have been sent up to that point and sends those all at once, the campaign is trying to catch up. So if I have a file of 100 contacts and I have a schedule start time of 09:00 and an end time of 09:10, with a campaign rate of 10 per minute the following would happen: A file dropped in before 09:00 would schedule to start at 09:00, then send 10 messages at 9:00, 10 at 09:01 and so on. But if I dropped the file in at 09:05 it would send 60 messages at 09:05 (the 50 that should have gone between 9 - 9:04 and the 10 from 09:05).

Please refer to the following documentation to learn more about Daily Campaign and Future Schedules. 

1. Activate the campaign by uploading the file (Be sure to do this based on the import times you configured during the campaign setup process). If you release the file after the outbound schedules should have started and their end time has not yet expired, the campaign will try to catch up