Creating Dynamic Campaigns

This section will guide you on how to create Dynamic campaigns.

To create a new Dynamic Campaign:

  • From the dashboard navigation menu, click on Campaigns then click on Submitted Campaign, Draft Campaign, or Sent Campaign.
  • Click on the Create Campaign button located at the top-right corner of the page.
  • On the pop-up window that will appear, click on Dynamic Campaign

There are two ways to create a Dynamic Campaign message or content, depending on your objective:

  • Create the same message to multiple target recipients
  • Create personalised messages to multiple target recipients

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10,000 phone numbers are the maximum number of recipients to send per campaign.

 

A. Creating the Same Message to Target Recipients

To send the same message to multiple target recipients:

  • On the Create Campaign page, in the Recipients text field, type in and select your target recipients' phone numbers.
  • You may also click on Select from Contacts on the top-right corner of the page to select a contact with a phone number from your Contact List that will pop up.
Send SMS Dynamic Campaign to CINNOX ContactsSend SMS Dynamic Campaign to CINNOX Contacts

Send SMS Dynamic Campaign to CINNOX Contacts

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If your Salesforce Contacts are synced in your CINNOX Service, you can select from your Salesforce Contacts to send the SMS Campaign.

Send SMS Dynamic Campaign to Salesforce ContactsSend SMS Dynamic Campaign to Salesforce Contacts

Send SMS Dynamic Campaign to Salesforce Contacts

 

  • On the Content text box, type in your message. You can type up to 1000 characters for the message content.
  • If you would like your target recipients to get back to you via a web link or phone number, click on the Weblink or Number suggested variables at the bottom of the Content text box, then on the pop-up window that will appear, select the weblink or number you wish to add on your message content.
  • You may switch between weblinks or numbers by clicking on their respective tabs on the top of the pop-up window.
  • If your target recipients have name details (i.e., first and last names) on your Contact List, they will also appear as suggested variables at the bottom of the Content text box under More. You may also use these variables for your message content.
  • Click on Preview to view the final message to be sent to your target recipients.
  • Tick the checkbox if you would like to Disable Pre-Chat Form for enquiries from this campaign.

 

B. Creating Personalised Messages to Target Recipients

To send personalised messages to multiple target recipients:

  • On the Create Campaign page, click on Import Recipients & Variables on the top-right corner.
  • On the Import Recipients & Variables pop-up window that will appear, click on the CSV or XLSX sample file to download a spreadsheet template.
  • Open the spreadsheet template, which should contain four columns, and remove the sample first record.
  • In the Recipients Number column, add the phone numbers of your target recipients. Make sure to include the country codes before the numbers.

Recipients Number (Country code + Phone Number)

Var1

Var2

Var3

85260578655

A1

B1

C1

639175871657

A2

B2

C2

  • In the succeeding columns, rename the variable header names to match your message content, then add their corresponding values for each row. You may add as many columns as you want.
  • Add as many records in the spreadsheet, as long as the file size does not exceed 5MB.
  • Once all columns are ready, save the file and upload it in CINNOX by dragging and dropping it on the designated box in the pop-up window. CINNOX will then validate the uploaded file and will create an error log if there are invalid records.
    • You may also upload the file by clicking on Browse and selecting the file from its location.

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CINNOX only accepts text format cells.

Handling Invalid Records

  • On the pop-up message that will appear, click on Download to download a copy of the error log named error-log.csv or error-log.xlsx.
  • Click on Cancel to close the pop-up window.
  • Open the error log and check the error details in the last column. Each record will show error details.
  • Go back to your spreadsheet template, locate the records with errors, and correct the details.
  • Back on the CINNOX Dashboard, upload the updated spreadsheet template by dragging and dropping it in the pop-up window. It will validate the uploaded file again, and an error log will be created if there are still invalid records found.
    • You may also upload the file by clicking on Browse and selecting the file from its location.
    • If you have accidentally closed the pop-up window, click on Import Recipients & Variables on the top-right corner of the Create Campaign page again.

 

  • On the Content text box, type in your message. You can type up to 1000 characters for the message content.
  • In your message content, insert your uploaded variables, which should now appear as suggested variables at the bottom of the Content text box under More.

Click on Preview to view the final message to be sent to your target recipients.

 

Insert Weblinks and Numbers in the Campaign

  • If you would like your target recipients to get back to you via a web link or phone number, click on the Weblink or Number suggested variables at the bottom of the Content text box then on the pop-up window that will appear, select the weblink or number you wish to add on your message content.
    • You may switch between weblinks or numbers by clicking on their respective tabs on the top of the pop-up window.

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Learn more how to Increase Marketing Engagement Rates with CINNOX Web links.

 

Completing the Campaign Details

Campaign Name and SMS Sender ID:

  • Type in the required Campaign Name in the provided text field.
  • Select the SMS Sender ID. Note that the Sender ID is not guaranteed to be displayed to your message recipients. For more details about SMS Sender ID, please check our Service Numbers guide.

Schedule:

  • Set the Timezone, which is preset to UTC+08:00.
  • Select the schedule type:
    • One-off
    • Every Day
    • Every Week
    • Every Month
  • Set the date the campaign will be sent, which is preset to the current date.
  • Set the time the campaign will be sent, which is preset to the nearest 30 minutes of the current time.

 

Sending SMS to mainland China number (+86)

According to the regulation and requirements of the China carrier, to send SMS to a mainland China number (+86), you will need to register a template to the carrier. And the SMS content matches exactly the registered template will only be delivered.

If you still proceed to send SMS with the content but without a registered template yet or the actual content does not match 100% with the registered template (e.g. a variable field containing index filled with a string), it will be sent out, but void and it will incur a cost.

Please contact your account manager to learn more about the procedure and requirements for registering a carrier template.

 

Sending a Campaign for Approval

Once all the campaign details are ready for sending:

  • Click on the Send for Approval button at the bottom of the screen.
  • On the Select Approver pop-up window that will appear, select the staff member required to approve your campaign.
  • Click on Select. A CINNOXBot message and an email will be sent to the selected approver, alerting them about the campaign pending approval.

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If the campaign creator is also the assigned approver, CINNOX will automatically approve the campaigns they create.

If the campaign is not yet ready to be approved and/or sent, click on Save as Draft. It will then be moved to the Draft Campaign list.

Refer to the Campaigns section of this Guide for more details about Campaigns.


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