Getting StartedTutorials

How to create a Campaign with CSV

In this tutorial, we will:

  1. Create a Fyno notification template (for SMS).
  2. Create a Notification Event to link the template and the integration.
  3. Create and trigger the campaign.
  4. View campaign logs and analytics.

Prerequisites

To create a Campaign, you will first need to have a few things in place:

  • A service provider integration in Fyno’s platform.
  • A pre-approved SMS template created in DLT platform along with DLT Template ID.
  • A CSV file with the user base to whom you would be triggering the campaign.

Once we have these in place, we are all set to go with campaigns!

Creating a SMS Template

1Template Id - Enter your approved DLT template Id.
2SMS Content - Copy and paste the SMS content from your DLT platform.
3

Unicode - Enable this if the SMS content contains non-English characters.

4

Additional Configuration

5

Placeholders - Add placeholders using double curly brackets.

6

Preview - Shows sample values replacing placeholders.

7

Run Test - Send a test SMS to verify the template.

8Save & Go Live - Save creates test version, Go Live creates production version.

Creating a Notification Event

1Create a new Notification Event from the Notification Events section.
2Provide a name and select type (OTP, Transactional, Marketing).
3

Select an existing template.

4

Preview the template.

5

Select provider integration.

6

Test the notification.

7Save & Go Live to activate the notification event.

Creating a Campaign

1Go to Campaigns under Advanced.
2Click New Campaign.
3Enter Campaign Name and select Notification Event.
4

Review linked channels and file structure.

5Select CSV Upload.
6Download sample CSV.
7

Prepare CSV file.

  • Keep headers unchanged
  • Fill placeholder values
8Upload CSV file.
9

Review validation summary.

  • Processed records
  • Valid records
  • Invalid records
  • Duplicate records
10Create Campaign.

Configuring Campaign

1Notification Event is auto-selected.
2

Map destinations and placeholders.

  • Select CSV column for each field
  • Remove unused channels
3Ensure all placeholders are mapped.
4

Preview data using navigation arrows.

Use < and > to navigate records.

How to Test a Campaign

Before sending a campaign to all customers, run a test to preview notifications.

1

Scroll to the top of the campaign configuration page and click Run Test.

2

A popup appears requesting:

  • Send Using (Channel Details) — Select channels to test
  • Map Placeholders — Provide sample values for placeholders
3

Click Run Test to deliver the notification to test recipients.

Save as Draft

1

After configuring Notification Event, Channels, Placeholders, and schedule time, click Save.

2

The campaign is stored and can be edited later before sending.

Fire or Schedule a Campaign

1

Click the Schedule / Fire button after completing configuration.

2

Choose Now to immediately send notifications.

3

Choose Later to schedule a date and time (up to 30 days ahead).

Stop a Campaign

1

Click Stop Campaign to pause a running campaign.

2

This option is available only for CSV campaigns containing more than 1000 records.

Viewing Campaign Logs & Analytics

Fyno’s Campaign Analytics helps you analyze performance and engagement.

You can access analytics by:

  1. Clicking the bar chart icon beside a campaign.
  2. Opening a campaign and selecting View Analytics.

Overview

Displays high-level performance:

  • Number of times event fired.
  • Notifications submitted.
  • Notifications delivered.

Channel Engagement

Shows engagement per channel:

  • Submitted — Sent from Fyno
  • Delivered — Reached destination
  • Read/Open — WhatsApp/In-App read or Email open
  • Clicked — User interaction

Undelivered statuses:

  • Invalid Subscriber
  • Blacklist
  • Rejected
  • Bounce

You can filter statuses using the graph legend.

Delivery Status

Channel delivery states:

  • Sent — Sent from Fyno
  • Delivered — Successfully received
  • Error — Configuration issue
  • Failed — Provider rejection
  • Bounce — Email delivery failure

Download Report

Click Download Report to receive a report link via Email and In-App notification.

Report fields include:

  • Request_ts
  • Request_id
  • Template
  • Distinct_id
  • SMS_credits_use
  • Email_credits_use
  • Channel submission statuses
  • Channel final delivery statuses
  • Channel delivery history