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

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.

Save as Draft

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