How to Create and Fire a Campaign with a File Upload

Campaigns let you send notifications to a group of users without any technical effort. In this tutorial, you will:

1. Create a campaign and upload a file of recipients.
2. Map destinations and placeholders, and configure optional settings.
3. Test the campaign.
4. Fire the campaign now or schedule it for later.
5. Monitor the campaign with logs and analytics.

The example in this tutorial sends a festive offer over WhatsApp and Email, but the same steps apply to any channel.

Watch the full walkthrough, or follow the steps below.

Prerequisites

Before you create a campaign, make sure you have:

• An integration with a provider for each channel you want to use.
• A live template for the notification you want to send.
• A live notification event that uses that template. The campaign can use only the channels configured in that event. To learn more, see Notification Events, or Creating a Notification Event if you don’t have one yet.
• A CSV or XLSX file with the recipients’ destinations (for example, phone numbers or email addresses) and a value for each placeholder in the template.

Create a Campaign

1From the left navigation, click Campaigns to open the Campaigns page.

2

Click + New Campaign in the top-right corner.

3Campaign Name — Enter a name for the campaign.

4

Select a live notification event — Choose the notification event to send. Only live events appear in the list. For more details, see Notification Events.

Once you select an event, the This campaign can be sent via section shows the channels the campaign will use.

5

Create a campaign using — Select File Upload.

This is how you provide the recipient data. Campaigns can also be created from a Google Sheet, a public URL, or a cohort. This tutorial covers file uploads.

If you need a template for your file, click Download Sample File. The sample has the correct headers for the channels and placeholders in your event.

6

Review the file requirements:

Requirement	Details
File type	.csv or .xlsx only.
File size	Up to 200 MB.
Placeholder names	Case sensitive. They must match the placeholders in the template.
Links	Must not be shortened.

The tabs below the requirements show the expected columns for each channel in the event.

7Drag and drop your file into the upload area, or click Upload File.

8

Fyno validates the file and shows a summary:

Metric	What it means
Records processed	Total rows read from the file.
Records can be imported	Rows that passed validation.
Invalid records	Rows that failed validation and will not be sent.
Duplicate records	Rows that repeat another row.

Duplicates are excluded by default. Select Include duplicates in campaign if you want to send to them too.

9Click Submit. The campaign is created and opens on its configuration page.

Configure the Campaign

The configuration page shows the selected notification event, the template it uses, and the uploaded file with the number of unique records and duplicates. Click the download icon next to the file to download it again.

Under Map Data, map the columns in your file to the fields the campaign needs.

1

Destinations — Select the file column that holds the destination for each channel. For example, map SMS to the sms column and Email to the email column.

The number next to Destinations shows how many channels the notification event uses. Each channel gets its own row.

2

Placeholders — Select the file column that holds the value for each template placeholder. Every placeholder must be mapped. Click Add Placeholder to map an additional placeholder.

The number next to Placeholders shows how many placeholders the template uses. In this example, the template has two placeholders, brand and name, mapped to file columns with the same names.

3

Custom Parameters (optional) — Expand Custom Parameters to map a custom ID and up to three custom values from your file, based on your requirements.

Field	Maximum length	Characters not allowed
Custom ID	200 characters	< > / ” ’ &
Custom Value 1	50 characters	< > / ” ’ &
Custom Value 2	50 characters	< > / ” ’ &
Custom Value 3	50 characters	< > / ” ’ &

4

Send data to my allowlisted endpoint(s) (optional) — To receive this campaign’s data at an allowlisted endpoint, select this option and choose the endpoint to use.

5

Throttle (recommended) — Throttling improves deliverability by controlling the rate at which notifications are sent. Click Add. Fyno shows the number of records available to send, then choose how to control the rate:

Option	How it works
Time	In Run this campaign for, enter how long the campaign should run, between 15 and 180 minutes. Fyno shows approximately how many records will be processed per minute. For example, 71,966 records over 152 minutes is about 474 records per minute.
Batch	Control the rate by sending notifications in batches.

The actual run time may vary depending on the number of records in the file and the throttle limit set in your provider account. To turn throttling off, click Remove.

Preview the Campaign

Once everything is configured, use the preview panel on the right to review the campaign before you fire it. The preview uses data from your file. It shows the template in use and the current record’s destination.

• Click a channel icon to switch between channel previews.
• Use the ‹ and › arrows to step through sample records from the file.

Test the Campaign

Run a test before firing the campaign to make sure everything is configured correctly.

Save as Draft

Click Save at any point to save your configuration. Saved campaigns appear on the Campaigns page with the Draft status, and you can edit them before firing.

Fire or Schedule the Campaign

Stop or Re-run a Campaign

After a campaign is fired, the configuration page shows two new buttons:

View Logs and Analytics

Once a campaign has completed, open it to find the Logs and View Analytics buttons at the top of the page.

Sent Logs

Click Logs to open the Sent Logs screen. It shows a table of every notification the campaign sent, with its entry type, status, destination, and message count. To download the data, click Export Logs in the top-right corner.

Analytics

Click View Analytics to see how the campaign performed. You can also open analytics by clicking the bar chart icon next to the campaign on the Campaigns page. For details on each metric and chart, see Campaign Analytics.