Building Ongoing Campaign
Trigger the outbound bot to start its campaign using webhooks to send the contact data.
Pre-requisites:
Depending on the channel you want to run your campaigns on, you would need,
Email API (Supported partner: TechAlpha)
SMS API (Supported partner: Twilio)
WhatsApp API (Supported partner: Meta, 360dialog, Twilio, GupShup, TechAlpha, Unifonic)
If you do not have an API, you can reach out to sales at support@swiftsell.biz
Step 1: Create an outbound bot using a one-off campaign
Go to the bot builder page, choose to create an outbound bot, and select Ongoing as your campaign preference.
Step 2: Configuring the webhook
Click on the 'Trigger' action block and choose the Webhook URL. Our webhook will be listening for the required contact payload to trigger them into the outbound campaign.
You will need the following to trigger this webhook URL,
Webhook URL - Present on the trigger of the outbound bot
Authorization token - Go to Settings > Account Settings > Token
Payload - The contact data that you want to send
Max limit of contact records is 10,000 contacts in a single request
Step 3: Mapping the API response fields to variables
Simply map the API response fields with the contact variables that you want to save it in.
This mapping is done to help you dynamically replace values in the messages of your campaigns.
For example, if you want to include a message like "Hello {name}, glad we could meet on {date}", you need to store the name and date field in the contact mapping.
It is mandatory to have a phone/email field mapped, to be able to send a campaign to contacts.
Step 4: Create your outbound flow
Add an outbound block like Send SMS or Send WhatsApp and configure its fields on the right panel.
The configuration fields would differ based on the channel you use.
Step 5: Deploy your bot to run your campaign
Once your flow has been created, double-check all the messages for typos or any other mistakes and hit Deploy. A confirmation prompt will be shown to you for final approval before launching the campaign.
You can turn off your outbound bot, if you do not want to accept any new requests.
Step 6: See the results
Once the bot is deployed, it may take a few minutes for the bot to finish sending all the messages to the recipients. This delay may vary based on the contact list and the API provider you have used.
Post that you can see the results of the campaign. Click on the numbers to go to a deeper view and be able to download a CSV which will contain the results of the campaign on a per contact basis.
Status fields you will see are,
Status | Meaning |
---|---|
Sent | The contact has been sent the message. |
Failed | The message was undeliverable to the contact. |
Delivered | The message was delivered to the contact. |
Seen | The message was seen by the contact (Only on WhatsApp) |
Replied | The message was replied back by the contact. |
Clicked | The message had a link which was clicked (Only on Email) |
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