Creating a file upload campaign

How to create a Excel file upload campaign in Sakari.

Step 1

Select Create Campaign from the left navigation. 

Step 2

Select the "File Upload" campaign type.  

PRO TIP: Learn more about the different message campaign types here: Message Campaign Types

 

 

Step 3

The campaign interface is broken out to three sections:

  • Field Mapping - upload a CSV file and map your data columns
  • Design Template - configure the message that will be sent to your contacts
  • Reporting - select to receive a message summary report by email after a delay. 

 

Step 4

Field mapping - File upload. Click the "Field Mapping" button and upload your CSV data file.  

Step 5

Field mapping - Data column mapping.  

Step 6

Generate your messaging template.  You can use an existing template, edit an existing template, or create a new template.
 

 

Step 7

Select your message reporting.  You can have a campaign message report automatically sent by email after a minute/hour/day delay of your choice. 

 

Step 8

You're done! Click "Save".