This article walks through configuring the five stages of creating a Sakari Campaign:

1. Campaign Details
2. Contacts
3. Conditions
4. Messaging
5. Schedule

Navigate to the Campaigns panel to create a new Campaign (Automations > Campaigns).  

Click Create to open the Campaign composer and create a Campaign.

1. Campaign Details

Name your Campaign and choose the Sender (outbound number) in your account from which messages will be sent.

• Name - give your campaign a name (required)
• Description - add more detail about the campaign.  This could include the purpose, the recipients or the timing, or all or none of the above!

• Outbound Number Group - all Senders in your Sakari account must have their own Group*.  Select the Group in your Sakari account that contains the Sender you want to send from (required)

  *for more information, please see Groups.

2. Contacts

Select the contacts to send messages to using three different sources.

• All Contacts
• Select List (including Integration Lists)
• Upload CSV

All Contacts

The default entry in the search field is 'All Contacts' and selects all contacts from your Sakari account.

To filter a selection from all Contacts, retain this default entry and move on to 3. Conditions below.

To select contacts from a prepared List, first click X to remove this entry.

Select List

The Select List dropdown contains all Lists of contacts created in Sakari. 

For more information on adding and managing Lists in Sakari, please see Lists.

Integration Lists

Sakari supports lists from your HubSpot integration.  When selecting an integration list, a sync will occur to ensure up-to-date contacts upon execution (on-demand or scheduled).

Integration lists will appear with this icon 

beside the list name in the selector:

Upload CSV

Requirements

Please check the following before uploading your CSV file:

The file has the following two mandatory columns:

• Mobile: the phone number you wish to send the message to.
• Country: the 2-character country code of the number you wish to send the message to (e.g. if you are sending to an American number, type "US")

and:

• You're uploading a CSV (not XLS or XLSX) file
• You have already created Custom Attributes in Sakari to receive information from any columns of data additional to the standard Contact Attributes that you want to upload 

CSV Contacts Upload Template

Download our CSV Template to help you: CSV Contacts Upload Template 

Column Mapping

When uploading a CSV, map your columns using the drop-down menu.

Correct mapping is essential for using Custom Attributes (dynamic fields) in your message text.

3. Conditions

Conditions allow filtering of a larger contact selection using additional criteria.  Conditions are exclusive to a Campaign.

Note: Conditions do not function independently.  They must be applied to a List.  Either 'All Contacts' or a specific contact List must be selected in Contacts.  

• To add a condition, click + Add Filter:

You can filter by any attribute configured in Contacts, for example (default attributes):

• First name
• Last name
• Mobile number
• Email address

For each condition, you can apply an operator (equals, does not equal) for each value you intend to filter by.  You can further granulate the filter within each condition by adding an +OR function.

More conditions (to filter on additional attributes) can be added alongside existing conditions by clicking +AND.

Use the trash can icon to remove conditions.

4. Messaging

Create the message.

As you create your message, you'll see the character and segment count rise and fall to help you understand the potential cost of sending your campaign:

Available actions:

Insert an image

• Creates a multimedia message (MMS)

Insert a template

• Save time by using a pre-prepared message

• For how to create templates in advance, please see Create and use SMS message templates

Insert a short link

• Convert a long link to a supported short link to help save on messaging costs and improve deliverability

• For more information, please see Use Shortened URL Links

AI Assistant

• Describe the message you need and let our AI assistant come up with up to 3 different examples for you to choose from

Insert contact properties

• Use tokens based on available Contact Properties to personalise your message to each recipient

5. Schedule

Configure the time and date on which the Campaign will execute.

On Demand (default)

On Demand Campaigns are manually executed.  See How to Execute an On Demand Campaign.

Frequency

Select an option.  The timezone, date and time pickers will automatically adapt to the selection.

• Once
• Daily
• Monthly

6. Create Campaign

Click Create Campaign to create your Campaign.

Note: Clicking Create Campaign will not execute the Campaign.