Campaign Management (Broadcast) Feature¶

Overview¶

Broadcast (/broadcast) enables businesses to create and manage bulk messaging campaigns across SMS, WhatsApp Business, WhatsApp Lite, and Email. It provides targeting options, scheduling capabilities, message composition tools, and delivery tracking for campaign performance.

To send a WhatsApp Business, WhatsApp Lite, or SMS campaign later, choose the date and time under Schedule Campaign, select the timezone, then create the campaign.

Composing a broadcast campaign.

The Broadcast page is organized into tabs: SMS, WhatsApp Business, WhatsApp Lite, Email, and Notification Logs. There is no separate "Campaigns" page — everything lives under /broadcast.

On this page: Features · Use Cases · Test Cases · API Integration · Best Practices · Troubleshooting

Features¶

1. Campaign Types¶

SMS Campaigns: (via Appgain Notify / VictoryLink provider) - Text message campaigns - Character limit: 160 (standard) or 1600 (concatenated) - Delivery tracking - Link shortening (optional)

WhatsApp Lite Campaigns: - WhatsApp Lite messaging - Media support (images, videos, documents) - Delivery and read receipts - Template support - Link shortening (optional)

WhatsApp Business Campaigns: - Meta WhatsApp Business API - Approved templates required - Rich media support - Interactive buttons - Template variables

Email Campaigns: - Bulk email via a connected Bulk Email channel - Email composer with subject line and body - Variable substitution ({{name}}, {{company}}, etc.) - Delivery tracking via Notification Logs

2. Campaign Creation¶

Campaign Setup: - Campaign name - Description - Campaign type selection - Channel selection

Message Composition: - Text editor - Character counter - Variable substitution ({{name}}, {{company}}, etc.) - Emoji picker - Link shortening toggle - Image upload - Message preview

Template Selection: - Use WhatsApp Business templates - Template browser - Template variables - Variable filling - Template preview

Drafts¶

Campaigns go to the Appgain scheduler as soon as they are created, so a half-written one used to be lost when the form closed. Every campaign type can now be saved as a draft:

In the campaign form, click Save draft. Everything in the form is saved and nothing is sent: name, audience (all contacts, tags, picked contacts, manual numbers, last-contacted range), schedule and timezone, channel, and the content —
SMS / WhatsApp Lite: the message, plus the image or WhatsApp Lite video/audio.
WhatsApp Business: the chosen template, its variable values, the header file and any carousel cards, and whether the template had been confirmed with Use this template.
Email: subject, body, preheader, sender and reply-to, plain-text version, tracking, A/B subject, and the schedule.
Drafts (n), next to Create Campaign, lists the drafts. Continue opens one in the form; the bin deletes it.
Sending a draft deletes it. Saving again from the form updates the same draft rather than adding another.

Drafts are shared with everyone in the workspace who can use Broadcast, so a teammate can finish one.

What a draft cannot keep: - Email attachments. They are files on the user's computer; add them again after opening the draft. - A WhatsApp template that is no longer approved on the channel. The draft opens, a message says so, and the template has to be picked again. - A confirmed WhatsApp Business template is only confirmed again if it is still complete (every variable filled, header file present).

Uploads are normally deleted after 4 weeks. Saving a draft takes its image/video/audio/template files off that clock (keep_storage_files); deleting or sending the draft puts them back.

3. Targeting Options¶

Target All Contacts: - Send to all contacts - Organization-wide broadcast - Optional filters

Target by Tags: - Send to tagged contacts - Multiple tag selection - AND/OR logic - Tag search

Target Individual Contacts: - Select specific contacts - Contact picker - Contact search - Multiple selection - Contact list import

Target Contacts Who Messaged You (Beta): - Pick a start and end date, then choose Select contacts in date range - Builds an audience from everyone who sent you a message in that period, across every connected channel - Each person is counted once, however many messages they sent - Only people you can actually reach on the campaign's channel are included: an email address for Email campaigns, a phone number for every other channel - Very wide date ranges are capped, and the campaign tells you when that happens so you can narrow the dates and run it again

People Who Unsubscribed Are Always Excluded

Anyone who has opted out of marketing is left out of every targeting option above, including All Contacts and tag targeting. They do not appear in the contact picker or in search results while you are building a campaign, and they are not counted in the recipient total.

This is why the recipient count can be lower than the number of contacts you expect. Someone is excluded when they used an unsubscribe link, replied to stop receiving messages, their email address bounced, or a colleague turned off their marketing opt-in on the contact record. To check or change it for one person, open their contact and look at their opt-in setting.

Manually typed phone numbers are the one exception: a number entered by hand is not matched to a contact record, so it cannot be checked against your unsubscribe list. Take care not to paste in numbers of people who have asked you to stop.

4. Campaign Scheduling¶

Send Immediately: - Send right away - Instant sending - Queue management

Schedule for Later: - Schedule future sending - Date picker - Time picker - Timezone selection - Organization timezone support

Recipient Count: - Preview recipient count - Real-time calculation - Filter-based counting - Tag-based counting

5. Campaign Management¶

Campaign List: - View all campaigns - Tabbed view (SMS, WhatsApp Business, WhatsApp Lite, Email, Notification Logs) - Campaign status indicators - Success ratio display - Target information - Created date - Sent date - Scheduled date

Campaign Status: - DRAFT - Not sent - SCHEDULED - Scheduled for future - SENDING - Currently sending - SENT - Finished sending - FAILED - Sending failed - CANCELLED - Cancelled before sending

Campaign Actions: - View campaign details - Edit campaign (draft only) - Delete campaign (if DRAFT or SENT) - Send campaign - Schedule campaign - Cancel scheduled campaign (if SCHEDULED) - View delivery logs

6. Campaign Analytics¶

Delivery Statistics: - Track message delivery - Total sent - Successfully delivered - Failed deliveries - Success ratio percentage

Read Receipts: - Track message reads (WhatsApp) - Read count - Read rate

Notification Logs: - Detailed delivery logs - Per-recipient status - Delivery timestamps - Error messages - Retry attempts

Campaign Performance: - Overall campaign metrics - Delivery rate - Read rate - Cost analysis - ROI calculation

7. Campaign Testing¶

Test Campaign: - Send test message - Test phone number input - Test message preview - Test sending - Test delivery verification

8. WhatsApp Warming¶

Warming Campaigns: - Warm up WhatsApp numbers - Warming dialog - Warming progress tracking - Warming recommendations - Channel health monitoring

9. Table Features¶

Sortable Columns: - Sort by any column - Created date - Sent date - Scheduled date

Column Visibility: - Show/hide columns - Customizable table - Saved preferences

Filtering: - Filter campaigns - By status - By type - By date range

Bulk Selection: - Select multiple campaigns - Bulk actions - Bulk delete

10. Pagination¶

50 Campaigns Per Page: - Efficient loading - Page navigation

11. Delivery Tracking¶

Notification Logs: - Message delivery status - Sent count - Delivered count - Failed count - Read count (if supported)

Delivery Status: - PENDING - Queued for sending - SENT - Sent to gateway - DELIVERED - Delivered to recipient - FAILED - Delivery failed - READ - Read by recipient (if supported)

Analytics: - Delivery rate - Read rate - Failure rate - Cost tracking - Performance metrics

12. Campaign Preview¶

Preview Features: - Preview message content - Test variable substitution - Preview on different devices - Check media rendering - Validate template format

Use Cases¶

Use Case 1: Product Launch Announcement¶

Scenario: Company launching new product, wants to notify all customers via WhatsApp.

Steps: 1. Create WhatsApp Lite campaign 2. Set name: "New Product Launch" 3. Compose message with product details and image 4. Target: All contacts with tag "Customer" 5. Schedule for launch date 6. Preview campaign 7. Send campaign 8. Monitor delivery 9. Track engagement 10. Follow up with interested customers

Expected Outcome: All customers notified, engagement tracked, leads generated.

Use Case 2: Promotional SMS Campaign¶

Scenario: Retail store wants to send promotional SMS to customers.

Steps: 1. Create SMS campaign 2. Compose promotional message 3. Target contacts by location tag 4. Schedule for business hours 5. Set character limit 6. Send campaign 7. Track delivery 8. Monitor response rate 9. Analyze performance

Expected Outcome: Promotional message delivered, responses tracked.

Use Case 3: Birthday Campaign¶

Scenario: Automated birthday wishes to customers.

Steps: 1. Create recurring WhatsApp campaign 2. Use template with {{name}} variable 3. Target contacts with birthday in current month 4. Schedule for morning delivery 5. Set up automation rule for monthly trigger 6. Monitor delivery 7. Track engagement

Expected Outcome: Automated birthday wishes sent monthly.

Scenario: Marketing team wants to send an email newsletter to a segment of contacts.

Steps: 1. Open the Email tab in Broadcast. 2. Click "New Campaign". 3. Enter a subject line and compose the email body (with variables such as {{name}}). 4. Choose a connected Bulk Email channel to send from. 5. Target by tags or all contacts. 6. Send now or schedule for later. 7. Track delivery in Notification Logs.

Expected Outcome: Email newsletter delivered to the targeted contacts, with delivery status tracked.

Test Cases¶

TC-CAMP-001: Create SMS Campaign¶

Test: Verify SMS campaign creation

Steps: 1. Navigate to Broadcast → SMS tab 2. Click "New Campaign" 3. Select type: "SMS" 4. Enter name: "Test SMS Campaign" 5. Compose message (under 160 characters) 6. Select target: "ALL" 7. Click "Save" 8. Verify campaign created 9. Verify status: "DRAFT" 10. Open campaign details 11. Verify all data saved

Expected Result: SMS campaign created successfully

Test Data: - Message: "Hello! This is a test SMS campaign." - Target: All contacts

TC-CAMP-002: Create WhatsApp Campaign with Media¶

Test: Verify WhatsApp campaign with image

Steps: 1. Navigate to Broadcast → WhatsApp Lite tab 2. Click "New Campaign" 3. Select type: "WHATSAPP_LITE" 4. Enter name: "Test WhatsApp Campaign" 5. Compose message 6. Upload image attachment 7. Select target: Tags ["VIP"] 8. Schedule for future time 9. Save campaign 10. Verify campaign created 11. Verify image attached 12. Verify scheduling set

Expected Result: WhatsApp campaign with media created and scheduled

TC-CAMP-003: Send Campaign Immediately¶

Test: Verify immediate campaign sending

Steps: 1. Create campaign (DRAFT status) 2. Open campaign details 3. Click "Send Now" 4. Confirm sending 5. Verify status changes to "SENDING" 6. Monitor sending progress 7. Wait for completion 8. Verify status: "SENT" 9. Check notification logs 10. Verify messages sent

Expected Result: Campaign sent successfully to all targets

TC-CAMP-004: Schedule Campaign¶

Test: Verify campaign scheduling

Steps: 1. Create campaign 2. Click "Schedule" 3. Select date and time (future) 4. Select timezone 5. Confirm schedule 6. Verify status: "SCHEDULED" 7. Verify scheduled time displayed 8. Wait for scheduled time 9. Verify campaign sends automatically 10. Verify status: "SENT"

Expected Result: Campaign scheduled and sent at specified time

TC-CAMP-005: Target Campaign by Tags¶

Test: Verify tag-based targeting

Steps: 1. Create contacts: - Contact 1: Tag "VIP" - Contact 2: Tag "Customer" - Contact 3: Tag "VIP" 2. Create campaign 3. Set target type: "TAGS" 4. Select tags: ["VIP"] 5. Save and send campaign 6. Check notification logs 7. Verify only Contact 1 and Contact 3 receive message 8. Verify Contact 2 does not receive message

Expected Result: Campaign targets only contacts with selected tags

TC-CAMP-006: Variable Substitution¶

Test: Verify variable replacement in messages

Steps: 1. Create contact: Name "John Doe", Company "Acme Inc" 2. Create campaign 3. Compose message: "Hello {{name}}, welcome to {{company}}!" 4. Target: Individual contact (John Doe) 5. Preview campaign 6. Verify variables replaced: "Hello John Doe, welcome to Acme Inc!" 7. Send campaign 8. Verify message received with variables replaced

Expected Result: Variables correctly replaced in sent messages

TC-CAMP-007: Campaign Cancellation¶

Test: Verify campaign cancellation

Steps: 1. Create and schedule campaign 2. Verify status: "SCHEDULED" 3. Click "Cancel" 4. Confirm cancellation 5. Verify status: "CANCELLED" 6. Verify campaign does not send 7. Check notification logs 8. Verify no messages sent

Expected Result: Scheduled campaign cancelled successfully

TC-CAMP-008: Delivery Tracking¶

Test: Verify delivery status tracking

Steps: 1. Create and send campaign 2. Monitor notification logs 3. Verify statuses tracked: - PENDING - SENT - DELIVERED - READ (if supported) 4. Check delivery statistics 5. Verify counts accurate 6. Review failed messages 7. Check failure reasons

Expected Result: Delivery status tracked accurately

TC-CAMP-009: Campaign Analytics¶

Test: Verify campaign analytics

Steps: 1. Send campaign to 100 contacts 2. Wait for delivery completion 3. Open campaign analytics 4. Verify metrics: - Sent: 100 - Delivered: 95 - Failed: 5 - Read: 80 5. Calculate rates: - Delivery rate: 95% - Read rate: 84% 6. Verify analytics accurate

Expected Result: Campaign analytics display accurate metrics

TC-CAMP-010: Campaign Preview¶

Test: Verify campaign preview functionality

Steps: 1. Create campaign with variables 2. Click "Preview" 3. Verify preview displayed 4. Verify variables replaced in preview 5. Test different contact data 6. Preview media attachments 7. Check character count 8. Verify preview accuracy

Expected Result: Campaign preview shows accurate message

API Integration¶

There is no ConnectGain campaigns API. Earlier revisions of this page documented campaign endpoints that do not exist — requests to them fail.

Campaigns are created in the Broadcast screen and delivered by the Appgain messaging platform that also powers WhatsApp Lite. To automate outbound messaging from your own systems, use Sequences or the send endpoints in the API overview.

Best Practices¶

Targeting
Use tags for segmentation
Test with small group first
Exclude opted-out contacts
Respect contact preferences
Timing
Send during business hours
Consider timezone differences
Avoid spam hours
Test optimal send times
Content
Keep messages concise
Use clear call-to-action
Personalize with variables
Test before sending
Compliance
Obtain consent
Include opt-out option
Follow channel guidelines
Respect rate limits
Tracking
Monitor delivery rates
Track engagement
Analyze performance
Optimize based on data

Troubleshooting¶

Campaign Not Sending¶

Issue: Campaign stuck in SENDING status

Solutions: - Check channel connections - Verify target contacts exist - Check rate limits - Review error logs - Retry failed messages

Low Delivery Rate¶

Issue: Many messages failing to deliver

Solutions: - Verify phone number formats - Check contact opt-in status - Review channel restrictions - Check message content - Verify channel credentials

Scheduling Issues¶

Issue: Scheduled campaign not sending

Solutions: - Verify scheduled time - Check timezone settings - Verify campaign not cancelled - Check system time - Review scheduler logs