How to create a campaign with CSV

Learn how to create, test, schedule, and monitor an SMS campaign using CSV uploads in Fyno, from template creation to campaign analytics.

In this tutorial, we will:

Create a Fyno notification template (for SMS).
Create a Notification Event to link the template and the integration.
Create and trigger the campaign.
View campaign logs and analytics.

Prerequisites

To create a Campaign, you will first need to have a few things in place:

A service provider integration in Fyno’s platform.
A pre-approved SMS template created in DLT platform along with DLT Template ID.
A CSV file with the user base to whom you would be triggering the campaign.

Once we have these in place, we are all set to go with campaigns!

Creating a SMS Template

Template Id - Enter your approved DLT template Id.

SMS Content - Copy and paste the SMS content from your DLT platform.

Unicode - Enable this if the SMS content contains non-English characters.

Additional Configuration

Placeholders - Add placeholders using double curly brackets.

Preview - Shows sample values replacing placeholders.

Run Test - Send a test SMS to verify the template.

Save & Go Live - Save creates test version, Go Live creates production version.

Creating a Notification Event

Create a new Notification Event from the Notification Events section.

Provide a name and select type (OTP, Transactional, Marketing).

Select an existing template.

Preview the template.

Select provider integration.

Test the notification.

Save & Go Live to activate the notification event.

Creating a Campaign

Go to Campaigns under Advanced.

Click New Campaign.

Enter Campaign Name and select Notification Event.

Review linked channels and file structure.

Select CSV Upload.

Download sample CSV.

Prepare CSV file.

Keep headers unchanged
Fill placeholder values

Upload CSV file.

Review validation summary.

Processed records
Valid records
Invalid records
Duplicate records

Create Campaign.

Configuring Campaign

Notification Event is auto-selected.

Map destinations and placeholders.

Select CSV column for each field
Remove unused channels

Ensure all placeholders are mapped.

Preview data using navigation arrows.

Use < and > to navigate records.

How to Test a Campaign

Before sending a campaign to all customers, run a test to preview notifications.

Scroll to the top of the campaign configuration page and click Run Test.

A popup appears requesting:

Send Using (Channel Details) — Select channels to test
Map Placeholders — Provide sample values for placeholders

Click Run Test to deliver the notification to test recipients.

Save as Draft

After configuring Notification Event, Channels, Placeholders, and schedule time, click Save.

The campaign is stored and can be edited later before sending.

Fire or Schedule a Campaign

Click the Schedule / Fire button after completing configuration.

Choose Now to immediately send notifications.

Choose Later to schedule a date and time (up to 30 days ahead).

Stop a Campaign

Click Stop Campaign to pause a running campaign.

This option is available only for CSV campaigns containing more than 1000 records.

Viewing Campaign Logs & Analytics

Fyno’s Campaign Analytics helps you analyze performance and engagement.

You can access analytics by:

Clicking the bar chart icon beside a campaign.
Opening a campaign and selecting View Analytics.

Overview

Displays high-level performance:

Number of times event fired.
Notifications submitted.
Notifications delivered.

Channel Engagement

Shows engagement per channel:

Submitted — Sent from Fyno
Delivered — Reached destination
Read/Open — WhatsApp/In-App read or Email open
Clicked — User interaction

Undelivered statuses:

Invalid Subscriber
Blacklist
Rejected
Bounce

You can filter statuses using the graph legend.

Delivery Status

Channel delivery states:

Sent — Sent from Fyno
Delivered — Successfully received
Error — Configuration issue
Failed — Provider rejection
Bounce — Email delivery failure

Download Report

Click Download Report to receive a report link via Email and In-App notification.

Report fields include:

Request_ts
Request_id
Template
Distinct_id
SMS_credits_use
Email_credits_use
Channel submission statuses
Channel final delivery statuses
Channel delivery history