Message Campaigns
The Message Campaigns module lets you send a single message to a group of contacts in a few clicks, by email, SMS or WhatsApp. It is Unisoft's grouped communication tool.
Route: /app/messages/campagnes
What it's forβ
Typical use cases:
- Announce an event: "Yom Kippur service at 6 PM this Wednesday".
- Solicit a targeted donation: "Our Rosh Hashanah campaign is open".
- Send greetings: birthdays, Jewish holidays, Mazal Tov.
- Call a general assembly: email with agenda and attachments.
- Confirm a registration: short SMS reminder of an event.
- Communicate an instruction: "Service exceptionally moved to 10 AM".
Anatomy of the pageβ
The page is organized into four zones:
- Top bar: search field, available SMS credit indicator.
- Status tabs:
All,Draft,Validated. - Central table: list of campaigns.
- Global actions: Delete button (on selection), Create a Campaign button.
The table columnsβ
| Column | Content |
|---|---|
| Date | Campaign creation date (day + time) |
| Channel | Colored tag indicating the channel: Email, SMS, WhatsApp, WhatsApp / SMS, SMS / Email |
| Targets | Number of recipient contacts (calculated at creation time) |
| Deliverability | Visual progress bar + percentages: β X% sent successfully, β Y% in error. Displays β if the campaign is still in Draft. |
| Categories | Tags of targeted contact categories (max 2 displayed, +N for the rest with tooltip) |
| Preview | First 80 characters of the message, or Email template tag if a template was used. Tooltip on hover to see 300 characters. |
| Attachments | Counter for web links (π), documents and videos (π) attached. β if nothing. |
| Actions | Contextual buttons depending on status (see below) |
The two campaign statusesβ
A campaign goes through a two-state life cycle:
| Status | Code | Meaning | Editable? | Visible to recipients? |
|---|---|---|---|---|
| Draft | INIT | Campaign created but not yet validated. No sending in progress. | β Yes β you can modify it freely | β No β nothing has been sent |
| Validated | VALIDATE | You have validated the campaign. Sending has started (or is scheduled for a future date). | β No β too late to modify | β Yes β the first sends are on the way |
The tabs at the top of the table (All, Draft, Validated) let you filter by status. Each tab displays in parentheses the number of campaigns in that state.
Contextual action buttonsβ
The Actions column changes depending on status:
On a Draft campaignβ
- Edit (pencil icon, blue): reopens the form to adjust content, targets, additional content or scheduling.
- Validate and send (send icon, green): moves the campaign to
Validated. If scheduling is defined, sending will wait for the planned date; otherwise it starts immediately.
On a Validated campaignβ
- View send details (eye icon, blue): opens the Track a campaign page (
/app/messages/detail?id=...) with statistics and the list recipient by recipient.
Special case: WhatsApp campaign without active connectionβ
If you have created a WhatsApp campaign but your WhatsApp Business account is not connected at the time of sending, a QR Code button (orange) appears: it lets you relaunch the WhatsApp connection by scanning a QR code from your phone.
The SMS creditβ
Above the table, on the right, you permanently see your available SMS credit:
1,250 SMS available β
Click on the small info circle to the right of the number to open the SMS pricing window and purchase additional credit if needed.
Search a campaignβ
The search bar at the top left accepts free text. The search covers the title/subject of the campaign.
Combined with status tabs, you can for example:
- Filter
Validated+ typerosh hashanahβ all Rosh Hashanah campaigns launched. - Filter
Draft+ typeserviceβ all service drafts still to validate.
Select and delete in bulkβ
A checkbox on each row lets you select multiple campaigns. Once the selection is made, the Delete button (red) at the top right becomes active.
A confirmation is requested (Are you sure you want to delete these campaigns?).
Paginationβ
10 campaigns per page by default. Standard pagination at the bottom of the table.
Going furtherβ
- Create a message campaign β the detailed creation workflow
- Track a message campaign β the detail page (statistics, statuses per recipient)
- Email templates β to use email templates prepared in advance
- Email unsubscribe β how unsubscribe and the opt-out list work