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Message Campaigns

Pour :Administrateur
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View of the 'message campaigns' page

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 for​

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 page​

The page is organized into four zones:

  1. Top bar: search field, available SMS credit indicator.
  2. Status tabs: All, Draft, Validated.
  3. Central table: list of campaigns.
  4. Global actions: Delete button (on selection), Create a Campaign button.

The table columns​

ColumnContent
DateCampaign creation date (day + time)
ChannelColored tag indicating the channel: Email, SMS, WhatsApp, WhatsApp / SMS, SMS / Email
TargetsNumber of recipient contacts (calculated at creation time)
DeliverabilityVisual progress bar + percentages: βœ“ X% sent successfully, βœ— Y% in error. Displays β€” if the campaign is still in Draft.
CategoriesTags of targeted contact categories (max 2 displayed, +N for the rest with tooltip)
PreviewFirst 80 characters of the message, or Email template tag if a template was used. Tooltip on hover to see 300 characters.
AttachmentsCounter for web links (πŸ”—), documents and videos (πŸ“Ž) attached. β€” if nothing.
ActionsContextual buttons depending on status (see below)

The two campaign statuses​

A campaign goes through a two-state life cycle:

StatusCodeMeaningEditable?Visible to recipients?
DraftINITCampaign created but not yet validated. No sending in progress.βœ… Yes β€” you can modify it freely❌ No β€” nothing has been sent
ValidatedVALIDATEYou have validated the campaign. Sending has started (or is scheduled for a future date).❌ No β€” too late to modifyβœ… 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 buttons​

The Actions column changes depending on status:

On a Draft campaign​

  • 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 campaign​

  • 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 connection​

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 credit​

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 campaign​

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 + type rosh hashanah β†’ all Rosh Hashanah campaigns launched.
  • Filter Draft + type service β†’ all service drafts still to validate.

Select and delete in bulk​

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?).

Pagination​

10 campaigns per page by default. Standard pagination at the bottom of the table.

Going further​