SMS Campaigns

The SMS Campaigns module allows businesses to broadcast regulatory-compliant, DLT-approved transactional and promotional SMS messages to target audiences at scale. Manage carrier connections (MSG91, JIOCX, Smartping), upload customer contact lists via CSV, segment audiences from CRM data, schedule automated launches, customize table columns and ordering, and inspect granular delivery analytics and live message logs from one unified dashboard.

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1. Navigating to SMS Campaigns

Main Sidebar ➔ Campaigns ➔ SMS

1. In the main navigation sidebar on the left, click Campaigns to expand the channel menu.
2. Select SMS from the submenu.
3. The SMS Campaigns dashboard opens, listing all existing campaigns, their real-time execution status, and delivery metrics.

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2. Managing the SMS Campaigns Table

The main campaigns dashboard provides complete visibility over past and active SMS broadcasts.

Table Controls & Customization Options

• Search Input (Search across all columns...): Search any campaign by name, connected gateway account, template identifier, or creation date.
• Refresh Button (🔄): Reloads the campaign list and updates delivery metrics in real time without refreshing your browser.
• Columns Menu (Columns): Opens a multi-select dropdown allowing you to toggle visible table columns on or off:
  • Campaign Name
  • Account
  • Template
  • Status
  • Sent / Failed
  • Created At
  • Actions
• Order Menu (Order): Lets you rearrange column sequence or define the priority sorting order of the table columns using drag-and-drop handles.
• Create New Campaign (+ Create New Campaign): Opens the campaign builder wizard.

Table Columns Reference

Column Header	Description	Example / Values
Campaign Name	Internal title assigned to the broadcast campaign.	test-sms, local testing, webhook test2
Account	The connected telecom SMS gateway used to dispatch messages.	whitetsta.trans
Template	Pre-approved DLT message template name and category.	WelcomeMessage [Service Implicit]
Status	Current operational status of the campaign batch.	sent
Sent / Failed	Ratio showing successful dispatches versus failed messages.	1 / 0, 2 / 0, 0 / 1
Created At	Timestamp when the campaign was created and queued.	Aug 17, 2026 2:02 PM
Actions	Action triggers to inspect performance metrics.	Click 👁 View to open detailed campaign analytics.

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3. Creating an SMS Campaign

Click the orange + Create New Campaign button at the top right of the campaigns page to open the campaign builder.

Step 1: Channel & Sender Account Selection

1. Under the top channel bar, select SMS (highlighted with a blue boundary, alongside WhatsApp, Email, RCS, and Voice).
2. Review the Sender Account cards:
   • MSG91: Shows your default Sender ID (e.g., MRPROF).
   • JIOCX (Jio): Shows your Jio CX username and sender ID (e.g., Sender Id: JIOCX).
   • Smartping: Shows your Smartping username and approved header (e.g., whitetsta.trans, Sender Id: MRPROF).
   • Click to select the specific gateway account you want to send from.
3. Enter a descriptive Campaign Name (e.g., sep offer 2009).

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Step 2: Message Template Selection

Only templates that have been approved on telecom DLT portals can be sent through SMS campaigns.

1. Click on the Message Template dropdown to search and choose an approved SMS template.
2. The dropdown displays all synced templates with their approval state:
   • WelcomeMessage approved (e.g., “Welcome to Professor App, akhil! Your Professor account has been successfully verified…”)
   • AIExamResult approved (e.g., “Dear Parent/Student, The exam result for English is 80/100…”)
   • temp pending (Templates marked pending cannot be selected until approved)
3. Once selected, the exact message body renders in the Mobile Preview pane on the right side of the screen.

Tip

• Keep your text message under 160 characters to avoid multi-part SMS charges.
• Include a clear call-to-action (CTA) and opt-out link where required by local regulations.
• Avoid using excess special characters or non-standard symbols to prevent encoding issues.

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Step 3: Selecting Target Audience

WhiteStart provides two distinct audience targeting modes:

Option A: CSV Upload

Send broadcasts to external customer lists or imported sheets.

1. Under 2. Target Audience, select the CSV Upload tab.
2. Click Choose file and select your recipient list (e.g., StartupLanes India 21.csv).
3. Ensure the CSV includes dedicated phone number columns with country code prefixes. Only .csv files are accepted.
4. Once processed, the validation card confirms:
   • File processed successfully
   • Total count of valid recipient numbers (e.g., 466 valid records found.).

Option B: CRM Segment

Send broadcasts to dynamically filtered contact groups directly from your built-in CRM database.

1. Under 2. Target Audience, select the CRM Segment tab.
2. Click the Select Segment dropdown:
   • All Active Users: Broadcasts to all active registered CRM contacts.
   • VIP Customers: Targets high-value customers and repeat buyers.
   • Inactive > 30 Days: Re-engages inactive users and cold leads.

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Step 4: Scheduling & Campaign Launch

Under 3. Schedule, configure when the campaign should be dispatched.

• Immediate Launch: Leave the Schedule Campaign toggle switched OFF and click the orange 🚀 Launch Campaign Now button to start instant delivery.
• Scheduled Launch:
  1. Toggle the Schedule Campaign switch to ON.
  2. In the Select Date & Time picker, configure your target future date and exact time (e.g., September 8th, 2026 at 17:24).
  3. Click the orange 🚀 Schedule Campaign button to queue the batch.

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4. Viewing SMS Campaign Analytics & Performance

From the main campaigns table, click 👁 View in the Actions column next to any campaign to open its dedicated analytics dashboard.

Top Metric Summary Cards

• Total Messages: Total recipient records queued in the broadcast (e.g., 1).
• Success Sent: Total messages successfully transmitted to the telecom gateway (e.g., 1 | 100% success rate).
• Delivered: Total messages confirmed as delivered to handsets (e.g., 0 | 0% delivery rate).
• Read: Messages confirmed as read/viewed where supported (e.g., 0 | 0% read rate).
• Failed: Messages that could not be delivered due to network errors, DND, or invalid numbers (e.g., 0 | 0% failure rate).

Visual Analytics & Engagement

• Message States Donut Chart: Visual summary displaying the proportion of Success, Delivered, Failed, and Read messages.
• Engagement Timeline Graph: Real-time chronological tracking showing recipient delivery and interactions over time.
• Mobile Preview: Exact preview of how the SMS appears on recipient handsets.
• Top Failure Reasons: Itemized breakdown of delivery errors returned by the telecom aggregator.

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5. Inspecting Detailed Live Message Logs

To audit individual recipient delivery timestamps, statuses, and carrier responses, click the orange View Detailed Logs button in the top right of the campaign analytics view.

Live Message Logs Modal Controls

• Search Phone…: Quickly filter logs by typing a specific recipient phone number.
• All Statuses Filter: Filter the log modal by specific execution status:
  • All Statuses: Shows all records.
  • Sent: Messages dispatched to the telecom carrier.
  • Delivered: Handset-confirmed delivery receipts.
  • Read / Answered: Opened messages.
  • Failed / No Answer: Undelivered messages or carrier rejections.
• Refresh (🔄 Refresh): Fetch live delivery receipts and DLR status updates from telecom operators in real time.
• Download CSV (⬇ Download CSV): Export the full campaign audit log with all recipient timestamps and error descriptions into an Excel-ready spreadsheet.

Message Logs Data Schema

Field Name	Description	Example / Values
Recipient	The recipient’s normalized phone number with country code.	918639958995
Status	Current carrier delivery status badge.	Sent (grey), Delivered (amber), failed (red)
Sent At	Timestamp when the message was accepted by the gateway.	Aug 17, 14:02
Delivered At	Exact timestamp when the carrier delivered to the handset.	- (or 14:02:15)
Read At	Exact timestamp when the message was opened (if supported).	-
Error	Carrier failure reason or DLT rejection description.	-

Note

SMS broadcasts require DLT-registered Headers and approved Content Templates. If a template is marked pending, it cannot be dispatched until operator verification is complete.