Campaigns

Campaigns let you send bulk messages to beneficiaries via SMS or WhatsApp — for appointment reminders, programme announcements, or informational updates.

Create a campaign

1. Click Campaigns → New campaign.
2. Fill in the campaign details:

Field	Description
Name	Internal name for this campaign
Channel	SMS, WhatsApp, or both
Audience	All beneficiaries, a specific programme, or a filtered subset
Message	The text to send; use {{first_name}} to personalise
Schedule	Send immediately, or schedule for a future date and time

3. Click Save to create as a draft, or Send to dispatch immediately.

📱Create campaign formAdd screenshot → src/assets/screenshots/compass/admin/campaign-new.png

Tip

Test your message with a small audience before sending to the full list. Use the Test send option to send a preview to yourself or your team.

Campaign status

Status	Meaning
Draft	Created but not sent
Scheduled	Queued for future delivery
Sending	Currently being dispatched
Sent	Delivery complete

Chat channel configuration

To send campaigns via WhatsApp or USSD, you need to configure a chat channel integration first.

1. Click Integrations → Chat Channels → New channel.
2. Select the channel type (WhatsApp Business API, USSD).
3. Enter the API credentials provided by your messaging provider.
4. Configure keyword rules to handle auto-responses to incoming messages.
5. Click Save and test.

📱Chat channel setupAdd screenshot → src/assets/screenshots/compass/admin/chat-channel.png