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Create an SMS campaign

1. Create the campaign​

  1. Open Cash Transfers → SMS Campaigns.
  2. Click New campaign.
  3. Enter the Campaign name, for example "Vaccination reminder March 2026", the Message type and, if needed, a description.
  4. Save. The campaign page opens with the Draft status.

2. Add recipients​

From the registry​

  1. Click Add beneficiaries.
  2. Search by name or code, tick the beneficiaries or use Select all (this page).
  3. Choose the Language of the messages for this selection.
  4. Confirm.

By file import​

  1. Click File import.
  2. Download template gives an Excel file with the expected columns:
ColumnContent
telephoneNumber, with or without the +245 prefix
nomRecipient name
langueLanguage code, for example pt, cr, fr, ff
variable_montant, variable_dateValues to insert in the message (optional)
  1. Fill in the file, in Excel or CSV, then Import file. Rejected rows appear under Import errors.

Managing the list​

The recipients table shows the name, phone, language and source (From selection or From import). Recipients without a number are marked No phone and receive nothing. The By language block counts recipients per language.

A row can be deleted on its own. Clear all removes every recipient, after confirmation.

3. Generate and check the messages​

  1. Click Generate messages. Each recipient gets the text of the template for their type and language, with their values in place of the variables.
  2. The result shows how many messages were generated and how many recipients have no template.
  3. The Preview shows the messages as they will be sent.

If some recipients have no template, create the missing template in SMS templates, then generate again.

4. Export​

  1. Click Ready for export. At least one recipient must have a valid phone.
  2. Click Export. The Excel file has four columns: Phone, Name, Message, Language.
  3. The campaign moves to Exported. Send the file to the SMS operator.

To correct a ready campaign, use Reset to draft.

Delete a campaign​

The delete icon permanently removes the campaign and all its recipients, after confirmation.