Organization

SMS campaigns

Compose and send SMS or in-app notifications from a Fineract business-rule audience.

Open SMS campaigns in Organization (or press Ctrl+K and type "sms campaign"). You need READ_SMSCAMPAIGN. Create, edit, activate, close, reactivate, and delete need the matching *_SMSCAMPAIGN permissions. The message log on a campaign needs READ_SMS.

This is the core Fineract campaign API (/smscampaigns). Messages leave only when an SMS gateway is configured (or you send an in-app notification). If the gateway is missing or not running, Bankayo still lists and opens campaigns and shows a banner instead of failing the page. Create, preview, and send wait until the gateway is up.

This is not Templates (Mustache document/SMS text) and not a one-off SMS from a client workspace.

What you can do

New campaign is a four-step wizard: details, audience, message, review.

  • Trigger membership comes from the campaign template (Direct, Schedule, or Triggered). Triggered rules are the SMS reports whose subtype is Triggered; the others are Direct and Schedule.
  • Business rule is a SMS report. Audience parameters are that report's stretchy parameters. Triggered campaigns do not require them.
  • Schedule campaigns collect frequency, interval, optional weekday, and first-run date. Frequency and weekdays come from the template (R8).
  • Message is at most 480 characters. Preview recipients calls POST /smscampaigns/preview when the trigger is not Triggered.

A new campaign is pending. Activate (with a date) sends a Direct campaign immediately or starts a Schedule. Close stops it. Reactivate is only for a closed campaign. Edit and Delete are only while closed — Fineract refuses otherwise.

Export downloads the campaign list as CSV or Excel.

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