Campaign Management

Create, Modify Templates, Preview, Broadcast and Schedule Slack Marketing Collateral

Campaign Manager

The Marketing Automation Campaign Manager is equipped with the BlockKit editor for creating and modifying the Slack Broadcast Posts. You can start from building the collateral from scratch or utilising Thena curated Templates.

The campaign can be broadcast to all/select channels and can also be scheduled for a later date/time.

The Campaign Manger provides the option to View Analytics for a SENT campaign. You can also edit/modify a DRAFT or SCHEDULED campaign.

SENDING status : assigned post the channels for broadcasting the messages are selected.

Note : There is a buffer time of 2 minutes between the SENDING status assignment and the actual messages broadcast. You can cancel the broadcast within this buffer time and the campaign would return to DRAFT state.

Campaign Manager has the following 2 tabs :

  1. Active Campaigns : All campaigns in the statuses : DRAFT,SENT ,SCHEDULED and SENDING.
  2. Archived/Deleted Campaigns : Campaigns that are archived from the active campaign list. See Campaign Archiving.
Marketing Automation : Campaign Manager

Marketing Automation : Campaign Manager


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Pre-Requisite

Thena should be added to the channels for delivery and measurement of the Campaign.

Campaign Creation

Please follow the following steps to create the campaign:

  1. Rename the Campaign on the left corner on the pane. Campaign State is selected as DRAFT by default.
    • Duplicate Campaign Names are not allowed. Please name the campaigns uniquely for better analytics.

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      Pro-Tip :

      Use a campaign name format, example: Product-Newsletter-StrategicClients-Jan-23

    • Last Updated date is reflected under the campaign name.
  2. Select the Templates menu to load a different template. See Templates section for all available templates.
Thena Templates List. Click on Us

Thena SaaS Slack Content Templates

  1. Edit the Template BlockKit JSON on the right pane to modify the template with your own content and elements.
    1. In-case you are sourcing the JSON from another tool like Slack BlockKit Builder, ensure that only the JSON under the "blocks" array is copied to the Thena JSON editor.

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      Support for Layouts and Actions

      Currently, video and file layouts are not supported. You can add the link to the videos and files through url parameter on blocks.
      Also, parameters : `action_id` and `value` would not trigger

    2. Custom Workspace emoticons are not supported in the Thena BlockKit Editor.
    3. Ensure that the images under the image_url are rendered properly in the preview before the broadcast.
  2. Experience a preview of your Slack post before the broadcast. See what's possible in real-time on the left hand pane.
    Preview in Slack option enables you to view the exact post in the slack environment before the broadcast. The Preview would be available in the Thena App Home -> Messages section.
  3. The campaign content is Auto-saved on every edit to the JSON so all changes on the campaign editor would be available on every re-visit.
  4. The JSON is validated by Thena. In-case, the JSON is invalid, the Send Campaign Option would be disabled. Please ensure to rectify the JSON errors before preview.

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Quick Steps

  1. Ensure the Campaign Name is unique.
  2. All Images/Rich Text is being rendered in the Preview Pane.
  3. Preview in Slack to view the post in the Slack Environment
  4. Select Send/Schedule Campaign for finalising the broadcast.


Sending a Campaign

The Send Campaign Menu allows you to:

  1. Select the External Customer Channels for the Broadcast of the post.
  2. View the Estimated v/s Potential Reach of the post.
    1. Potential Reach: Unique External Users in all the shared channels of the workspace. (Total audience that the post can reach to)
    2. Estimated Reach: Based on the channels selected, unique external users in the specific channels. (Audience that the post would be broadcasted to.
  3. Scheduling the Campaign to be broadcasted on a specific future date and time.

Steps to Send a Campaign

  1. Review/Modify the Campaign Name.
  2. Select the Channel(s) the post needs to be broadcasted. There are majorly 3 types of channels in the colour-coded channels. See
    :bulb:Pro-tip: Select + Add All to maximise the Reach of the campaign to 100% audience base.
  3. Click on Send Campaign to finalise the Broadcast.

    :exclamation: Campaigns are not immediately delivered to the channels after clicking on Send Campaign.
    There is a buffer delay of 2 minutes allowing you to cancel the broadcast from the Campaign Manager menu


Scheduling Options

  • The Campaign can be scheduled to be broadcasted at a future date and time.
  • The scheduler is set as per the local time of your system/browser.
  • The schedule can modified through editing a SCHEDULED state campaign.

Note: Scheduled Time denotes the time the campaign send operation would be initiated not the delivery time of the messages which would ideally be a few minutes later.


Channel Grouping

The selection of channels for broadcast can be saved as an audience group for smooth campaign delivery.

The Groups menu is available in the Send Campaign Menu's channel list pane.

All Channel Groups are created/modified at the organisation level and would be available for all users of the organisation

Creating a Channel Group

  1. Select the channels from the list of channels populated.
  2. Click on "Create New Group" button on the top-right inside the pane.
  3. Name the Group. Ensure the name is unique.
  4. The current selection of channels would be added to this new group created.

Modifying a Channel Group

  1. Select the Channel Group from the list of groups on the right side of the channel list menu.
    (Only a single channel group can be modified at a given time)
  2. Review the channel list populated for the group. Add or Remove channels from the channel selection radio buttons.
  3. Post the modification, click on the "Save to Group" button from the top ribbon.
    The group channel list would be updated for the Group.

Selecting multiple groups

Selection of multiple groups is available and the channel list is de-duplicated to ensure a message is not broadcasted to the same channel multiple times.

The current selection can also be modified to add or exclude channels from exhaustive list. However, this selection can be saved only to a new group creation and not to the existing multiple groups.

Note : Deletion of Groups is coming soon to this feature. !!!


Campaign Duplication

Campaigns can be duplicated to create new campaigns with similar content and audience lists through the duplicate campaign button in the campaign list.

The following constructs are duplicated and the new Campaign is always set to status : DRAFT:

  1. Content JSON of the Campaign.
  2. Audience channel lists of the original campaign in SENT status.

The audience channel list/groups selection has to be confirmed for the duplicated campaign before sending.

Archived/Deleted Campaigns can also be duplicated for the content and audience channel selection from the Archived/Deleted Campaign Tab.


Campaign Archiving

A campaign can be moved to an ARCHIVED or Deleted status for better organisation of your important campaigns.

The campaign can be deleted through the delete icon (icon to be added) from the Campaign Manager after confirming the deletion operation via the Modal.

Archived Campaigns are available in a Separate Tab : Archived/Deleted Campaigns in the Campaign List.

The archived campaigns can be copied for content as well as the audience list . For audience list selection to be copied the Deleted Campaign should have been in SENT or SCHEDULED status.

Note: Post the archiving of a campaign, the stats for the campaign are recorded continuously and the analytics for the campaign can be accessed via the View Report button in the archived campaigns section.


Channel Types in Channel Selection Menu

Before sending messages to channel or scheduling a campaign, it is important that the list of the channels is finalised. The channel list is colour-coded through the following legend:

Note: Internal Channels are available on an on-demand basis. Please contact us for the enablement of this feature.


What’s Next