SMS
templates screen for
creating and managing SMS templates
The data at this screen is used for the SMS
screen in the Channels menu
SMS templates -> SMS
- Step 1: Select the Settings menu -> Select the SMS Templates screen ->
Select the Add function included in the screen
- Step
2: The system will display the EMS Template screen -> Enter the necessary
values -> Select Save to save the action you just made or select Back to
return to the previous screen
* Explanation:
o The Name field is used
to enter the name of the SMS Template
o The Category field is
used to select the type of SMS Template. This field data is taken from the
Category screen of item 1.2 and only the Categories of type SMS Template
o The Language field is
used to select the language for the email template. This function will develop
later to support transferring SMS templates to the selected language
o Published field: If
Yes is selected, the successfully created SMS Template will be allowed to be
used and displayed in the SMS screen of Channels. If No is selected, otherwise
it is not allowed to display
o The Description field is used to design the SMS template
through the system's data collection fields to display the Available merge
fields
- Step 3: The system
will display a screen containing the newly created SMS template data ->
Select the Add language function to create a design for the corresponding
language and then select the Design function
1.2. View SMS templates
- Step 1: Select the Settings menu -> Select the SMS Templates screen ->
Select the View function corresponding to the data line to see detailed
information
- Step
2: The system will display a screen containing the information of the
corresponding SMS Template
* Explanation:
o The Preview screen
will display the previously designed SMS Template
·
The Add Language function is used to add a language to the
SMS template. Select Add Language and then proceed to Design the SMS template
·
The Clone Design function is used to copy the Design into
another new language, but it needs to be redesigned in the language of the
Lead/Client. From Lead's default language, the system will send SMS according
to the template designed in the corresponding language
·
Select the Design function to proceed with editing the email
template
·
Delete function is used to delete email templates in the
respective language
o Statistics tab screen
·
The Text message over
time chart will show an overview of the number of SMS-sent leads belonging to
the corresponding SMS Template
·
The Text message Statis
by campaign chart will list the number of SMS templates belonging to the
corresponding Campaign (this field data is based on the Campaign campaign that
selects the SMS belonging to the corresponding SMS template)
o The Leads tab screen will display a list of the remaining
leads of the current SMS template . The
Point column will show the total available points of the Lead after the
Campaign is run (the score will be aggregated from the action point and change
point)
- Step 1: Select the Settings menu -> Select the SMS Template screen ->
Select the Edit function corresponding to the SMS Template line that needs to
be edited
- Step
2: The system will display a screen containing the
corresponding information of the data -> Proceed to edit the data -> Then click Save to save
the operation or select Back to close the screen and cancel the operation just
done. presently
Select the Settings menu -> Select the SMS Template screen ->
Select the corresponding line you want to delete -> Select the Delete
function
2. SMS
Ø Another channel that
you can refer to is SMS, ie sending SMS messages to Contact's phone number for
example order confirmation or registration confirmation.
Ø SMS when running the
campaign will be sent to the Lead or Main Contact of Customers
Ø SMS will be based on
the language of Lead / Customer and send SMS according to the previously
designed language
* Note: Before you can send SMS, you need
to register and install Twilio Plugin in the system (Setup -> Settings ->
SMS -> Twilio)
- Step 1: Select Channel menu -> Select SMS
screen -> Select Add function in the screen
- Step 2: The system will display a screen containing the relevant fields -> Enter the
necessary values -> Select Save to save the action you just made or select
Back to return to the previous screen
* Explanation
o
The Name field is used to enter the name of the SMS
o Description : Detailed
description of the text message
o Category: data taken
from category setting with type Text message
o Published: If you
choose Yes, the SMS created successfully will be used in the Campaign screen
o
SMS template is used to select SMS template. This field data
is taken from the SMS Template screen of section 1.3. When selecting a
template, the previous design data of the template will also be displayed on
the right side of the screen
2.2. View SMS
- Step 1: Select the menu Channels -> Email -> Select the View function corresponding
to the email to see the information
- Step
2: The system will display a screen containing detailed information of the
corresponding SMS
* Explanation:
● The Preview tab
screen will display the designed content of the SMS
o The Add Language function
is used to add languages for SMS. Select Add Language and then proceed to
Design SMS
o The Clone Design
function is used to copy the Design into another new language, but it needs to
be redesigned according to the client's language. From Lead's default language,
the system will send SMS according to the template designed in the
corresponding language
o Select Design
function to proceed with SMS editing
o Delete function is
used to delete email templates in the respective language
● Statistics tab screen
○
The Total number of
leads field will show the total number of current leads that are SMSed
accordingly
○
The Number of active
campaigns field will display the total number of active campaigns with the
corresponding SMS selected and valid (based on the start date and end date in
the campaign).
○
The Number of campaigns
participated field will display the total number of participated campaigns that
have selected the corresponding SMS and have passed the validity period (based
on the start date and end date in the campaign).
○
The SMS over time graph
will show an overview of the number of leads sent by corresponding SMS
○
The SMS Statis by
campaign chart will show the number of SMS belonging to the corresponding
Campaign (this field data is based on the Campaign campaign with the
corresponding SMS selected).
2.3. Edit SMS
- Step 1: Select the Channels screen -> Select the SMS screen -> Select the
Edit function corresponding to the Text messages that need to be edited
- Bước
2: Hệ thống sẽ hiển thị màn hình chứa thông tin của Text messages tương ứng
-> Tiến hành chỉnh sửa thông tin và chọn chức năng Save để lưu lại thao tác
