Template Management
Smartflo portal allows you to view and manage the SMS/Email templates to manage notifications being sent to the customer.
To view SMS/Email Templates, follow these steps:
- Click on the Services tab on the side navigation.
- Click on Template Management.
- A list of all your SMS/Email templates along with relevant details are shown that includes different fields (ID, name, message, type, and status of the template).
- Click the Add Template button present on the top-right corner of the page.
- Fill in all the fields to add the template. The fields to be filled are as follows:
| Field | Description |
|---|---|
| Use for WhatsApp | Enable to use this template for WhatsApp. |
| Name | Enter the Template name. |
| Template Type | Choose the template type from the dropdown depending on the call type. |
| SMS Text Type | Select text type from the dropdown (Unicode or text). |
| Message | Enter the message to add in the template out of the following attributes: Department name, Agent number, Agent name, Unique ID, Short URL, Date, Time. Note: Add the Short URL Attribute to send URLs for Single, Trackable, or Feedback types, as discussed under Short URL Campaign. |
| Email ID | Enter up to three email IDs, where the SMS notification will be recovered based on the trigger selected. |
| CC Numbers | Enter up to three numbers, where the SMS notification will be recovered based on the trigger selected |
| Short URL Campaign | Choose from the already created Short URL Campaign by making a selection from the dropdown. |
| Destination URL | The Destination URL automatically populates on choosing the Short URL Campaign. Note: Destination is defined under Survey Campaign. |
| Language | Choose the language option for WhatsApp. |
| Whatsapp Number | The number used to send out WhatsApp messages. |
- Click on Select an Action dropdown button and the following options populate:
- Click View/Edit to view or update the fields of the template.
Note: You cannot edit a template that is already in use.
- You can click Clone to make its duplicate. Enter the template name, and click on Save.
- If you want to skip sending SMS/Email templates after the call, do not fill in the details regarding the SMS templates in the My Numbers section in the Services tab on the side navigation.
Updated about 1 year ago