Template Management

Template Management Overview

Template Management in the Smartflo portal allows you to view, create, and manage SMS and Email templates for notifications sent to customers. This feature ensures consistency in communication and streamlines the process of sending personalized messages. By managing templates, businesses can efficiently handle customer notifications for various campaigns or updates.

Getting Started with Template Management

To go to Template Management to your Smartflo account, first log in using your unique User ID and Password. Once logged in, you will be directed to the main dashboard. From there, locate the navigation menu on the left-hand side of the screen and click on "Services". A set of options opens up. One of these options is the “Template Management".

List of Templates

The table displays a list of all Templates with the following information:

Field	Description
Template ID	A unique identifier assigned to each template for easy reference and management.
Template Name	The name of the template, indicating its purpose or the type of notification it is used for.
Template Message	The actual content or message body of the template, including dynamic placeholders if applicable.
Template Type	Specifies the template trigger.
Template Status	Shows the approval or activity status of the template (e.g., Approved, Pending, Rejected).
Reason	Provides additional context or justification for the template, such as its intended use case.
Status	Indicates whether the template is Enabled or Disabled for use.
Action (View/Edit, Clone, Delete)	Options to view or edit the template, clone it to create a similar one, or delete it from the system.

Add Template

To add new template, follow the below steps:

Click on the Services tab on the side navigation.
Click on Template Management.
A list of all the Templates appears along with the relevant details.
Click on Add Template.

The following screen will appear, prompting you to complete the necessary fields as shown in the screenshot below.

Here is a table explaining the fields from the Add Template interface based on the screenshot:

👍
The table below lists the fields for HPBX, Broadcast, and Dialer template triggers.

Field	Description
Name	The name of the template, which helps in identifying its purpose or use case.
Template Type	Select the trigger for the SMS/Email template based on the requirement.
Status	A toggle to enable or disable the template for use.
SMS Text Type	Options to select the type of text: 1.Text (for English): For standard English messages. 2.Unicode (for other languages): For messages in non-English languages.
Message	The message body can be sent and may include placeholders (e.g., `{caller_no}`) to insert dynamic fields.
Email ID	Allows adding up to three email Address (comma-separated) to send the message as a CC notification.
Use for WhatsApp	A toggle to enable the template for WhatsApp messages. When enabled, additional fields like media and URL appear. Note: This toggle will be available for the triggers listed below. Incoming Missed Call (to Caller) Incoming Answered Call (to Caller) IVR Option (to Caller) Failover Missed Call (to Caller) Outbound Missed Call (to Callee) Outbound Answered Call (to Callee) Broadcast Missed Call (to Lead Number) Broadcast Answered Call (to Lead Number) Outgoing Missed Call (Caller) Outgoing Received Call (Caller) Incoming Missed Call (Caller) Incoming Received Call (Caller) Video Call (to Lead Number)
CC Numbers	Allows adding up to three numbers (comma-separated) to send the message as a CC notification.
Short URL Campaigns	An option to link the template to a Short URL Campaign for tracking or redirection purposes.
Destination URL	This will fetch the Destination URL from the Short URL Campaign.

👍
The table below lists the fields for the WhatsApp template trigger (Interactions).

Field	Description
Name	The name of the template, which helps in identifying its purpose or use case.
Template Type	Select the trigger for the SMS/Email template based on the requirement.
Status	A toggle to enable or disable the template for use.
Use for WhatsApp	A toggle to enable the template for WhatsApp messages. When enabled, additional fields like media and URL appear.
SMS Text Type	Options to select the type of text: 1.Text (for English): For standard English messages. 2.Unicode (for other languages): For messages in non-English languages.
Media Link	Options include: Image: Add a URL to an image. Video*: Add a URL to a video. Document**: Add a URL to a document.
Message	The message body can be sent over the whatsapp.
Template Priority	Select the template priority, where 0 is the highest by default. For example, if the priority is set to -1, it becomes the highest priority and will appear first when the agent selects a whatsapp template to send to the caller.
Email ID	Allows adding up to three email Address (comma-separated) to send the message as a CC notification.
CC Numbers	Allows adding up to three numbers (comma-separated) to send the message as a CC notification.
Short URL Campaigns	An option to link the template to a Short URL Campaign for tracking or redirection purposes.
Destination URL	This will fetch the Destination URL from the Short URL Campaign.
Language	Enables selection of the language for the template when using Unicode or other regional languages.
WhatsApp Number	Allows specifying the WhatsApp number from which the message will be sent (if enabled). Note: The WhatsApp number must be configured in the Smartflo panel.

Once done, click the Save button.

Template Management