15. Cross-Channel Campaign Guide
15.1 Creating template
Setting whatsapp template
Step 1: At the AntCRM screen, select the campaign on the left side → click Whatsapp
Step 2: Click “Create template” button
Step 3: Input and select the necessary information, then click “Continue” to redirect next page, input the necessary information → click “Save”
Entities
Description
Tittle
Select a header text, image, video or document
Body
Input the content of the template
Preview
Preview the content of the template.
Step 4: After successfully creating a new one, click the “save” button to change the status to "approved”
Setting up the ZNS template
Step 1: Go to setting icon → choose template → ZNS template and click to Add template button
Step 2: Fill in the fields
Entities
Description
Template name
This is the name you assign to the message template to easily identify and manage it.
Template ID
This is a unique identifier for each message template.
Description
A brief description of the purpose and content of the message template.
Content
This is the main part of the message template, containing the message you want to convey to the customer.
Share
Tùy chọn chia sẻ mẫu tin nhắn, cho phép phân phối hoặc cho các thành viên khác trong The option to share the message template allows you to distribute or permit other team members to access and use this template.
Setting up the SMS Channel
Step 1: Choose template in Template module → choose SMS template and click to Add template button
Step 2: Fill in fields
Entities
Description
Template name
This is the name you assign to the message template to easily identify and manage it.
Description
A brief description of the purpose and content of the message template.
Content
This is the main part of the message template, containing the message you want to convey to the customer.
Available information
A list of placeholder variables available for a CRM or messaging system, likely used for personalized message templates.
Share
The option to share the message template allows you to distribute or permit other team members to access and use this template.
Entities
Description
Template name
This is the name you assign to the message template to easily identify and manage it.
Description
A brief description of the purpose and content of the message template.
Content
This is the main part of the message template, containing the message you want to convey to the customer.
Available information
A list of placeholder variables available for a CRM or messaging system, likely used for personalized message templates.
Share
The option to share the message template allows you to distribute or permit other team members to access and use this template.
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