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.