Cross-Channel Campaign Guide
1. Guide to creating templates for each channel
Setting up the 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”
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Entities
Description
1
Choose account
Select Account
2
Category
User is prompted to choose the most appropriate category for their message template
3
Template name
Input Template Name
4
Language
Choose languages for your message template
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Entities
Description
1
Title
Select a header text, image, video or document
2
Body
Input the content of the template
3
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 CRM → select setting icon in top bar → choose template → ZNS template and click to Add template button
Step 2: Fill in the fields
1
Template name
This is the name you assign to the message template to easily identify and manage it.
2
Template ID
This is a unique identifier for each message template.
3
Description
A brief description of the purpose and content of the message template.
4
Content
This is the main part of the message template, containing the message you want to convey to the customer.
5
Share
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 in sidebar → choose SMS template and click to Add template button
Step 2: Fill in the fields
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Entities
Description
1
Template name
This is the name you assign to the message template to easily identify and manage it.
2
Description
A brief description of the purpose and content of the message template.
3
Content
This is the main part of the message template, containing the message you want to convey to the customer.
4
Available information
A list of placeholder variables available for a CRM or messaging system, likely used for personalized message templates.
5
Share
The option to share the message template allows you to distribute or permit other team members to access and use this template.
2. Guide to creating a cross channel campaign
Step 1: Go to CRM → choose Cross channel in Campaigns module and click on Create Campaign button
Step 2: Fill in the fields
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Entities
Description
1
Campaign name
Enter a name for the campaign to make it easy to identify and manage
2
Description
Enter a brief description of the campaign to provide detailed information about the purpose and content of the campaign.
3
Enable
Toggle the Enable switch if you want to activate the campaign immediately.
After clicking the Save button, the screen will display as shown in the image
Step 3: Select contact who will receive the message → click the continue button
Can import list contacts when clicking on “Import PID list” or “Import phone number”
Step 4: Go to setting and enable the SMS channel by toggling the Enable button
In the SMS Service section
Select the SMS service provider (e.g., Vietguys).
Choose an SMS template from the available SMS Template list.
Enter the message content in the SMS Content field. The content can include personalized variables, e.g., {{CUS_FIRST_NAME}}.
Click the Save button to save the settings for the SMS channel.
In the Whatsapp channel
Enable the WhatsApp channel by toggling the Enable button
Select a WhatsApp template from the WhatsApp Template list. For example, select cross_campaign - Antlucky Engagement.
Click the Save button to save the settings for the WhatsApp channel.
In the ZNC channel
Enable the ZNS channel by toggling the Enable button.
Select a ZNS template from the ZNS Template list. For example, choose send_otp.
Click the Save button to save the settings for the ZNS channel.
After setting up the campaign in the CRM, go to Antbot to build the campaign flow
3. Guide to building a bot flow
Step 1: Create an Inject node to set up the domain and campaign runtime
Enter the organization's domain
Select the campaign runtime
Step 2: Select the Campaign node to set up the campaign you want to run. The campaign must be created in the CRM beforehand.
Step 3: Select the channel you want to send the campaign to (ZNS, WhatsApp, SMS).
For each channel, select the status of the customers you want to send to:
Not sent: Customers who have not been sent the campaign.
Fail: Customers who were sent the campaign but it failed.
Guide: Set the first channel's status to Not sent to send the campaign to all customers. For subsequent channels, set the status to Fail to continue sending to customers who failed to receive the campaign in the previous channel.
Step 4: Setting up a flow to check if the campaign has been fully sent for a channel
Select the Delay node to wait for the campaign to complete. The wait time depends on the number of imported customers, with approximately 10,000 contacts needing ~5 minutes.
Select the Check Campaign node to send a status check for the campaign. The result will indicate whether the campaign for this channel is complete.
Select the Switch node to handle different scenarios:
If the campaign for this channel is complete, move to the next cross-channel step.
If not, go back to Step 1
Step 5: Set up similarly for the next cross-channel step
4. Go to the report to view the results
View report in CRM
Campaign sent to customers
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