Add Bulk Message

By clicking the "Add Bulk Message" option located in the upper right corner within the Bulk Messaging module, Sagicc will take you to a multi-step form for creating a new bulk message process on the platform. This process will allow you to input and customize every aspect of the message, from its content to its target audience, ensuring a smooth and efficient experience in sending messages in bulk.

In the first step of the form, “Basic Configuration”, you must complete the following information:

• Name: Name of the bulk message.

• Campaign: Select the campaign on which the bulk message will run. For each ticket in the campaign, a message will be sent to the customer.

• Channel: Select the channel associated with the campaign that will be used to send the bulk message.

• Template: Select the message template that will be used to send the bulk message.

• Frequency: Select the frequency with which the bulk message should be sent.

  • If you want the bulk message to be sent only once, select "None".

  • If you want the bulk message to be sent permanently/periodically, according to a specified repetition interval (for example, every 24 hours), select "Permanent".

  • If you want the bulk message to be sent only once, at a specific date and time, select "Scheduled".

• Sending Method: Select one of the two available options for bulk messaging: send the message only to the customer's most recent contact data, or send it to all the registered contact data for the customer. Note that if you choose the second option, the customer may receive the message multiple times (e.g., in all their email accounts), which could be perceived as spam.

• Send only to active tickets in the campaign: Check this option if the message should only be sent to active tickets (“not closed) in the campaign.

• Close tickets after sending the message: Check this option if you want the tickets created for each customer to be closed after the message is sent. If you are expecting a response from your customers to the message sent, leave this option unchecked. This way, you will see the customer's response associated with the bulk message sent.

In the next step of the form, “Message Configuration””, you can view and/or edit the content of the message that will be sent to the customers, according to the message template selected in the previous step. If necessary, you can add variables to be dynamically replaced when sending the message with the customer-specific data.

In the next step of the form, “Customers Configuration”, one or more conditions can be added to filter the tickets or customers to whom the bulk message will be sent. These conditions are related to fields stored in Sagicc that can come from the Customers Module or their accounts. To add a condition, complete the following fields:

• Column: Name of the field to be compared in the condition. It can be one of the following values:

  • Document Type

  • Document Number

  • Last Name

  • First Name

  • Middle Name

  • Date of Birth

  • Gender

  • Creation Date

  • Update Data

  • Labels

• Operator: It is the comparator or operator with which the Column will be evaluated.

• Value: It is the value with which the selected Column value will be compared.

In the last step, “Check Configuration”, a summary of the data selected in the previous steps will be displayed, along with a preview of the customers that meet the selected parameters and the message that will be sent.

At any point during the creation process, you can click "Back" to edit or change data from previous steps. Once you finish the process, click "Save" to add the bulk message. If the process was completed successfully, you will be automatically taken to the list of bulk messages, where you will see the newly created bulk send in the "Initialization" state.