When you select the option "Add Bulk Message" (upper right corner) from the Mass Bulk Messages module, Sagicc will take you to a multi-step form for creating a new mass bulk message on the platform.
In the first step of the form, you must complete the following information:
Name: Name of the mass bulk message.
Campaign: Select the campaign on which the mass bulk message will run. For each case ticket in the campaign, a message will be sent.
Channel: Select the channel associated with the campaign that will be used to send the mass bulk message.
Template: Select the message template that will be used to send the mass bulk message.
Frequency: Select the frequency with which the mass bulk message should be sent.
If you want the mass bulk message to be sent only once, select "None".
If you want the mass bulk message to be sent permanently/periodically, according to a specified repetition interval (for example, every 24 hours), select "Permanent".
If you want the mass bulk message to be sent only once, at a specific date and time, select "Scheduled".
Send only to active cases tickets in the campaign: Check this option if the message should only be sent to active cases tickets in the campaign.
Close cases tickets after sending the message: Check this option if you want the cases tickets created for each client customer to be closed after the message is sent. If you are expecting a response from your clients customers to the message sent, leave this option unchecked. This way, you will see the clientcustomer's response associated with the mass bulk message sent.
In the next step of the form, you can view and/or edit the content of the message that will be sent to the clientscustomers, 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 clientcustomer-specific data.
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The mass bulk messaging module will automatically add a link in the message body for clients customers to unsubscribe from the company's mass bulk messaging sent through Sagicc. Only clients customers who have not unsubscribed from the mass bulk messaging will receive messages sent from this module. This way, the company will comply with the regulations imposed by the General Data Protection Regulation (GDPR) and similar policies. |
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In the next step of the form, one or more conditions can be added to filter the cases tickets or clients customers to whom the mass bulk message will be sent. These conditions are related to fields stored in Sagicc that can come from the Clients Customers module or their accounts. To add a condition, complete the following fields:
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In the penultimate step, a summary of the data selected in the previous steps will be displayed, along with a preview of the clients customers that meet the selected parameters.
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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 mass bulk message. If the process was completed successfully, you will be automatically taken to the list of mass bulk messages, where you will see the newly created mass bulk send in the "INITIALIZATION" state.
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