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To add a template, click on the "Add Template" button from the "Templates" module.
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Verify that the information is correct, and click "Save" to add the template. If the process was performed correctly, you will be automatically taken to the "Templates" module, where you will see the newly added template in the list. From this moment, you can use the template from the "Tickets" module, to generate interactions with your customers in a more agile and fast way.
Variables for
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Templates
Sagicc allows you to add dynamic content to templates through variables. These variables can be added in various fields of the template, such as message, subject, variables, etc. When adding a template, click on Variables to see a list of available variables to add, organized by entities: Ticket, Customer, Contact Data, User, Account, Management or Survey.
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When pasting a variable in one of the template fields, you will see text with the following format:
{{[entity.]parameter}}
In the following image, two different variables were inserted: the first one, {{cliente.primer_nombre}}, will insert the first name of the customer associated with the ticket; the second one, {{usuario.nombre}}, will be replaced by the name of the user managing the ticket.
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It is also possible to add variables associated with additional data from the customer’s account. These variables cannot be selected from the list of variables since they are not static data and change over time, but they can be added by typing the variable in the aforementioned format. For example, if the customer's account has the additional data balance, the variable to add should be typed in the following way:
{{cuenta.datos_adicionales.balance}}
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Using templates in the
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Tickets
Once a template is added, it can be used to send interactions in a ticket. Go to the Tickets module and enter a specific ticket. In the interactions window, select the channel type, contact data, and click on Templates to search for the desired template. Click on it, and the message or content of the template will be automatically loaded.
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