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By clicking the "Add Template" button from the "Templates" module(top right corner) in the Templates module, Sagicc will take you to the form to add a new template to the platform.
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Sagicc will take you to the template creation Once in the form, where you must enter the following required informationyou will need to fill in the required fields:
Name: Name of the template.
Channel Type: The type of channel for which the template will be available (SMS, Facebook, Email, WhatsApp, etc.). Not all templates apply to all channel types, and not all channels accept the use of templates.
Category: Select one of the template categories that have already been added to the platform. This way, the new template will be organized alongside others of the same category.
Available for (channels):
All channels: Select this option if you want the template to be usable by all channels belonging to the selected channel type.
Some channels: Select this option if you want the template to only be usable by some channels belonging to the selected channel type. When selecting this option, you will see a channel selector.
Available for (campaigns):
All campaigns: Select this option if you want the template to be used from all campaign tickets.
Some campaigns: Select this option if you want the template to be used only from specific campaigns. When selecting this option, you will see a campaign selector.
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Depending on the option selected in the Channel Type “Channel Type” field, specific additional fields will be requested for each channel type:
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Message: It is the predetermined message or content that will be loaded and sent in the outbound interactions. It may include variables related to the ticket, the clientcustomer, the user, or the account, which will be replaced by Sagicc at the time of sending the template content. Sagicc has 2 types of editors for this field: simple editor and advanced editor (email only).
CC (email only): Specifies the email accounts to which you want to send a copy of the email generated by the template. Enter the desired email and press the Enter “Enter” key to add it.
BCC (email only): Specifies the email accounts to which you want to send a blind copy of the email generated by the template. Enter the desired email and press the Enter “Enter” key to add it.
Subject (email only): It is the subject of the message.
Message Type (WhatsApp only):
Session Message: Specifies that the message to be sent corresponds to a session message, i.e., a message that the company sends when it already has an initiated and active conversation with the clientcustomer.
Approved Template: Specifies that the message to be sent corresponds to an approved template message by WhatsApp and Meta to start a conversation with the clientcustomer.
Approved Template Message Type: Allows specifying whether the approved template message is provided by Sagicc or an external provider.
WhatsApp Template (for WhatsApp only): It It is the template message approved by WhatsApp. If the Approved Template Message Type is "provided by Sagicc," you can select the approved template from a list. Otherwise (other provider), you must enter the exact name of the approved template.
Variables (for WhatsApp only): These are the Sagicc variables that will replace the variables in the WhatsApp-approved template message. You must write all variables separated by a comma"Add all the necessary variables according to the template message configuration.
Advanced WhatsApp Template (for WhatsApp only): Allows building special templates for WhatsApp, using multimedia elements (images, videos, etc.) or interactive elements (quick response buttons, selection lists). More info here.
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Verify that the information is correct, and click "Save" “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 clients customers in a more agile and fast way.
Variables for
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Templates
Sagicc te permite agregar contenido dinámico a las plantillas por medio de variables. Estas variables pueden ser agregadas en varios campos de la plantilla, como mensaje, asuntoallows 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. Al agregar una plantilla, haz clic en Variables para ver un listado con las variables disponibles para agregar, organizado por entidades: Caso, Cliente, Datos de Contacto, Usuario, Cuenta, Gestión o Encuesta.
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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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Haz clic sobre una de las variables, y la variable será copiada automáticamente al portapapeles de tu equipo, para que puedas pegarla en donde sea necesario. |
Al pegar una variable en uno de los campos de la plantilla, verás un texto con el siguiente formatoWhen pasting a variable in one of the template fields, you will see text with the following format:
{{
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entity.
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parameter}}
En la siguiente imagen, se insertaron dos variables diferentes: la primeraIn the following image, two different variables were inserted: the first one, {{cliente.primer_nombre}}, insertará el primer nombre del cliente asociado al caso; la segundawill insert the first name of the customer associated with the ticket; the second one, {{usuario.nombre}}, será reemplazada por el nombre del usuario que se encuentra gestionando el casowill be replaced by the name of the user managing the ticket.
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También es posible agregar variables asociadas a los datos adicionales de la cuenta del cliente. Estas variables no se pueden seleccionar del listado de variables ya que no son datos estáticos y cambian en el tiempo, pero si pueden ser agregados digitando la variable en el formato antes mencionado. Por ejemplo si la cuenta del cliente tiene el dato adicional saldo,la variable a agregar se debería digitar de la siguiente forma:
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.
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balance}}
Utilizar plantillas en el caso
Una vez agregada una plantilla, podrá ser utilizada para enviar interacciones en un caso. Ingresa al módulo de Casos e ingresa a un caso específico. En la ventana de interacciones, selecciona el tipo de canal, el dato de contacto, y haz clic en Plantillas para buscar la plantilla deseada. Haz clic sobre esta, y el mensaje o contenido de la misma se cargará automáticamente.
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Using templates in the 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 specific template. Click on it, and the message or content of the template will be automatically loaded.
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