When you select By clicking the option "Add Bulk Message" (option located in the upper right corner ) from the Mass Messages within the Bulk Messaging module, Sagicc will take you to a multi-step form for creating a new mass 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.
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Before proceeding to create a bulk message, make sure you have set up the campaign, uploaded the recipient accounts, configured the sending channel (email, SMS, social media, etc.), and designed the message template. Once these tasks are complete, you can create and send the bulk message. |
In the first step of the form, “Basic Configuration”, 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 to the customer.
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".
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 cases tickets in the campaign: Check this option if the message should only be sent to active cases tickets (“not closed) 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, “Message Configuration””, 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, “Customers Configuration”, 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 module Customers Module or their accounts. To add a condition, complete the following fields:
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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.
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In the example shown in the image, a filter is applied to segment the campaign's customers and send the bulk message only to those whose gender parameter is female. Other customers will not be considered for message delivery. |
In the penultimate last step, “Check Configuration”, 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 and the message that will be sent.
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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 "INITIALIZATIONInitialization" state.
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