Settings Configuration

Configuring the Settings

Step 1

Access the Marketing Automation module -> Select Settings -> Select Category

Step 2

Click ADD -> The system displays a popup Category

Explanation
  • Name: Enter a reminder name
  • Type: Choose the type of this category
  • Color: Choose a color that reminds you to sort and search
  • Description: A detailed description of this category. You should describe the meaning clearly and in as much detail as possible

Update

Step 1

Go to category -> Select the data line to edit -> click Edit

Step 2

Update data and press SAVE

Delete

Step 1.

Access the Marketing Automation module -> select Settings -> select Category -> Select the corresponding line you want to delete -> Select Delete function

Step 2.

The system displays the Confirmation Press Delete to confirm the deletion or press Cancel to cancel the deletion

Email Templates

The templates screen is used to create and manage email templates.

The data on this screen is used for the Emails screen in the Channel menu

Adding Email Templates

Step 1

Select the Settings menu -> Select the Email templates screen -> Select the Add function on the screen

Step 2

The system will display the Email Template screen -> Proceed to enter the necessary values -> Select Save to save the action you just made and move to step 3 or select Back to return to the previous screen

Explanation
  • The Name field is used to enter the name of the Email Template
  • The Category field is used to select the type of Email This field data is taken from the Category screen of section 1.2, and only the Categories of type Email Template
  • The Color field is used to select a recall color for later sorting and
  • Published field: If Yes is selected, the successfully created Email Template will be allowed to use. If No is selected, otherwise it is not allowed to display
  • The Language field is used to select the language for the email template. This function will later develop to support transferring email templates in accordance with the selected language

Step 3

After saving the information successfully, the system will display the information screen and the sample design screen -> Select the Design function in the Preview tab screen

Step 4

The system will display a screen containing functions to design an Email Template -> Drag and drop the functions available on the screen -> Select Save to save the operation.

View

Step 1

Select Menu Setting -> Select the Email Templates screen -> Select the View function corresponding to the data line to see detailed information

Step 2

The system will display a screen containing the information of the corresponding Email Template

Explanation
  • The Preview tab will display the previously designed Email Template. Select the Design function to proceed with editing the email template
  • Statistics tab screen
    • The Email Stats chart will show the number of leads sent to the corresponding email, the number of leads who read the email, and the number of leads who clicked on the link in the email in the corresponding email
    • The Email Statis by campaign chart will show the number of leads who have been emailed, have read the email, and clicked on the link in the email of the corresponding Email Template of the Campaign with the selected email belonging to the corresponding Email
  • The Leads tab screen will display a list of current leads that have been emailed under the corresponding Email Template

Clone

The Clone function is used to copy data of Email Templates

Step 1

Select the Settings menu -> Select the Email Template screen -> Select the Clone function corresponding to the Email Template line that needs to be cloned

Step 2

The system will display the Clone template screen -> Enter the necessary information -> Select Save

Update

Step 1

Select the Settings menu-> Select the Email Template screen -> Select the Edit function corresponding to the Email Template line that needs to be edited

Step 2

Update data and press SAVE

Delete

Step 1

Access the Marketing Automation module -> Select the Settings menu -> Select the Email Template screen -> Select the corresponding line you want to delete -> Select the Delete function

Step 2

The system displays the confirmation, Press Delete to confirm the deletion or press Cancel to cancel the deletion

SMS Templates

The SMS templates screen is for creating and managing SMS templates.

The data at this screen is used for the SMS screen in the Channels menu.

Adding SMS Templates

Step 1

Select the Settings menu -> Select the SMS Templates screen -> Select the Add function included in the screen

Step 2

The system will display the SMS Template screen -> Enter the necessary values -> Select Save to save the action you just made or select Back to return to the previous screen

Explanation
  • The Name field is used to enter the name of the SMS Template
  • The Category field is used to select the type of SMS Template. This field data is taken from the Category screen of item 1.2, and only the Categories of type SMS Template
  • The Language field is used to select the language for the email template. This function will develop later to support transferring SMS templates to the selected language
  • Published field: If Yes is selected, the successfully created SMS Template will be allowed to be used and displayed on the SMS screen of Channels. If No is selected, otherwise it is not allowed to display
  • The Description field is used to design the SMS template through the system’s data collection fields to display the Available merge fields

View

Step 1

Select the Settings menu -> Select the SMS Templates screen -> Select the View function corresponding to the data line to see detailed information

Step 2

The system will display a screen containing the information of the corresponding SMS Template

Explanation
  • Statistics tab screen
    • The Text message over time chart will show an overview of the number of SMS-sent leads belonging to the corresponding SMS Template
    • The Text message Statis by campaign chart will list the number of SMS templates belonging to the corresponding campaign (this field data is based on the Campaign campaign that selects the SMS belonging to the corresponding SMS template)
  • The Leads tab screen will display a list of the remaining leads of the current SMS template

Update

Step 1

Select the Settings menu-> Select the SMS Template screen -> Select the Edit function corresponding to the SMS Template line that needs to be edited

Step 2

Update data and press SAVE

Delete

Step 1

Access the Marketing Automation module -> Select the Settings menu -> Select the SMS Template screen -> Select the corresponding line you want to delete -> Select the Delete function

Step 2

The system displays the Confirmation Press Delete to confirm the deletion or press Cancel to cancel the deletion