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Beauty Advisor - message templates

Screenshot_2020-04-29_at_19.12.41.png Getting started

The SMS templates section in the Customers module contains a table with a list of SMS templates that are used on the BA customer data preview screen (for details, see Beauty Advisor > Contacts - viewing and managing BA clients). The table allows to activate the template, define the type of template, edit, delete and add a new item. The templates are sortable and each item can be managed using the drag and drop method.
 

SMS_Templates_section_in_the_Beauty_Advisor_module.png

SMS Templates section in the Beauty Advisor module


Table of contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and managing templates SMS

Below you will find a description of the table and the actions that can be performed in the SMS templates tab.

SMS_templates_tab_in_the_Customers___SMS_templates_section.png
SMS templates tab in the Customers > SMS templates section
  • (1) Show X entries - option to change the number of displayed SMS templates on one page (available range from 10 to 100).
  • (2) - columns containing information on SMS templates.  Each column is sortable:
    • ID - unique number of the SMS template in the administration panel. Parameter value generated by the application.
    • Name - name of the SMS template, displayed on the button on the BA client preview screen (6). More details is available in the article Beauty Advisor > Contacts - viewing and managing BA clients.
Send_SMS_column_on_the_BA_customer_preview_screen.png
Send SMS column on the BA customer preview screen
    • Content - text of the SMS that will be sent to the BA client.
    • Is active? - the ability to activate and deactivate the SMS template.
    • Type - defining the group for which the template will be visible in the column Send SMS on the BA client preview screen. For more on BA Consultant Groups, see Beauty Advisor - getting started.
    • Sort order - parameter defining the sequence of buttons on the client’s preview screen (6). The template with the assigned value 0 will be in the first position.
    • Creation Time - CMS template creation date.
    • Update Time - data ostatniej edycji szablonu CMS.
    • Actions 
      • Edit - select the button to go to the SMS template editing window.
      • Delete - select the button to delete the SMS template.
  • (3) - choose the button to go to the window for adding a new CMS template.
  • (4) - SMS template search engine (search possible by criteria: Name, Content, Creation time, Update time).
  • (5) - navigation through the list of BA customers in the administration panel.

 

 

Screenshot_2020-04-29_at_19.12.41.png Adding a new SMS template

To create a new SMS template, you must complete the fields: Name, Content, Is active and Type.

Screen_for_adding_a_new_CMS_template.png

Screen for adding a new CMS template

 

In the Content field you can use variables and any placeholders.

info2.svg  RememberPlaceholder - Attribute, used as a temporary filler or auxiliary text in a text field.
The content in the placeholder can be anything.

Types of variables:

  • {%n} - BA clinet name.
  • {%ba} - BA consultant name.

Placeholder construction:

  • {Placeholder_name}

Example:

Mrs. {% n} Thank you for our conversation.
This is your unique code for free delivery with your next order.
I wish you pleasant shopping at www.yves-rocher.pl.
Best regards, {%ba}

info2.svg   RememberThe placeholder can be used in the body of the message, but be sure to remove it before sending it to the client. Otherwise, the application will prevent sending the message with the following warning:

 

Warning_about_incomplete_template.png

Warning about incomplete template
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