Campagins
Bulk WhatsApp Campaign
This user manual provides detailed instructions on how to create and send Bulk WhatsApp Campaigns using three available options: Quick, Custom Upload, and List. The Bulk WhatsApp Campaign feature allows users to send messages to multiple recipients using pre-approved WhatsApp templates.
Key Features
The Quick option allows users to directly enter mobile numbers manually for sending the campaign.
Steps:
1. Navigate to WhatsApp → Bulk WhatsApp.
2. Enter the Campaign Name.
3. Select the Template from the dropdown list.
4. Under Contact Settings, select the ‘Quick’ option.
5. Enter mobile numbers in the text box (one number per line).
6. Set the Schedule Date.
7. Click Submit to send the campaign.
2. Bulk WhatsApp Campaign – Custom Upload Option
The Custom Upload option allows users to upload recipient data via an Excel file.
Steps:
1. Navigate to WhatsApp → Bulk WhatsApp.
2. Enter the Campaign Name.
3. Select the Template from the dropdown list.
4. Under Contact Settings, select the ‘Custom’ option.
5. Click ‘Browse file’ and upload an Excel file (less than 30MB).
6. Ensure the first column in the Excel file contains phone numbers.
7. Optionally, download the sample file to check the required format.
8. Select the phone number column from the dropdown.
9. Set the Schedule Date.
10. Click Submit to send the campaign.
3. Bulk WhatsApp Campaign – List Option
The List option allows users to select contacts from an existing saved list.
Steps:
1. Navigate to WhatsApp → Bulk WhatsApp.
2. Enter the Campaign Name.
3. Select the Template from the dropdown list.
4. Under Contact Settings, select the ‘List’ option.
5. Choose the desired contact list from the available options.
6. Set the Schedule Date.
7. Click Submit to send the campaign.
User Manual – Dynamic Data Email Sending from Automation Flow
This user manual provides step-by-step instructions for configuring and sending dynamic data emails using Automation Flows. This feature allows users to send automated emails with real-time data populated from system objects and fields using predefined templates.
1. Creating the Email Template
The first step is to create an email template with placeholders for dynamic data. These placeholders are replaced with actual values at the time of sending.
Steps:
1. Navigate to the Template creation section.
2. Enter a Template Name.
3. Select the relevant Object (e.g., Live Calls).
4. Choose the required Fields to include in the email.
5. In the Template Content area, insert placeholders for dynamic fields using the format ##field_name##.
6. Save the template.
2. Configuring the Automation Flow
Once the template is ready, configure the automation flow to trigger the email when specific events occur.
Steps:
1. Navigate to the Automation Flow section.
2. Create a new flow or edit an existing one.
3. Set the Trigger source to ‘From Object’ and choose the relevant object (e.g., Live Calls).
4. Add the ‘People’ element to select recipients (e.g., Customer, Others).
5. Add the ‘Message File’ element and configure it for Email.
6. Select the ‘From Email’ address and choose the template created earlier.
7. Save and activate the flow.
3. Email Output Example
When the automation flow is triggered, the system sends an email with the dynamic data filled in. Below is an example of the received email:
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WhatsApp Multi-Language Template Creation
The manual walks you through the process of building WhatsApp templates on the Office24by7 platform across different languages. To illustrate, it showcases how a template can be created in Telugu and explains the steps involved in its approval workflow.
Viewing Existing Templates
Navigate to the ‘Add-On’ section and select the ‘Templates’ tab under the WhatsApp Number configuration. Here, users can view a list of existing templates with details such as Template Name, Business Number, Number of Users, Activation Date, Approved Template ID, and Verification Status.
Adding a New Template
Click the ‘Add’ button to create a new template. Enter the Template Name and select the Business Number. From the ‘Languages’ dropdown, choose the language in which you want to create the template (e.g., Telugu).
Filling Template Content
Once the language is selected, you can enter the template content. Fill in the Body section with content in the selected language. Optionally, you may also add Header, Footer, and interactive Buttons. After filling in all required details, click on ‘Save as Template’ to submit the template.
Template Review and Approval
The created template is sent to Meta for review. While under review, the template’s Verification Status appears as ‘Pending’. Once approved, this status automatically updates
to ‘Approved’. The issue related to status updates has been resolved, and the workflow is now functioning as expected.