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  9. Create a Template

Create a Template

Broadcast template:

  • Select Manage Template on drop-down menu list
  • Click on + New Template
  • Select the Official account associated with the broadcast template you want to create
  • Check the type of messages below to understand the features of each type of message.
  • Set Expire type:
    • Set by campaign: The broadcast template will be based on the configuration of each campaign you create.
    • None: not set expire time for template.
    • Expire time: set the exact date and time for the expiring => once expired, the status of all messages as Sent will change to Failed.
    • TLL: specify the expiration time for a template, for example 1 hour, 2 hours, 1 day….etc…. => the time is calculated from when the template is sent.

Conversation template:

  • For conversation templates, there is no need to select an Official account because one conversation template can be used for many different OA (of course, it must be the same channel).
NoElementDescriptionReference URL/Input
1Name   MandatoryYour template’s name  Test1
2Type   MandatoryYour template’s type     Note: For Whatsapp, broadcast messages need to be approved by Facebook or Sinch.   Check 5.7 for how to create broadcast templates for Whatsapp.  Broadcast only: only display broadcast [1 message only] Conversation: display conversation [multiple messages]
3Channel   MandatorySelect channel you would like to use for sending messageRCS Facebook Whatsapp
4Description   OptionalDescribe your templateTest RCS message
  • Click directly on the template’s name you would like to create question flow (list of questions)
  • Click on the New questions button to start
  • Input the information for your template.
NoElementDescriptionReference URL/Input
1Question ID   MandatoryUse to combine with Question name to identify your question. Very important in creating the question/message flow. Users will use this QuestionID-Question name to specify the question/message which should appear next in the flow.   Example:
Question ID : 1 Question Name : Request basic info Identifier of this question would be: 1-Request basic info
 
2Question Name   MandatoryUse to combine with Question ID to identify your question 
3Type   MandatoryThe type of message you want to send to your customers   Note: Please check the Types of message below for more informationRich Card: up to 6 Text Picture Video File: pdf is not applicable for RCS
4Next Question Base On   MandatorySet up trigger for next messageUser answer Script  
5Answer ID   OptionalConfigure the variable so that it can be displayed in the following questions/messages   Example: Set answer ID as ‘name’   If a customer inputs the name as John and in the next sentence we put in the description: Name: {{{name}}} It will display as follows: Name: John    Use this configuration to display customer input:   {{{answerID}}}
6Status   MandatorySet up the questions/messages so that the system recognizes the flow of the list of questions.Start: Use for 1st question/message Normal: The questions/messages are in the middle of the question flow Complete: Use for last question/message Error: Use for displaying error while user input information is not in the preset data.
7Next Question   OptionalUse to arrange the question/message which should appear next in the question/message flow of the list of questions. Example input: 3-Accept    
8Add suggestions   OptionalUse to set buttons for messages.       Note: Type of button: 3 typesText button: Input name of buttonPost Back Data: data will be returned/saved when the button is pressed.Select…: select the message that will appear next after the button is pressed  Type of button: REPLY: direct to next message DIAL: call the phone number configured in Post back data OPEN URL: open URL configured in Post Back data   Up to 6 buttons
9Add API   OptionalImplement API calls such as GET or POST….etc… to your own or 3rd party APIs.   Note: API call: select API command typeput the API url in to make API calls Event: choose whether the API call event occurs before or after Failed Action: choose next action if API call failed Failed Message: Set the message that will appear when the API command has an error API Resp Variable      API Call: GetPost   Event: BeforeAfter   Failed Action: Show error messageNext message   Failed Message: Show error message: configure manually error messageNext message:  select the message that appears after the Api call failed
10Is need replyIf selecting this option, you will need to input a response before moving on to the next message.     Note: for the first Viber message, the option will always be activated. 

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