This document will help users to create an SMS campaign that they want to send to the customers;
This action can be done by:
- Cscc Supervisor
- Cscc Manager
- Pulse Support
SMS Centre has two types of messages that you can send-,
- Automated messages e.g. reminders, payments
- Non-automated messages e.g. campaigns
You can expect to find yourself using this module to create campaigns. To create a campaign, you need a user needs to have the following set out:
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The Template module is creating the main body of the text .
following the below Steps:
- Go to SMS Center → Template → Create → Name the Template
- After naming a template → Add item → Select Template → Select Language → Type the Body → Save
Data Source
Under the data source tab, this is where you the user will be creating your a target audience to send mass messages to.
These messages are usually based on the conditions of the target audience e.g. Customers that are late, or customers from a specific location.
In this example I have used [(‘state’,’=’,’normal’)] which is all of Bboxx’s monthly paying customers. If I wanted to know the Bboxx customers that have had their products repossessed, you would need to replace ‘normal’ with ‘repo’. Please see the different target groups section below.
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If you go to the Organisation Module you will be able to find all the different shops/locations and retrieve their shop/location ID number
If you wanted to send a SMS message to multiple groups within a specific location (country, shop), please see the below coding.
[('state', 'in', ['late', 'dlq', 'defaulted']), ('company_id', '=',36)]
In the above code my target groups are late, delinquent and defaulted customers based in Rwanda.
Different Target Groups
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Schedule
Schedule ce:
- Name: is the data source
- Type of source: Is always Internal
- Models: will be bboxx.crm.application
- Domain: Will be the target audience
- Mobile number field: is where you select the field from the crm. application. In this case, you will use the phone.
- Language: will be your preferred language
- The number of targets: is how many people will receive your text
Schedule
The schedule determines when the SMS will be sent.
At present we are only using a daily schedule for sending an SMS message, therefore you won’t be required to create new schedules in this tab.
Provider
Bboxx uses two main providers being Africa’s Talking and InfoBip, Bboxx as a provider, Bboxx mainly uses Africa’s Talking due to it being more cost-effective for the service.
You will not be required to create new providers in this tab.
The user has to select the Provider depending on the NGU being used configure eg: Rwanda uses African'sTalking Rwanda and Kenya uses African'sTalking Main Account by names.
The save to start using the campaign created.