How to configure/Edit campaigns and notifications

The notifications module for each OpCos shows all the campaigns that have been created and their status.

The Admin and Back Office Management roles have access to this module.

Admin role users can view and edit campaigns and notifications.
Back Office Management role users can view campaigns and notifications.

Steps to check Notifications in Pulse:

Step 1: Click on the 9 squared dots, choose Notifications

Notifications Module

You will see a list of available campaigns with five columns:

Campaign Name
Campaign ID
Number of Notifications in the Campaign
Trigger: what initiates a notification
Status:
- Active: only active campaigns/notifications are functional.
- Inactive: inactive campaigns/notifications will not function.

Campaign Dashboard

Step 2: Pulse users can use the filter option to search for a specific campaign, and use the filter list to narrow down campaigns by selecting specific criteria to find exactly what you need.

Step 3: Pulse users can view campaign details, including the campaign name, status, and the number of notifications within the campaign.

Steps to edit a campaign in the Notifications Module:

Step 1: After Pulse users search for or select a specific campaign they wish to edit (provided they have a role that permits editing), they need to click the "Edit" button.

Step 2: Pulse users with edit permissions can modify the campaign name, status, and trigger conditions. After making all necessary changes, they should click the "Save" button.

For the campaigns that remind clients that their account will expire or has expired, and mention that they need to pay, OpCos can edit their campaign so that inactive accounts do not receive those SMS.

When "Include inactive accounts" is checked, notifications are sent to both active and inactive accounts.
When "Include inactive accounts" is unchecked, notifications are sent only to active accounts and not to inactive accounts.

Steps to create a campaign in the Notifications Module:

Step 1: On the campaign list, Pulse users can initiate the process of creating a campaign in the Notifications module by clicking the "Create Campaign" button.

Step 2: Pulse users continue the campaign creation process by filling out all required information, including the campaign name, status, trigger, and any necessary trigger conditions.

In the campaign trigger section, Pulse users can select a specific trigger for the campaign from a drop-down menu, choosing between "Schedule" and "Single."
Scheduled: It refers to a feature that enables users to schedule specific times for notifications or campaigns to be sent out. The scheduled campaigns should have all the languages which are available for customers to select as their preferred language.
Single: It refers to a trigger type that initiates a campaign based on a specific event or condition occurring just once, rather than on a recurring schedule. A one-time (Single) campaign to inform customers about updates from the payment provider and marketing campaigns, ensuring that they stay informed.

Editing trigger conditions requires the selection of specific criteria.

“Account Type” - means customers who are/are not PAYG or Upfront will only receive the notification.

“Account Status“ - means customer status who will only receive the notification.

“Control methods” - means that only customers that are/ are not offline Token, Sentinel, or Smart Solar will receive the notification.

“Days until expiry" means customers only receive that notification where they are going to have their account status changed to expire within the next X days if they do not pay (as well as all the other conditions existing in the campaign)

"Days after expiry" means customers only receive this notification when their account status has changed to expire after X days (as well as all the other conditions existing in the campaign)

"Days until default" means customers only receive that notification where they are going to have their account status changed to default within the next X days (as well as all the other conditions existing in the campaign)

"Days after default" means customers only receive this notification when their account status has changed to default after X days (as well as all the other conditions existing in the campaign)

The drop-down menu for operators will be displayed based on the selected criteria.

The final field is shown according to the selected criteria.

While creating a campaign, Pulse users can add additional filters to the trigger conditions. After configuring all the necessary trigger conditions, users should click on "Update Form."

After filling out all the required filters for campaign creation, Pulse users should click the "Save" button, and the newly created campaign will appear in the campaign list.

Steps to edit a notification in a campaign:

When Pulse users open a campaign, they can view a list of notifications associated with that campaign. The list comprises three columns:

Notification Name
Delivery Medium: In the MVP, this will include SMS.
Status: This can be either Active or Inactive.

Step 1: To view the notification, click on its name.

Step 2: Notification details will be shown; to edit the notification, click the "Edit" button.

Step 3: Pulse users can modify the notification name, change the notification status, and edit the template (Text Body).

A notification template consists of your own words combined with template tags. These tags are used for customer or account attributes that cannot be manually entered, as each customer or account has unique attributes, making it impractical to create a notification for every individual. To insert a template tag, type an opening square bracket “ [ and Pulse will provide a list of relevant tags for the selected template or notification] “

Template tags are optional; you can create a template without any tags. Tags that are not relevant to the selected notification cannot be used, as Pulse will only display the appropriate tags.
To resolve the issue of irrelevant tags, follow these steps:
1. Remove all potentially irrelevant tags from the template.
2. Save the changes.
3. Reopen the template for editing and use only the permitted tags.

Once you have completed all the desired modifications, click the "Save" button to save your changes, or the "Cancel" button to discard them.