WhatsApp/FB/IG/WeChat 全渠道消息自動化平台

Message Templates > Create Key points:1.Message Templates support variables which means that the variables can be filled by any text when sending out. The syntax will be {{1}} with the numbers. For instances, if your body messages contains two variables , it will be {{1}} , {{2}} * Variable parameters must in sequential. For example, {{1}}, {{2}}, {{3}}, {{4}} 2.Message Template contains Header, Body, Footer, and Action Buttons 3.Message Template will submit to WhatsApp review and approval, only the approved template can be used. Check the status by click Sync Button. Normally the approval time can from several minutes to days. Suggestions: 1. Create a generic message template. eg Hi {{1}} feel free to let me know if any questions. Official Guideline for creating template message https://www.facebook.com/business/help/2055875911147364?id=2129163877102343Customers Under this section, you can imagine that it is equal to contacts in a phone. Not every customer has a corresponding chatroom. Under broadcast section, the targeted customers can be filtered out by labels also. Add a single customer Provide the contact informationAdd Customers by batch There are two excel templates for importing customers by batch. The steps generally are 1) Download the excel template 2) Update / Add the customer on the excel (if empty user id , system will create a new customer. ) 3) Upload the new version of excel. Excel Templates Functions Template Description Customer Info This excel is to create customers Customer Label -This excel is to create customers and also the chatroom with labels together -Users (Agents) assignment also can be done.-Column channels, type , contact with district code cannot be empty Broadcast Broadcast only applies for the WhatsApp Channel only. Prerequisite: 1) WhatsApp API Channel 2) Message Template 3) Customers iSlash integrated with Hong Kong government do-not-call list, it not means that system will auto filter out the customers if on list. You need to use the filter to opt out customers manually if needed.The following parameters are needed. 1. Channel 2. Message Template 3. Targeted Customers list 4. Schedule Message Send Time. Recipients can be from selected customers and import an excel file on-the-fly, can you download the excel template under import tab. Advanced Dynamic Content for Template Message. If you want to send a message template with variables to customers and each of the values is different by batch. Steps:1) Select Channel 2) Select Message Template and leave the variables with blank value. 3) Select the Recipients 4) Complete the Label and Schedule Message Send Time Setting 5) Click Next Button 6) An Excel will be prompted to download. 7) Update the variables value on excel file. 8) Upload again Video Tutorial: broadcast_with_variables_by_excel_new_customer_islash.mov No-Code Chatbot No-Code chatbot is to enable auto messages which interact with customers.Trigger Condition: 1) Chatroom metadata in “or” logic of the followings • Chat ticket is closed • Chat ticket is open • Chat is unassigned • Chat is assigned • Chat is newly created • Chat with any of the following labels 2)And Keywords All Keywords / Selected Keywords 3)Schedule Chatbot function components • Send Message • Send Media • Send Sticker • Multiple Choice Question • Open Question • Spreadsheet Lookup • Payment • Label Chat • Assign Chat • Unassign Chat • Roster • Web Confirm Input • Delay • Quota Counter • API Call • Jump to Bot Video Tutorial:how_to_create_bot_101_1080p.mov bot_roster_example_1080p.mov Reorder chatbot priority The higher the position, the higher the priority Video Tutorial: reorder_bot_priority.mov Bot Variables You can save customer answer on “open question” and “multiple choice question” widget of bot flow.And finally, you can export all the entries of the bot in excel format. Example : Message Template and Chatbot Together This is a use case of broadcast WhatsApp messages to customers and trigger the chatbot auto reply. Step 1, create a template with button , and the keywords displayed on button will be the trigger keyword of the bot.Step 2, wait the message template approval from facebook. (you need to click Sync button to get the latest status) Step 3, Set up a bot the trigger condition by using the button keyword. FB / IG Campaigns This campaign function helps the Facebook or Instagram feed to work together with chatbot. For instances,-It can achieve to deliver the coupon to customer when customer leave the comment on the social post. -During the Live Streaming, when customer leave the comment / or enquiry, chatbot will send them the payment link and ask the delivery information or just simply to send a product leaflet. And finally, you can handle the follow up by messenger in team inbox! The page is similar with chatbot, the main difference is to select the targeted social post rather than message template. And the first node of the flow is recommended to use multiple choice question. (because Facebook messenger / Instagram set a interactive rules between customer and bot)Example : Calendars iSlash provides booking system management across the platform. Booking unit is associated with calendars .Calendars Types iSlash provides 2 types of calendars Basic Calendars : only allow 1 booking in a time slot for example: meeting room only be reserved for ONE meeting Calendars Plus : allow multiple bookings in the same timeslot , the calendars name with icon for example: a hair specialist can handle more than one customer in the same time slot Create CalendarsSelect the calendar type. If online booking is enabled. It means that you can send the booking invitation by link and let customer choose which timeslot. And you will be asked for defining the rules of booking. Eg; • Max Concurrent bookings numbers• Duration • Service Hour • Booking Session Booking Messages You need to set up the message for the scenarios below Booking Link Message: message will be sent to customer when system trigger a booking invitation Booking Success Message: message will be sent to customer after the booking selection is done.Public booking invitation link You can get the public invitation link under the calendar as shown below and you can share to your customer. or Create the message with booking invitation link under chatroom directly.Public booking invitation Customer can choose the timeslot based on the rules set on calendar. Step 1 Step 2Step 3View the booking and trace the chat section history Click View ChatSystem will navigate to the chat section which the moment of creating the bookingChat Commerce Settings Payment Gateway iSlash enables chat commence for your business and let you complete the payment within the chatroom directly. With integrating the payment gateway , You will no longer need to bother tracing the transaction with account department and banking clearing. System helps you to collect the money with the trusted payment gateway. iSlash integrated with Stripe ,Paypal and mPay which supports VIAS, MASTER , AE, PayPal , and also the local payment like FPS, Octopus , Payme, WeChat Pay , AliPay* by using mPay provider. *Transaction fee is depends on the Payment Gateway vendor and iSlash will not charge EXTRA transaction fee. Stripe (Stripe support :Visa/Master/AE/ApplePay/GooglePay) iSlash supports Stripe (support including Visa, Mastercard, America Express, Apple Pay and Google Pay) for payment. What is Stripe Scale faster by building your business on Stripe''s payment processing platform. APIs to accept credit cards, manage subscriptions, transfer money, run a marketplace. Transparent pricing and Easy integration. here for detail Create Stripe account Visit Stripe website. Click "Sign in" button on the top right corner.Click "Sign up" button on the bottom Input account information and click "Create Account" button.Account Verification and link up Bank Account Follow the instruction in website to upload the corresponding document to Stripe. You can link up the stripe account to your bank account afterwards. Get Stripe API key Navigate to "Developer" and select "API Keys" in menuCreate secret key Click "+ Create secret key" in Standard keys section. Input Stripe key to iSlash system Navigate to iSlash panel and select "Payment" Click "Setting" button on the top right corner Click the checkbox to enable Stripe. Then, input publishable key and secret key in Stripe Panel and Enable Store Credit card option for Stripe.And you need to setup the payment link message and payment success message for WhatsApp or other channels. *The payment URL will inject to the variable $link Paypal what is Paypal PayPal is the faster, safer way to send money, make an online payment, receive money or set up a merchant account Create your Paypal account Visit Paypal website signup the paypal account and select the business account / Individual AccountVisit the Developer of PayPal For integrating with PayPal, you need to visit https://developer.paypal.com/ and then click login and logging in by your Paypal Account. Remember to select Live Create App in Live Click create app and then input the name with selecting App Type = MerchanThen you will get the ClientID and Secret in PayPal. Important Remember to upgrade your plan to enable the Live version. The Sandbox version is only for testing Connecting Paypal to iSlash go to iSlash panel → Payment and click the setting enable the paypal and input the paypal client ID and Client secretmPay mPay supports most of the local payment method in Hong Kong. FPS, Octopus, Payme, AliPay, WeChat Pay etc. Please visit mPay website to create account.Create Products Products can be added manually , or Sync from facebook product catalog (this is for WhatsApp eShop Solution)Send payment link to customer Navigate to "Chats" Select your customer Click Payment icon A pop up window will be shown after clicking "Create" button on Payment panel. Input ordered quantity and press "Create" button at the bottom of pop up window. Once you press "Create" button, iSlash will send your message together with payment link to customer. You can check payment content by pressing "Info" button The details will be displayed.If a payment is created, a “Pending Payment” label will be attached to the chatroom automatically. If the customer complete the payment , a “Paid” label will be updated on the chatroom. Payment ListTIPS A payment widget is under the chatbot, you can create a chatbot to handle the payment. Labels Management You can add / update the labels under settings > labels FAQs You can prepare the FAQ list first and quick reply the text under chatroom. It supports both text and media.FAQ under chatroomRoster Create groups of users/agents and assign the chatroom to a specific user in a round-robin manner. Create roster user Create roster groupCreate chatbot with roster widget">