Generic Template
These templates are system provided templates which are not editable, but users can make changes once the template is selected and loaded in the message user can make changes according to business needs by adding dynamic placeholders and personalized images and GIFs. Once the changes are done according to the business needs the message can…
User Templates
System saves the user defined/composed messages under this section. Users can access these templates during the campaign creation. Users can add new user templates by clicking the Add new button at the top right corner of the template section, and select the category where the user wants to save the template. After selecting the category…
Agency Templates
Agency owners can compose/create new templates which can be used only by the users of that agency. Templates created will have the same capabilities just like user templates with the only restriction that agency users can not make changes to the templates. This section is also divided into following categories. Sales Marketing Recruitment PR Outreach…
Saved Replies
System provides a time saving functionality for its users to save a set of common messages in the system that the user can send to the prospects often. Under the personalize section is the saved replies section where users can manage their saved replies. Users can search in already saved replies and create new ones…
Placeholders
This section allows the user to manage their placeholders for the personalization of message composing and templates. Every placeholder has a key and a value which users can either upload in bulk in CSV format or create one by one manually. When every user needs to put some text repeatedly and has to type again…
Tags
Users can mark prospects as per their need and can later use that marking for classification purposes. System has provided predefined tags but users add more tags as per their business requirements. Users can click on the add tag and the new tag will add to the section where the user needs to provide a…