In the Notifications section you can send automated texts and advertisement messages to your clients using different communication channels.

Working with notification templates

On the side menu click Notifications – templates. As a result the Templates page will open.

The Templates page contains a list of all notification templates that you can use to send automated texts and advertisement messages to your clients.

Creating notification templates

Click Create a notification template at the top of the page.

As a result a new page will open as shown in the image below.

To create a new notification template, do the following:

1. In the Template name field enter the name of a new template.

2. In the Message sent time section select a period of time for the system to send automated texts or advertisement messages to your clients.

3. In the Message templates by channel field select the necessary communication channel and click Add. The system will use this communication channel to send notifications to your clients. As a result the section with parameters of the selected communication channel will open.

4) To save changes click Create.

Searching for notification templates

If there are a lot of templates on the list, you can filter records you need or search for the necessary record by a template ID or template name.

For this enter the necessary value in the search field at the top of the page.

The search results will be displayed automatically.

To delete the specified values use the Clear button.

Editing notification template

If you need to change notification parameters (for example, change the message text or add an additional communication channel), you can edit the notification template.

For this select the necessary template on the list and click .

As a result a new page for editing the template will open.

Steps for editing a notification template are similar to those described in this section.

Deleting notification templates

If you do not use a certain notification template, you can delete it.

For this select the necessary template on the list and click .

As a result the selected notification will be deleted.

Sending notifications

On the side menu select  Notifications – Send notification. As a result the Send notification page will open.

To send notifications to clients, do the following:

1. In the Select template field select the necessary notification template that the system will use to send notifications to your clients.
2. Click New recipient and enter the following contact information:

• External ID – recipient ID used in an external CRM system.
• Phone – recipient's phone number. The system will use this phone number to send notifications via all communication channels except for email.
• Email –  recipient's email address for sending notifications by email

     3. In the Variables section enter variable names and their values that are used in the message text. Variables can only be used when you send notifications in Viber and as SMS.

    4. To send notifications click Send.

Working with notification tasks

On the side menu click Notifications – Tasks for notifications. As a result a page will open with a list of notification tasks. 

Searching for notification tasks

If there are a lot of notification tasks on the list, you can filter records you need or search for the necessary record by a task name or creation date.

For this use the search fields at the top of the page. 

To search for notification tasks by name enter the necessary value in the first field.

To search for notification tasks by creation date enter the necessary value in the second field.

Results are displayed automatically.

To delete specified values use the Clear button.

Filtering notification tasks by category

On the Task for notifications page you can filter notification tasks by the following categories:

• During – notification tasks that are currently in progress
  
• Created – all created notification tasks that are scheduled for execution
  
• Paused – notification tasks that are on pause
  
• Completed – all completed notification tasks

To filter notification tasks by category use the buttons located at the top right corner of the page.

Creating a new notification task

On the Task for notifications page click Add new message sending task.

As a result the Add new message sending task dialog window will open.

To create a new notification task, do the following:

1. In the Task name field enter a name for a new notification task.                                                                                                          

      2. Click the Browse button and select the necessary template for the notification task. The template is stored as an Excel file.

       3. In the Time limiter for sending text messages field select a period of time for the system to send notifications.

       4. To save changes click Create.

As a result a new notification task will appear on the list.

Editing notification tasks

To edit a notification task click in the line for the necessary record.

As a result the Change new message sending task dialog window will open.

Steps for editing a notification task are similar to those described in this section.

Deleting notification tasks

If you do not use a certain notification task, you can delete it.

For this select the necessary record on the list and click .

As a result the selected notification task will be deleted.

Viewing information about notifications sent using Twin API

On the side menu click Notifications – Check phones (HLR). As a result the Check phones (HLR) page will open.

This page contains information about all notifications that were sent to clients using Twin API. 

The page contains the following information:

• Client phone number
  
• Delivery status
• Creation date and time
  
• Cost

Searching for notifications sent using Twin API

If there are a lot of records on the list, you can filter records you need or search for the necessary record by a phone number or creation date and time.

For this enter the necessary value in the search fields at the top of the page.

To search for records by a phone number enter the necessary number or its part in the first search filed.

To search for records by time select the necessary period of time in the second search filed.

Search results are displayed automatically.

To delete specified values use the Clear button.

Viewing information about notifications sent using different communication channels

On the side menu click Notifications – Notification history. As a result the Notification history page will open.

This page contains a list of records with the following information:

• Id – notification ID
• Recipient – recipient's phone number
• Status – delivery status
• Channel – communication channel that was used to send a notification
• Short link clicks – number of times clients clicked links in the message
  
• Tracks – number of tracks for notifications by email
  
• Created – date and time when a notification was created
• Sent – date and time when notification was sent
• Delivered – date and time when notification was delivered

With control elements at the top of the page you can filter and search for notifications.

Using the Search field you can search for notifications by a recipient's phone number and the communication channel that was used to send notifications.

In the next field you can set the necessary period for the system to display notifications.

In the All channels field you can select the communication channel that the system used to send notifications.

In the All statuses field you can select the necessary delivery status. The following statuses are available:

• All statuses – all notifications are displayed.
• Created – notifications that were created but not yet sent to clients.
• Pending – notifications that the system is trying to send to clients.
• Delivered – notifications that were delivered to clients.
• Undelivered - notifications that were not delivered to clients due to an error.
• Canceled  –  notifications that were canceled by the user.
• Error – notifications that generated an error when the system attempted to send them (for example, a technical error that occurred due to a mobile network failure).

• Delayed – notifications that will be sent within the time period specified in the notification template.

• Created, optional – notifications that were created but were not sent. These notifications have the Required checkbox selected.

• Omitted, optional – notifications that were not delivered via the specified communication channel (for example, Viber) due to technical problems. The system used an alternative communication channel to send these notifications (for example, SMS).

To view information about a sent notification select the necessary record on the list and click .

As a result the following dialog box will open.

Creating reports

Creating a report for notifications sent using different communication channels

On the Notification history page you can create reports with detailed information about all notifications that you sent to your clients.

Use the filter at the top of the page to select the communication channel and choose the necessary period of time.

To create a report click Export.

As a result the system wil generate the report.

When the report is generated, you can download it from the Reports page.

The report contains the following information:

• Message identifier – unique identifier of the message.
• Bulk identifier – unique identifier for a batch of messages. Associated with every message in the batch.
• Group identifier – unique identifier for a batch of messages. The system uses this parameter to group notifications.
  
• Message flow identifier – unique identifier for a batch of messages that prevents messages from being sent to the same channel. Associated with every message in the batch.
• Message delivery status – delivery status. The following statuses are available:
  
  • DELIVERED – notification was processed and delivered to the recipient.
  • UNDELIVERED – notification was sent but not delivered to the recipient.
  • PENDING – notification was sent to the recipient but the delivery report was not received.
  • PAUSED – notification was successfully processed but was not sent.
  • READ – notification was read.
  • ERROR – error occurred while sending the notification.
  • CREATED – notification was created but was not sent.
  • SENT – notification was accepted for sending.
  • QUEUED – notification that is in the queue.
  • SKIPPED – notification from the queue that was not delivered.
  • CANCELED – canceled notification.
  • DELAYED – a notification from the queue that will be sent soon.
• Status description – status of the notification.
• Messaging channel – communication channel that the system used to send the notification.
• Sender – the sender name.

• Recipient – client phone number that the system used to send the notification.
• Message body – notification text.
• Message fee – price for sending the notification to a client.
• Mobile network operator – mobile network carrier that the system used to send the notification.

• Message template identifier – ID of the notification template that was used to send the notification.
• Message template name – name of the notification template that was used to send the notification.
• Variables – variables that are used in the message text.
• Message part count – before the system sends a notification, it divides it into several parts. The price for sending a notification is calculated with regard to the number of these parts.
• Count of message views and clicks Email – number of views and clicks for the notification by email
• Short link – shortened link displayed in the message text.
• Short link count clicks – how many times the client clicked the link.

• Date of the message registration in the system – date and time when the notification was created.
• Sending date – date and time when the notification was sent.
• Delivery date – date and time when the notification was delivered.
• Date of the start sending (for DELAYED messages) – date and time when the system started to send the scheduled notification.
• Delivery expiration date – date and time when the delivery of the notification ends.

Creating a report for notifications sent using Twin API

On the Check phones (HLR) page you can create reports with information about all notifications that you sent to clients using Twin API.

Use the filter at the top of the page to specify the phone number and select the necessary period of time.

To create a report click Export.

As a result the system wil generate the report that contains all displayed information.

When the report is generated, you can download it from the Reports page.

The generated report contains the following information:

• Identifier check – unique ID
• Check status – message delivery status
• Status decription – description of message delivery status
  
• Phone – client phone number
  
• Check date  – sent date
  
• Check price – price

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