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Template Creator > Letter Sample

Posted on by wikiagent

Letter Templates let you store frequently used letters in a single, reusable format. Once created, the same letter template can be used in system to ensure consistent wording and style.
You can use Letter Templates in (Base on the access rights):

  • Case > Print Letters
  • Case > Send Email

Create Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. Click on ‘Create Template Creator’ icon from the Top Right side of the list.
  8. It will open page to create new letter template
  9. To create new letter template, enter the following details:

    1. Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
    2. Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
    3. Usage: Option to select Public/Private. (Default will be Public).
      1. Public: Visible to anyone with access.
      2. Private: Visible only to the creator.
    4. Description: Optional explanation of the template’s purpose.
    5. Content: Write or paste the letter text. A rich-text editor appears when you click in the box. Use placeholders from the panel on the right to insert dynamic data—place the cursor where the value should appear, then click the required field.
    6. Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
    7. Click Save. The template is now listed and ready for use.

Update Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. From the list click on Edit (
    ) icon from the Action column for the letter you want to edit/change
  8. It will open the selected letter in edit mode.
  9. You can make the require edit in the below fields values of the open letter templates
    1. Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
    2. Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
    3. Usage: Option to select Public/Private. (Default will be Public).
      1. Public: Visible to anyone with access.
      2. Private: Visible only to the creator.
    4. Description: Optional explanation of the template’s purpose.
    5. Content: Write or paste the letter text. A rich-text editor appears when you click in the box. Use placeholders from the panel on the right to insert dynamic data—place the cursor where the value should appear, then click the required field.
    6. Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
    7. Click Save. The template is now updated and ready for use.

Delete Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. From the list click on Delete (
    ) icon from the Action column for the letter you want to delete.
  8. It will ask for confirmation in popup, click on Delete button to delete letter otherwise click on Close button.
  9. Important: If the template is referenced elsewhere (for example, in a Trigger), deletion is blocked until those references are removed.

Multi-product tip

If your login has access to multiple products, be sure to select the correct product from the product icons in the top-right corner before creating, editing, or deleting templates.

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Template Creator > Letter

Posted on by wikiagent

The Letter Template tool is used to create templates for quick letter sending.

The following are the steps for creating letter templates:

1. Navigate to the ‘TOOLS’ tab. The Tools tab will open with the ‘Template Creator’ tab displayed by default. Click to Expand

2. The user will see the ‘Tools – Template Creator’ with four different tabs: Email, Letter, SMS, and WhatsApp.

3. The ‘Email’ tab opens by default in the Document Editor, displaying a list of existing email templates along with details.

4. Click on the ‘Letter’ tab. Click to Expand

5. By clicking on the ‘Letter’ tab, a new list will open and display a list of existing letter templates, with details including Template Name, Category, Usage, Created By, Created Date and Action. Click to Expand

6. Click on the ‘Create Letter Template’ icon to create a new letter template. Click to Expand

7. A pop-up window will open with fields for Template Name, Template Category, Subject, Usage (default selected as Public), Description and Content. Click to Expand

8. Fill in the fields to create an Letter template. Also, on the right-hand side, there is a list of fields that will fetch details for the message. Search for field names to use in the templates. Double-clicking on the field will add it to the content area. For example, users can include fields such as FirstNameLastName and Date. Click to Expand

9. At the bottom, there is a dropdown menu with the names of associates and three buttons: Preview, Save, and Cancel. Click to Expand

10. Select an associate’s name from the dropdown menu. Click to Expand

11. Click on the ‘Preview’ button. Click to Expand

12. A pop-up window will open, displaying the template details in preview mode. Click the ‘Cancel’ button to close it. Click to Expand

13. Click the ‘Save’ button. Click to Expand

14. A confirmation message will appear, and the user will find the newly created template in the list. Click to Expand

15. Click the ‘Edit’ option to modify the created template. Click to Expand

16. A pop-up window will open, allowing the user to update details of the template. Click to Expand

17. Click the ‘Edit’ option to modify the created template. Click to Expand

18. A pop-up window will open, allowing the user to update any details related to the template. Click to Expand

19. Update details to edit the template. For example, we have added ‘Salutation’. Click on ‘Save’ button. Click to Expand

20. A confirmation message will appear that the template has been updated, and the list will show the updated ‘Usage’ field value. Click to Expand

21. Select the ‘Delete’ option to remove the template from the list if it is no longer needed. Click to Expand

22. Select the ‘Delete’ option in the confirmation message to proceed with removing the template from the list. Click to Expand

23. After clicking on the Delete button, a confirmation message will appear, indicating that the template has been deleted and is no longer available in the list. Click to Expand

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Import

Posted on by wikiagent

Import – Import files containing specific data in CSV format with delimiters, which will then be displayed in the CASES list.

The following are the steps to use the Import feature:
1. Check the total number of cases before importing the data in the ‘Specific SFA – Cases List’.
For example, here we are importing data into “App Completed – Awaiting Signature” SFA.

    2. Navigate to the ‘TOOLS’ tab.

    3. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    4. Click on ‘Import’ in the left-side panel.

    5. A new page titled ‘Tools – Life – Import’ will open, featuring the ‘Import’ tab with three steps to complete the process: Upload CSV, Map Fields, and Review & Import.
    6. Fields marked with an asterisk (*) are mandatory to import data.

    7. Click the ‘Choose File’ option to select and import the new file.

    8. Import the file. For example, the import file named Awaiting Signature, which contains data for fifteen customers up for signature.

    9. There will be a dropdown menu to select the delimiter used in the file format fields.

    10. Select a delimiter. For example, select a comma (‘,’), which will use a comma delimiter between fields.
    11. After that click the ‘Import’ button to proceed to the next step: ‘Map Field’.

    12. The ‘Map Fields’ page will open, featuring fields to configure including Import Type, SFA Folder, Header Row, Trigger, and Field Mapping.
    13. Fields marked with an asterisk (*) are mandatory to select.

    14. Enter the details to map the fields.
    15. Click Next to proceed to ‘Review & Import’. Click ‘Back’ if the user needs to update details from the previous step.
    16. Users can uncheck the specific field(s) if they don’t want to import.

    17. The ‘Review & Import’ page will open, displaying a message indicating how many records will be imported and how many records have issues if any. For example, if there are no issues with the selected file’s field mapping or format, this will be noted.
    18. Click ‘Import Data’ to proceed. Click ‘Back’ if users need to update details from the previous steps.

    19. A confirmation message will appear, indicating that the records have been imported. Users can view them in the ‘CASES’ tab.

    20. Check the total number of cases in the ‘Cases List – App Completed – Awaiting Signature’, it should have increased by 45, totaling 31.

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    Template Creator > Email

    Posted on by wikiagent

    Create templates to streamline and expedite email sending. These email templates can be used when sending any email from the system.

    The following are the steps for creating email templates:

    1. Navigate to the ‘TOOLS’ tab. The Tools tab will open with the Template Creator tab displayed by default.

    2. Users will see the ‘Tools – Template Creator’ with four different tabs: Email, Letter, SMS, and WhatsApp.

    3. The ‘Email’ tab opens by default in the Template Creator, displaying a list of existing email templates with details including Template Name, Category, Usage, Created By, Create Date and Action.

    4. Click on the ‘Create Email Template’ icon to begin creating a new email template.

    5. Click on the ‘Create Email Template’ icon to begin creating a new email template.

    6. Fill in the fields. Fields with an asterisk are mandatory.

    7. On the right-hand side, there is a list of fields that will fetch details for the selected user. Search for field names from the list to use in the templates. Double-clicking on the field will add them to the content. For example, users can include fields such as Date, Salutation, and FirstLast for mapping.

    8. Users can apply formatting effects to specific text in the content editor, such as font styles, size, and headings. For example, use Bold for the Date, salutation, name fields, and the text ‘Good News!’ and phone number.

    9. At the bottom, there is a dropdown menu with the names of the associates and three available buttons: Preview, Save, and Cancel.

    10. Select an associate’s name from the ‘Name’ dropdown menu.

    11. Click the ‘Preview’ button.

    12. A pop-up window will open, showing the template details in preview mode. Click the ‘Cancel’ button to close it.

    13. Click the ‘Save’ button.

    14. A confirmation message will appear that the template is saved, and the user will find the newly created template and its details in the list.

    15. Click on the ‘View’ icon to view the existing Template.

    16. A pop-up window will open, where the user can view the details of the template in read-only.

    17. Click the ‘Edit’ option to modify the created template.

    18. A pop-up window will open, allowing the user to update details of the template.

    19. For example, we have added ‘Last Name’. Click on the ‘Save’ button.

    20. A confirmation message will appear showing Email Template updated successfully.

    21. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

    22. Select the ‘Delete’ option in the confirmation message to proceed with removing the template from the list.

    23. After clicking on the Delete button, a confirmation message will appear, and the template is no longer available in the list.

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    Export

    Posted on by wikiagent

    Export – The Export feature is used to export files with specific data in CSV, XML, and JSON formats.

    The following are the steps for Export data:

    1. Navigate to the ‘Tools’ tab.

    2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    3. Click on ‘Export’ from the left-side menu.

    4. A new page titled ‘Tools – Life – Export’ will open with the ‘Export’ tab, which has fields for exporting a file with dates, SFA Folder, and format selected.
    5. Fields marked with an asterisk (*) are mandatory to select.

    6. Select ‘From Date’ and ‘To Date’ for the date range. The range can only be a maximum of 31 days.
    For example, we have selected dates from 11/01/2024 to 11/30/2024.

    7. Select the SFA Folder to export the file with data.
    For example, we have selected SFA as ‘Lead Received’.

    8. Click on the three-dot button to select fields.

    9. A pop-up window titled ‘Export – Select Fields’ will open.

    10. Click on the down arrow to reveal the fields for selection. The fields will be listed in sections such as Personal Information, Contact Information, Employment Information, Policy Information, Other Policy Information, Medical History, Other Information, Disability, Health Policy, Owner & Payor, RSA Information, Horizon Agent Journey, and Health Policy Information.
    11. Additionally, the user can search for field names based on their requirements, and the system will display the corresponding results.

    12. Select the field names whose data the user needs to export in the file.
    For example, the user might choose First Name, Last Name, Date of Birth, Place of Birth, SSN, Gender, Marital Status and Driving License No from the Personal Information section. Additionally, the user could select Email, Address1, City, State and Zipcode from the Contact Information section.
    13. Click ‘Next’ to proceed.

    14. Clicking on ‘Next’ opens a new page listing the selected fields.

    15. The user can change the sequence of the fields list using the six dots.
    For example, we have set Place of Birth and Gender after the Date of Birth field.

    16. Click on the ‘Save’ button to proceed. If changes to the field selection are required, click on the ‘Back’ button.

    17. There are three available formats for exporting the file: CSV, XML, and JSON. Select the desired format and click the ‘Export’ button to proceed.
    For example, you might choose the CSV format.

    18. A confirmation message will appear, stating that the data has been exported. The file will be exported and saved in a temporary location.

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    Address Book

    Posted on by wikiagent

    Address Book –The Address Book feature consolidates general, business, and personal details of customers in one place.

    The following are the steps to save data in the Address Book:

    1. Navigate to the ‘Tools’ tab.

    2. Click on ‘Address Book’ from the left-side menu.

    3. A new page titled ‘Tools – Address Book’ will open, displaying the existing contacts under the ‘Address Book’ tab.

    4. Click the ‘Add New Contact’ icon to add a new contact.

    5. A pop-up window titled ‘Add New Contact’ will open, displaying fields including General Information, Business Information, and Personal Information.
    6. Fields marked with an asterisk (*) are mandatory.

    7. Fill in the details and click the ‘Save’ button to proceed.

    8. A confirmation message will appear, and the newly added contact will be included in the list.

    9. Click the ‘View’ icon to open the contact details.

    10. A pop-up window will open the contact in view mode, displaying the contact’s General Information, Business Information, and Personal Information. Click the ‘Cancel’ button to close the window.

    11. Click the ‘Edit’ icon to update the contact details.

    12. A pop-up window will open, allowing you to update the information.

    13. Make the necessary updates. For example, change the Availability field from Public to Private. Click the ‘Save’ button to proceed.

    14. A confirmation message will appear, indicating that the Address Book has been updated for the selected contact.

    15. Click the ‘Favorite’ icon to add the contact to your Favorites list.

    16. A confirmation message will appear indicating that the Address Book has been updated for the selected contact.

    17. The contact that was added to favorites will also appear in the favorites list.

    18. Click the ‘Delete’ icon to remove the contact details.

    19. A confirmation pop-up will appear, asking if you want to delete the contact. Click the ‘Delete’ button to confirm.

    20. A confirmation message will appear indicating that the contact has been deleted.

    21. Select an option from the Display Settings to change the number of contacts shown per page, based on the total number of contacts available. After selecting a Display option, the system will show contacts and pagination according to the chosen setting. For example, if you select 20 contacts per page, the system will display 20 contacts per page and paginate the data accordingly.

    22. Click the ‘Quick Search’ icon to find a contact in the list.

    23. Type the name or email of the contact you need to search for.
    For example, search for contacts with ‘Robin’ in their name or email address.

    24. Click on a letter to find contacts whose names start with that letter.

    25. Click on ‘D’ and contacts with names that start with ‘D’ will be displayed.

    26. Click the favorite icon to view the contacts in your Favorites list.

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    Reports > Transactional History

    Posted on by wikiagent

    Transactional History is a list of users’ tasks filtered by date and task type.

    The following are the steps to generate the report for Transactional History:

    1. Navigate to the ‘TOOLS’ tab..

    2. Click on ‘Reports’ in the left-side menu, then select the ‘Transactional History’ option from the list of reports.

    3. By clicking on Transactional History a new page titled ‘Tools – Life – Reports – Transactional History’ will open. This page will provide dropdown menus to select users and tasks by date.

    4. Select a user from the dropdown menu to generate and view their ‘Transactional History’ details.

    5. The ‘Tasks’ dropdown includes options such as Notes, Send Mail, Scanned Documents, and Flow History. Select the desired option from the dropdown menu. Users can choose either a single option to view or select ‘All’ to view the history for all categories together. For example, the ‘All’ option is selected from the dropdown menu.

    6. Select the desired date range for the data to be listed, and then click on ‘View List’ to proceed.

    7. It will display the transactional history details for the selected task(s) within the specified date range for the chosen user.

    8. Click on the ‘View’ option next to the task for which the user wants to see details.

    9. A new pop-up window will open to display the details of that selected transactional history. Click the ‘Close’ button to exit.

    10. Choose an option from the display settings at the bottom to specify the number of records to show per page, based on the total number of available records. After selecting the Display option, the system will present the records and pagination based on the chosen setting. For example, if the user selects 50 cases per page, the system will display 50 web resources per page, with the data distributed accordingly.

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    Web Resource

    Posted on by wikiagent

    The Web Resource feature allows users to create a comprehensive list of web resources and save important URLs in the system.

    The following are the steps to manage Web Resources:

    1. Navigate to the ‘Tools’ tab.

    2. Click on ‘Web Resource’ in the left-side menu.

    3. The ‘Tools – Web Resource’ page will open, displaying existing web resources with details such as Name, URL, Available, Created By, Create Date, Status and Action.

    4. Click the ‘Add Web Resource’ icon to add a new web resource.

    5. After clicking on the ‘Add Web Resource’ icon, a pop-up window ‘Add Web Resource’ will open.

    6. Fill in the details for the Web Resource, including Name, URL, Availability and Status, then click the ‘Save’ button.

    7. A confirmation message will be generated, and a new web resource will appear in the list.

    8. Click on the URL of the newly created web resource to check if it is working properly. For example, click on the URL for the ‘AOLOSYS Associate Site’.

    9. After clicking on the URL, the system will redirect the user to the URL of the selected web resource.

    10. Navigate to the ‘Tools’ tab again and click on the ‘Web Resource’ option to go back to the web resources page.

    11. Click on the ‘Print’ icon to print the web resources.

    12. After clicking on Print, a popup page will open displaying the current page data and various print options.
    a. Select the print option from the ‘Destination’ field and click on the ‘Print’ button.

    b. Select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button to save the file to the required location. The file will be saved at a temporary location.

    13. Click on the ‘Export’ icon to export web resources.

    14. Upon licking Export, export’s pop-up window will open, and you can select the ‘Period’ to export data from.
    There are four options available:
    a. Last 10 days – This option is used to export data from the last 10 days.
    b. Last 30 days – This option is used to export records from the past 30 days.
    c. Current month – This option is used to export records for the Current Month.
    d. Date Range – This option is used to export records for the selected date range within 90 days.

    15. Select a period as per the requirement and click on ‘Export’ button.

    16. Records will be exported according to the selected option, and the CSV file will be saved in the designated location.

    17. To update the details of the web resources, click on the ‘Edit’ icon.

    18. ‘Edit Web Resource’ pop-up window will open. Make the changes and click on the save button.

    19. A confirmation message will appear indicating ‘Web Resource updated successfully.’

    20. By using the ‘Delete’ icon, the user can remove the web resource. Select the ‘Delete’ button to remove them.

    21. Select the ‘Delete’ option from the confirmation message asking to delete the web resources.

    22. A confirmation message will appear confirming that the web resource has been deleted successfully, and it will be removed from the list.

    23. Select the option from the Display settings to specify the number of records per page based on the total number of records available. After selecting the Display option, the system will present web resources and pagination based on the chosen setting. For example, if the user selects 10 web resources per page, the system will display 10 web resources per page, with the data distributed accordingly.

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    Reports > Enhance Report

    Posted on by wikiagent

    The Enhance Report allows users to create and manage reports within the system, enabling easy review and updates at any time.

    The following are the steps to manage the Enhance Report:
    1. Navigate to the ‘TOOLS’ tab and select Reports from the left-side panel.

    2. A pop-up window will open. Click on Enhance Report.

    3. The Enhance Report page will load, displaying a list of existing reports, including columns for Report Name, Description, Report Type, Updated Date, Created By, and Action.

    4. To create a new Enhance Report, click the ‘Add Report’ icon.

    5. A new pop-up window will appear with fields for the Add Report page, including Name, Availability, and Description. The Save & Next and Cancel buttons are located at the bottom. The remaining page will be greyed out.
    6. Fields marked with an asterisk (*) are mandatory, such as Name.
    7. The Description field allows for up to 500 characters.

    8. Fill in the required fields and click ‘Save & Next’ to save the report and proceed to the next step.

    9. A confirmation message will appear indicating the report has been added. The newly created report will be displayed in the list.

    10. The system will then redirect you to the Display Fields page.

    11. From the Available Columns on the left, select the fields you want to include in the report. The selected fields will appear in the Selected Columns List on the right. Click Save & Next to continue or click Back to make changes.
    12. A minimum of 1 field and a maximum of 25 fields can be added.

    13. The next page, Set Criteria, will open.

    14. Add the criteria for the report and click Save & Next to proceed, or click Back to modify any previous selections.

    15. The Group By page will open next.

    16. Select a field by which you want to group the data. Click Save & Next to continue or Back to update any previous steps.

    17. The Order By page will open.

    18. Choose a field to sort the data by. Click Save & Next to move on or Back to make changes.

    19. A confirmation message will appear confirming the report has been successfully created, and it will be available in the report list.

    20. Each report in the list will have three option:
    a. View
    b. Edit
    c. Delete

    21. To view the report, click on the View icon.

    22. When viewing the report, note the following:
    a. Only the first 500 records will be displayed on the screen, but when you export the report, all records will be included in the CSV file.
    b. The Group By field(s) will appear as a new column at the end of the exported file.

    23. While viewing the report, you have the following options:
    a. Export
    b. Print
    c. Close

    24. Click Export to download the data in CSV format. A message will confirm the report has been successfully exported, and the CSV file will be saved to a temporary location.

    25. Click Print to print the report.

    26. A pop-up window will open showing the current page data with various print options. Select Save as PDF from the Destination field and click Save to save the file to a location of your choice.

    27. To close the report, click the Close icon in the top-right corner.

    28. To edit the report, click the Edit icon.

    29. The report will open in edit mode.

    30. The user can make changes to any part of the report. For example, to add a Mobile field, go to the Display Fields page, select the Mobile field, and save the report.

    31. Changes are saved, and a confirmation message will appear.

    32. To view the changes, open the report by clicking the View icon.

    33. If the report is no longer needed, click the Delete icon to remove it.

    34. A confirmation pop-up will appear. Click Delete to confirm.

    35. A confirmation message will appear, indicating the report has been deleted and is no longer available in the list.

    36. The user can adjust how many reports appear per page using the Display dropdown at the bottom, and the pagination will update accordingly, allowing you to navigate easily between pages.

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    Manage Subscriptions > WhatsApp

    Posted on by wikiagent

    The ‘Manage Subscription for WhatsApp’ option allows users to control their WhatsApp message preferences, including subscribing or unsubscribing from notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted WhatsApp messages.

    The following are the steps to manage WhatsApp Subscriptions:

    1. Navigate to the ‘TOOLS’ tab. Click on Manage Subscriptions from the left side panel.

    2. The user will be directed to the ‘Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. Click on the ‘WhatsApp’ tab.

    4. The WhatsApp – Manage Subscription page will open, displaying a list of existing WhatsApp Subscriptions, including the From Number, To Number, Status, Type, Status Date, Created By, and Action fields.
    5. There are four options for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    6. Click on the ‘Add WhatsApp unsubscribe’ icon in the top-right corner to add a new phone number to the WhatsApp unsubscribe list.

    7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
    8. Fields marked with an asterisk (*) are mandatory.
    9. The user can enter up to 500 characters in the Description field.

    10. Fill in the fields and click on the ‘Save’ button to add the phone number to the WhatsApp subscriptions list.

    11. A confirmation message will appear and the user will see the phone number and its details in the list.

    12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

    13. By clicking on the search icon, it will expand. Enter the keyword and click on the search icon again. For example, search for ‘9858645859,’ which is a phone number.

    • The User can use From Number, To Number, Status, and Type as keywords.
    • A minimum of 3 characters are needed to search.

    14. The search result will display. To restore the page to its original view, click the ‘Cancel’ button.

    15. The page will return to its default state.

    16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of unsubscribed phone number in the WhatsApp subscription list.

    17. A pop-up window will open where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed WhatsApp phone number.

    19. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed WhatsApp.

    20. Update the details to modify the subscription. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click on the ‘Save’ button.

    21. A confirmation message will appear indicating that the subscription has been updated, and the phone no. has been removed from the unsubscribed list.

    22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

    23. A new page will open displaying the history of the Unsubscribe List.  Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

    24. The detailed history will be displayed. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    27. A confirmation message will appear, indicating that the subscription has been deleted and is no longer available on the list.

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    Manage Subscriptions > SMS

    Posted on by wikiagent

    The ‘Manage Subscription for SMS’ option allows users to control their SMS preferences, including subscribing or unsubscribing from SMS notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted SMS messages.

    The following are the steps to manage the SMS Subscriptions:
    1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

    2. The user will be directed to the ‘Tools – Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. Click on the ‘SMS’ tab.

    4. The ‘SMS – Manage Subscription’ page will open, displaying a list of existing SMS Subscriptions. The list includes the following fields: From Number, To Number, Status, Type, Status Date, Created By, and Action.
    5. There are four options for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    6. Click on the ‘Add SMS Unsubscribe’ icon in the top-right corner to add a new phone number to the SMS unsubscribe list.

    7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
    8. Fields marked with an asterisk (*) are mandatory.
    9. The user can enter up to 500 characters in the Description field.

    10. Fill in the fields and click on the ‘Save’ button to add the phone number to the SMS unsubscribe list.

    11. A confirmation message will appear once the phone number is successfully added to the SMS unsubscribe list, and the user will see the phone number and its details in the list.

    12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

    13. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, search for ‘9858645859,’ which is a phone number.
    • The User can use From Number, To Number, Status and Type as keywords.
    • A minimum of 3 characters are needed to search.

    14. The search results will be displayed. To restore the page to its original view, click the ‘Cancel’ button.

    15. The page will return to its default state.

    16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed phone number in the SMS subscription list.

    17. A pop-up window will open where the fields are read-only, and the user can not make any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed phone number.

    19. A pop-up window will open.

    20. Update user is able to update the status or Description of the unsubscribed SMS. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

    21. A confirmation message will appear and the phone number has been removed from the unsubscribed list.

    22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the subscription history.

    23. A new page will open displaying the history of the Unsubscribe List. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view detailed history.

    24. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    27. A confirmation message will appear, and the subscription is no longer available on the list.

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    Manage Subscriptions > Email

    Posted on by wikiagent

    The ‘Manage Subscription for Email’ option allows users to control their email preferences, including subscribing to or unsubscribing from email notifications. This functionality is primarily used to manage email addresses on the unsubscribe list, ensuring that users no longer receive unwanted emails from the selected categories.

    The following are the steps to manage the Email Subscriptions:
    1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

    2. The user will be directed to the ‘Manage Subscriptions’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. By default, the Manage Subscriptions page will open with the Email tab selected, displaying a list of existing Email Subscriptions, along with columns: Email, Email Category, Status, Type, Status Date, Created By, and Action.
    4. There are four options in ‘Action’ for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    5. Click on the ‘Add Email Unsubscribe’ icon in the top-right corner to add a new email address to the subscription list.

    6. A pop-up window will open with fields for Email, Unsubscribe, Description, Email Category, and options Save and Cancel at the bottom.
    7. Fields marked with an asterisk (*) are mandatory.
    8. The user can enter up to 500 characters in the Description field.

    9. Fill in the fields and click the ‘Save’ button to add the required email to the unsubscribe list.

    10. A confirmation message will appear and the newly added email address and its details will appear in the list.

    11. The user can find the subscription using the search functionality. Click on the second-to-last icon in the top-right corner.

    12. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, we are searching for the word ‘poonam’, which is in the email address.
    • The user can use Email Address, Email Category, Status, and Type as keywords.
    • A minimum of 3 characters is required to perform a search.

    13. The search results will be displayed. Click the ‘Cancel’ button to restore the page to its original view.

    14. The page will return to its default state.

    15. Click on the ‘View’ icon, in the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed email addresses.

    16. A pop-up window will appear where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    17. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the unsubscribed details.

    18. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed email.

    19. Update the details as needed. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

    20. A confirmation message will appear and the email has been removed from the unsubscribed list.

    21. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

    22. A new page will open with the history of the Unsubscribe List, showing the Updated By, Updated Date, IP Address, and Updated Count. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

    23. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    24. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    25. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    26. A confirmation message will appear and the subscription is no longer available on the list.

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    Template Creator > WhatsApp

    Posted on by wikiagent

    WhatsApp – The WhatsApp template creator streamlines and accelerates the process of sending WhatsApp messages using pre-designed templates. These templates can be easily accessed to send WhatsApp messages through the system.


    The following are the steps for managing WhatsApp message template:

    1. Navigate to the ‘TOOLS’ tab.

    2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    3. Click on the ‘WhatsApp’ tab, which will display a list of existing WhatsApp templates along with details such as Template Name, Category, Template ID, Language, Template Type, Approval Status, Usage, Created By, Create Date and Action.

    4. Click on the ‘Create WhatsApp Template’ icon to begin creating a new WhatsApp template.

    5. A pop-up window will appear with fields for Template Name, Language, WhatsApp Category, Template Type, Template Category, Usage (defaulted to ‘Public’), Template Header, Template Body and Template Footer. At the bottom, there will be options to Save, Save And Submit for Approval, and Cancel.
    6. Fields marked with an asterisk (*) are mandatory.
    7. The length of the Template Body is 1600 characters.

    8. Fill in the fields.
    9. On the right-hand side, there is a list of fields that will fetch details for the selected user.
    10. Users can click on fields or search from the list to use in the template.
    11. Double-clicking on the selected field will add them to the content area.
    For example, users can include fields such as Date, Salutation, and FirstNameLastName.

    12. Click the ‘Save’ button to save the template.

    13. A confirmation message will appear once the template is created, and the user will find the newly created template and its details in the list.

    14. Click on the ‘View’ icon to view the existing Template.

    15. A pop-up window will open, where the user can view the details of the template in read-only.

    16. Click on the ‘Edit’ option to modify the template.

    17. A pop-up window will appear, allowing the user to update details of the template.

    18. After making the changes, click the ‘Save’ button.

    19. A confirmation message will appear indicating that the template has been updated.

    20. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

    21. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list

    22. A confirmation message will appear, indicating that the template has been deleted and is no longer available.

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    Template Creator > SMS

    Posted on by wikiagent

    SMS – SMS templates is used to simplify and speed up the process of sending messages. These templates can be utilized for any SMS sent through the system.

    The following are the steps for creating SMS templates:

    1. Navigate to the ‘TOOLS’ tab.

    2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    3. Click on the ‘SMS’ tab. A list of existing SMS templates will display details including Template Name, Category, Usage, Created By, Create Date and Action.

    4. Click on the ‘Create SMS Template’ icon to begin creating a new SMS template.

    5. A pop-up window will open with fields for Template Name, Template Category, Usage (defaulted to ‘Public’), Description, and Content. At the bottom, there is an Associate Dropdown and Preview, Save, and Cancel options.
    Fields marked with an asterisk (*) are mandatory.

    6. Fill in the fields to create an SMS message template. Also, on the right-hand side, there is a list of fields that will fetch details for the message. Search for field names to use in the templates. Double-clicking on the field will add it to the content area. For example, users can include fields such as FirstNameLastName and Date.

    7. At the bottom, there is a dropdown. Click on the dropdown to open it.

    8. Select the associate from the list of associates from the dropdown and click the ‘Preview’ button to view a preview of the template.

    9. A pop-up window will appear, showing the template details in preview mode. Click the ‘Cancel’ button to close the window.

    10. Click the ‘Save’ button to save the template.

    11. A confirmation message will appear and the template is created.  The user will find the newly created template and its details in the list.

    12. Click on the ‘View’ icon to view the existing Template.

    13. A pop-up window will open, where the user can view the details of the template in read-only.

    14. Click on the ‘Edit’ option to modify the template.

    15. A pop-up window will open, allowing the user to update any details related to the template.

    16. Update the details to modify the template. For example, add the ‘Salutation’ field. After making changes, click the ‘Save’ button.

    17. A confirmation message will appear indicating that the template has been updated.

    18. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

    19. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list.

    20. A confirmation message will appear, indicating that the template has been deleted and is no longer available in the list.

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