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en:module_manual:message:send_in_bulk [2013/09/12 02:51] shangy |
en:module_manual:message:send_in_bulk [2017/12/12 03:05] (current) |
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| ===== Customer Source ===== | ===== Customer Source ===== | ||
| - | 1.使用个人客户总表数据(即客户管理-->个人客户管理页面中所看到的客户数据) | + | 1. asterCC Customer Table (customers in Customers -> Individuals) |
| - | 2.Import data to mass target customers | + | 2. Import data to mass target customers |
| - | //Advanced -> Import data (呼叫中心高级管理–>数据导入页面)//, upload the file, and choose mass target customer ( See the picture) | + | //Call Center -> Import//, upload the file, and choose mass target customer ( See the picture) |
| The data in the file contains three parts, the first we call it target, and it is a must, that is the telephone number or email address of the customer. The second part is the variable data (e.g., the customer name, remaining balance, order number etc.). If the template does not employ any variable, you do not need to put such data in the file. The third part is what we call a tag, and it is a must, too, for marking the customers we uploaded. You can take it as a category. The bulk-sent messages are delivered by the tags. | The data in the file contains three parts, the first we call it target, and it is a must, that is the telephone number or email address of the customer. The second part is the variable data (e.g., the customer name, remaining balance, order number etc.). If the template does not employ any variable, you do not need to put such data in the file. The third part is what we call a tag, and it is a must, too, for marking the customers we uploaded. You can take it as a category. The bulk-sent messages are delivered by the tags. | ||
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| {{:en:module_manual:message:群发信息-4.jpg|}} | {{:en:module_manual:message:群发信息-4.jpg|}} | ||
| - | Remembe this plan number, and go to //Advances -> Import data呼叫中心高级管理-->导入计划管理页面// to check the progress with this number. | + | Remembe this plan number, and go to //Call Center -> Import// to check the progress with this number. |
| {{:en:module_manual:message:群发信息-5.jpg?796|}} | {{:en:module_manual:message:群发信息-5.jpg?796|}} | ||
| - | ===== How to send in bulk ===== | + | ===== How to bulk send===== |
| - | 通过左侧列表进入群发信息管理-->群发信息页面。 | + | |
| + | //Messages -> Bulk Send// | ||
| - | **第一步**,选择发送方式和客户来源表(如图) | + | **Step 1**, choose sms or email and the customer source.(See the picture) |
| {{:en:module_manual:message:群发信息-6.jpg?796|}} | {{:en:module_manual:message:群发信息-6.jpg?796|}} | ||
| - | **第二步**,选择标签,在客户来源表中找到目标客户群 | + | **Step 2**, Choose a label and find the target customers in the source. |
| - | 1.如果使用的是群发目标客户表,你会看到如下界面 | + | 1.If mass cusomters list is being used, you will see, |
| {{:en:module_manual:message:群发信息-7.jpg?796|}} | {{:en:module_manual:message:群发信息-7.jpg?796|}} | ||
| - | 系统默认展示标签下前12条客户数据,供你检查变量与客户数据对应关系是否正确。(变量与数据对应关系是导入时决定的) | + | The first 12 data are default shown under the label for you to check whether the corresponding relation is correct. ( The relation between the variables and data is determined when imported.) |
| - | 2.如果使用的是个人客户总表,你会看到如下界面 | + | 2.If individual customers list is being used, you will see, |
| {{:en:module_manual:message:群发信息-8.jpg?796|}} | {{:en:module_manual:message:群发信息-8.jpg?796|}} | ||
| - | 这些标签来源于客户管理-->个人客户标签管理页面,只有为客户选择了标签,我们才能在此页面通过标签找到客户。 | + | These tabs from Customer -> Individual Tags. Only when customers have chosen this labels can we find them through the labels. |
| - | 与1一样,系统默认展示标签下前12条客户数据,与1不同的是,你需要选择数据与变量的对应关系。 | + | Like 1, 12 data are shown here; but you have to choose corresponding relation between data and variables. |
| - | target必选,告知系统,客户数据中哪列是目标号码(请指定电话号码一字段)或邮件(请指定联系人电子邮件字段)。系统将把短信或邮件发送至此目标。 | + | You must choose target and tell the system which line is the target number ( telephone number field) or email ( email address field). The system will send the sms or email to the target. |
| - | 其次选择各列数据对应哪个模板变量。 | + | Secondly choose which data match which parameters. |
| {{:en:module_manual:message:群发信息-9.jpg|}} | {{:en:module_manual:message:群发信息-9.jpg|}} | ||
| - | 另外我们在第二步中还会看到如下信息 | + | We can also see the following information in step 2, |
| - | 总共拥有客户人数 xxxx 人,代表这个客户表内总共有多少人。 | + | We have XXXX customers, which means how many customers are there in this list. |
| - | 每个标签后边还有一串数字,标签名称(数字1/数字2). | + | A series of numbers is behind each label, the names of the labels ( 1/2 ) |
| - | 数字1代表此标签中有邮箱地址或电话号码的人数(根据你选的发送方式,去查询有邮箱地址或电话号码的客户人数),即实际要发送的人数。 | + | 1 means the number of people who have emails or phone numbers (due to your way of sending), that is the number of people that are to be send the message to actually. |
| - | 数字2代表客户表内有此标签的总人数。 | + | 2 means the total number of the people who have this label. |
| - | **第三步**,选择模板,设置发送时间。 | + | **Step 3**, choose a template and set sending time. |
| {{:en:module_manual:message:群发信息-10.jpg?796|}} | {{:en:module_manual:message:群发信息-10.jpg?796|}} | ||
| - | 鼠标左键双击任意一条模板,选中模板后,其内容会显示在正文区域。 | + | Double click a template, and let its content shown on the content area. |
| - | **第四步**,预览页面(如下图) | + | **Step 4**, preview. See the picture, |
| {{:en:module_manual:message:群发信息-11.jpg?796|}} | {{:en:module_manual:message:群发信息-11.jpg?796|}} | ||
| - | 系统会将第一条客户数据替换到模板中,让你看看邮件或短信内容显示是否正确。 | + | The system will replace the parameters with information of the first customer, and you can check whether it is correct. |
| - | **第五步**,信息发送 | + | **Step 5**, send. |
| {{:en:module_manual:message:群发信息-12.jpg?796|}} | {{:en:module_manual:message:群发信息-12.jpg?796|}} | ||
| - | 你需要确认发送方式、客户群体、预发送信息数量、预约发送时间、使用模板名称是否正确。 | + | You have to confirm the way of send, customers, the number of messages, setting time, the name of the template. |
| - | 如果群发邮件,需要选择邮件服务器,即使用哪个邮箱给客户发邮件。 | + | If you are to send emails, you have to choose the email server, that is, which emails address you are using to send customer emails. |
| - | 点击**开始发送**,看到发送成功的提示,代表数据已经成功插入到待发信息列表。 | + | Click **Send**. Seeing the notice of sending successfully means the data are in the sending queue. |
| {{:en:module_manual:message:群发信息-13.jpg|}} | {{:en:module_manual:message:群发信息-13.jpg|}} | ||
| - | 你可以在群发信息管理-->待发信息管理页面看到哪些信息还未发送或发送失败。一旦信息发送成功,将会转移至群发信息管理-->已发信息管理页面。 | + | You can check the messages which are failed to be sent or unsent in Messages -> Archive. After the messages are sent successfully, they will be moved to 群发Message -> Batchcontact Sents. |
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