Before you get started, it's important that you get used to the editor's interface and the tools it provides. We suggest that you take a look at the following image and associated pointers that indicate how to use the editor.
(Click to see the full size image)
Let's review the editor's components one by one.
When you launch the template editor, either to create a template or edit an existing one, the first page that you see is the Properties tab of the template editor. Each tab provides options to configure the template. Here are the tabs that are available:
- Properties: Provides options to specify and review a template's basic properties. Such as:
- The template's name
- Its organization using tags and tag folders
- Campaign behavior properties
- Preview panel
- Content: Provides options to specify the text content of the text message template.
- Data: Provides options to use the recommendations in the template and review its data.
- Test Send: Provides options to send a test message to a device.
Following sections provide more information on each tab.
This is normally the first page that you see when you open or create a template.
This page provides options to edit the name, organize it under tags/tag folders and more. You can also change the customer to preview how the template looks like for someone else.
You can set the campaign behavior properties such as:
- You can stop Blueshift from sending messages if one of the recommendations that you add in the template are empty
- You can stop Blueshift from sending messages if the products that are tied to the triggering event do not exist in the catalog
- You can shorten links that are sent in a text message. If you turn this setting on, it lets us track customer clicks and perform attribution on the links. You can white label link URL shortening via the account level CNAME setting.
The properties page also lists the campaigns that use the template.
This is the tab where you specify the text content of the text message. You can use liquid variables to personalize the text messages for your customers.
Use the Show Data/Hide Data toggle to see the data that you can use to personalize the message using Liquid syntax.
This is the place where you specify the data that you want to use in your template to customize it for your customers.
To preview the text message that is customized for a customer, ensure that you select the customer at the top right.
Here are the details that you can provide and use in the template's content:
- Recommendation: Choose the recommendation algorithm that'll automatically choose products that you want promote in a text message. You can also see predictive scores and affinities that are associated with a customer's profile. You can use such values to include or exclude recommendations from the SMS message that your customers receive. Predictive attributes are available under user_metrics.
- Preview Data using a sample event: Choose an event that sends a text message. You can either provide a custom JSON payload of the event or choose one of existing ones. When you specify an event payload, you can preview the data that comes back to us when one of your customers interact with the text message that we send.
This is the tab that provides options to send a test message if you want to preview how a text message looks like in real world use.
You can specify a phone number and an SMS adapter that sends a test message to the phone number.
You can also navigate to the main SMS template page to test send a text message. Click on the drop-down menu to the far right and select Test Send.
Ensure that the phone number that you specify meets the phone number format requirements listed here.