Manages (CRUD) all message templates used in the system. A Message Template can be built for different channels (SMS, Push Notification, Email). The message can be based on pre-defined parameters or HTML files.
Process Flow
Pre-Conditions
Users must have access rights in the "Marketing Message" module.
Depending on rights, users can view, add, edit, or approve message templates manually.
OMR criteria must be defined as attributes available in the right panel for drag-and-drop setup.
Business Rules
Data Schema (SMS Message)
Field Name
Description
Logic Type
Constraints / Rules
Message ID
Unique identifier.
String (10)
Required. No special characters.
Message Description
Description.
String (100)
Required.
SMS Type
Promotion/Marketing or Transaction.
String (Lookup)
Required.
Effective Date From
Start date of the effective period.
Date
Required.
Effective End Date
End date of the effective period.
Date
Required.
SMS Brand Name
Select SMS Sender.
String (Lookup)
Required.
Message
Message content. Supports drag/drop parameters.
String (5000)
Required. Unicode (non-GSM). No images, subject, or attachments.
Data Schema (Email Message)
Field Name
Description
Logic Type
Constraints / Rules
Message ID
Unique identifier.
String (10)
Required. No special characters.
Message Description
Description.
String (100)
Required.
Email Type
Promotion/Marketing or Transaction.
String (Lookup)
Required.
Effective Date From
Start date of the effective period.
Date
Required.
Effective End Date
End date of the effective period.
Date
Required.
Use Type
Use Message or Upload Template.
Enum
Required.
Sender Name
Name of sender.
String (100)
Required.
From Email
Configured email address.
String (100)
Required.
Subject
Subject of email.
String (100)
Required.
Preview Text
Preheader of Email.
String (100)
Optional. Defaults to first line of content if not provided.
Message / Upload File
HTML content or uploaded template file.
String / File
Required based on Use Type.
Data Schema (Push Notification)
Field Name
Description
Logic Type
Constraints / Rules
Message ID
Unique identifier.
String (10)
Required. No special characters.
Message Description
Description.
String (100)
Required.
Notification Type
Promotion/Marketing or Transaction.
String (Lookup)
Required.
Effective Date From
Start date of the effective period.
Date
Required.
Effective End Date
End date of the effective period.
Date
Required.
Message Title
Primary text at the top.
String (50)
Required.
Message
Main content. Supports drag/drop parameters.
String
Required.
Image Type
Single (No image), Richer (1 image), Carousel (>1 images).
Enum
Required.
Upload Image
Images for Richer or Carousel push.
Image / URL
Required if Image Type is not Single.
Link URL
URL to navigate to.
String (100)
Required.
Testing Message
A "Send sample" function exists for all channel types to test the message rendering using a sample phone number, email, or CIF number.
Post-Conditions
All configured messages are available for use in Marketing Request, Campaign Rule, and Item Master.
