Upload Templates

Use the Upload Templates feature to perform bulk upload of templates. Bulk upload reduces the time taken to create templates for individual widgets.

Procedure

Step 1

In the Management Portal navigation bar, choose New Digital Channels to launch the default console.

Step 2

Choose Assets > Templates.

Step 3

Click Upload Template.

Step 4

Click the Download sample file here link to download the sample .csv file.

Step 5

Rename the sample file with a unique name.

Step 6

Open the sample file and enter the following details in the corresponding cells:

Note

All fields in the sample file are mandatory.

Don't edit or change the column header names. Ensure that the team names are comma-separated in the TeamNames column.

  • Channel: Enter the name of the channel, such as All, Facebook, SMS, Email, Livechat, or WhatsApp.

  • TemplateGroup: Enter the name of the template group.

  • TemplateName: Enter the name of the template.

  • Text: Compose the template text as per the configured character limit for each channel template.

    Template Type

    Maximum number of characters

    All

    320

    SMS

    320

    Facebook Messanger

    2000

    Livechat

    1000

    Email

    No limit

    WhatsApp

    4096
    Note

    The file size must not exceed 5 MB with a maximum number of 1000 templates per sheet.

    The Text column supports all Unicode characters.

    Use the Pipe symbol (|) as a delimiter to enter multiline text in the Text column.

    In the upload templates file, even if a single record ends with a delimiter (|), all the records in that file must end with the same delimiter.

  • Locked: Enter Yes to lock the template, or No to keep it unlocked.

  • TeamNames: Enter the team names as comma-separated values. More than one team name means that the templates are shared across the configured teams.

Step 7

Delete the help notes in the .csv file before you upload it.

Step 8

Save the file.

Step 9

Click Upload File. Upload the file only in .csv format.

Step 10

Click Track Upload Status to view the status of the files that you uploaded.

  1. In the Show Activity Between field, choose a date range and click Apply.

  2. Click Search to view all the files that you uploaded during the chosen period.

  3. Optionally, enter a filename in the Search field to filter the table results.

The Status column shows the status of the uploaded file as Completed, Completed with errors, or Failed.

Step 11

If the status is Completed with errors or Failed:

  1. click Download Report in the Action column.

  2. Fix the errors in the file, based on the report's findings.

  3. Return to Step 9 to upload the file again.