‎Add a Simple Text Template Asset for SMS

Add a Simple Text Template Asset for SMS

Updated

1 year ago

Simple Text Template Assets are assets that can be uploaded in the Asset Management and can be used to save frequently used messaging for published messages or replies. Additionally, Simple Text Templates can be saved as Canned Responses for use as quick replies when engaging users. You can follow the basic instructions outlined in the Upload Assets to know more about the asset types which can be uploaded in Asset Management.

To Add a Text Template Asset

Click the New Tab icon . Under the Sprinklr Social tab, click Assets within Engage.
In the All Asset dashboard, click Add Asset in the top right corner.
Select Add Text from the drop-down and select Simple Text. For more information, see Text Template Types — Field Descriptions.
In the Create New Asset window, fill in the required details. For more information, see New Text Asset — Field Descriptions.
Click Save to finalize the text asset in the bottom right corner.

Text Template Types — Field Descriptions

Text Template	Description
Simple Text	This can be used if your text does not contain any formatting.
Rich Text	This can be used if you want to use basic formatting, like making the font bold, adding links, etc.
RTFD	This can be used if you want to add an image to your text or insert heading styles to your text.

New Text Asset — Field Descriptions

Field	Descriptions
Basic Details
Name	Enter the name of the Text Asset you want to create.
Description	Enter the optional description of your Text Asset.
Asset Specific
Languages	Select the Language(s) from the drop-down menu.
Current Language	Choose the current language from the drop-down list. This list is based upon the languages you have selected above.
Title	Enter the title for the text content for your template.
Content	Enter the text content for your template. You can also add different placeholders to get replaced with the relevant value while publishing.
Save as Canned Response	You can opt to save the text template as a canned response by checking the Save as Canned Responses box.
Asset Details
Campaigns	Select a campaign to associate with the asset.
Sub-Campaigns	Select a sub-campaign to associate with the asset.
Status	Set status of the asset from Draft, Approved or Expired.
Available From	Set a date from which the asset will be available.
Visible From	Set a date from which the asset will be visible to other users. The Visible From field can be used to add a visibility date to your asset. It prevents others from seeing your asset before the visibility date. Only the person who added the asset can see the asset before this visibility date.
Visible Until	Set a date until which the asset will be visible to other users.
Expires on	Set a date on which the asset will expire.
Never Expires	You may check the box alongside 'Never Expires' for the assets having no expiration dates. As you check the box, a default date will be selected which will keep getting extended maintaining the 'Never Expires' status of an asset.
Schedule Time	Schedule your asset by selecting desired date and time.
Restricted	Mark your asset as restricted or non-restricted.
Automated Tags	Add tags.
Parent Asset	Associate your media asset to a parent asset.
Information	Provide additional information for the asset.
Asset Sharing: This is to specify which Workspaces, Users, or User Groups can access the asset.
Visible in all workspaces	Select checkbox Visible in all workspaces to make your asset visible globally.
Workspaces	Select Workspaces you want to share your asset with.
Users / Users Groups	Select Users / User Groups you want to share your asset with.
Properties: This is to apply custom properties as desired.
Custom Properties	Set desired system and custom fields to your asset. View other details such as WorkflowStatus, Milestone, Review Cycles, etc.

Placeholders for Text Templates

You can use the following placeholders in the text template assets and either save them as canned responses or send as auto-responses. To learn more about getting this capability enabled, please work with your Success Manager.

Asset	Entity	Placeholder	Note
Custom Fields	Case Custom Fields	%%[case_fieldname:RandomName]	To find the field name of the Custom Field Platform Settings > Manage Workspace > Custom Fields > Options icon alongside the required custom Field > Copy Field Name
	Message Custom Fields	%%[message_fieldname:RandomName]
	Account Custom Fields	%%[ACCOUNT_fieldname:RandomName]
	Post Custom Fields	%%[post_fieldname:RandomName]
	Profile Custom Fields	%%[toprofile_fieldname:RandomName]
	User Custom Fields	%%[author_customFieldName:]
Profile:Customer Details	User Name	%%[toprofile_USER_NAME:UserNameLabel]
	First Name	%%[toprofile_FIRST_NAME:FirstNameLabel]
	Full name	%%[toprofile_FULL_NAME:Full Name]
	User ID	%%[toprofile_USER_ID:UserIdLabel]
	Email	%%[toprofile_EMAIL:Email]
	Phone No.	%%[toprofile_PHONE_NO:Phone No]
	Channel	%%[toprofile_CHANNEL_TYPE:Channel]
User:Agent Details	Agent’s Username	%%[author_user_name:]
	Agent’s Full Name	%%[author_full_name:]
	Agent’s Email ID	%%[author_email_address:]
URL	URL	%urllink% Reach out to support for getting pre-configured URL list to be added in the placeholder.	Reach out to support for getting pre-configured URL list to be added in the placeholder.
Omnichannel Secure Forms		%%[SECURE_FORMπ6secureformid:Secure Form name]	Secure Form ID can be taken from the URL of the form. Open the desired Secure Form in the view or edit mode and copy the ID from the URL.