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Templates Console: User Guide

Hello! Welcome to the Templates Console in OmniQ. This tool allows you to send mass messages using predefined templates. It works like mass email, but for your bot, with a simple interface that requires no programming knowledge.

What does the Templates Console do?​

The Templates Console tells your bot:

  • Which template to use
  • Which campaign it belongs to
  • Who to send messages to (via contacts file)
  • When to send messages

Step-by-Step Configuration​

When you open this screen, you'll see a form titled "Templates Console":

1. Write the Subject​

  • Where: The "Subject" field
  • What it does: Internal title for your reference (not visible to recipients)
  • Example: "February 2025 Greeting"

2. Choose a Template​

  • Where: The dropdown menu next to "GetTemplate"
  • What it does: Selects your message template
  • Example: "Store Welcome"

3. Select a Campaign​

  • Where: The dropdown menu next to "GetCampaign"
  • What it does: Links the sending to an organized message group
  • Example: "Welcome Campaign"

4. Upload Contacts File​

  • Where: The large upload box with help icon
  • How to use it:
    • Upload a CSV with phone numbers and variables that match your template
    • File needs phone column and any variables used in template (like "name" if message has "{{name}}")
  • Example: Upload "contacts.csv" with "Phone" and "name" columns

5. Review Template Message​

  • Where: The "Message" box with green chat icon
  • What it does: Shows your template message (like "Hello {{name}}, welcome")
  • Example: "Hello {{name}}, welcome to our store"

6. Verify Contacts Table​

  • Where: Table showing uploaded contacts
  • What it does: Displays loaded data for verification
  • Example: Rows with "Phone: +123456789", "name: John"

7. Send or Cancel​

  • Where: "Cancel" and "Send" buttons at bottom
  • Options:
    • Cancel: Exit without sending
    • Send: Queue messages for processing
  • Example: Click "Send" to begin message distribution

What Happens After Sending?​

  1. Fill the form and upload contacts
  2. Click "Send"
  3. System confirms with "Your Template Message List Has been queued for processing!"
  4. You're redirected to another screen
  5. Bot begins sending messages

Troubleshooting​

  • Can't send? Check that all required fields are filled
  • Variable mismatch error? Ensure CSV columns match template variables
  • Table not appearing? Verify your file has the correct format
  • No response when sending? Check for alert messages about missing information

That's it! You now know how to use the Templates Console to send mass messages through your bot.