B2CORE Back Office
Agilice sus canales de comunicación
La página de Plantillas ofrece una plataforma centralizada para gestionar mensajes predefinidos enviados por varios canales, incluidos Email, SMS, Slack y Telegram. Personalice y controle con facilidad la experiencia de mensajería para clientes y equipos internos.
Funciones clave
Plantillas de email
Predefina el contenido de notificaciones, actualizaciones o emails promocionales. Personalice emails con marcadores dinámicos, asuntos y cuerpos de mensaje.
Plantillas sms
Gestione mensajes de texto concisos para alertas, verificaciones o recordatorios. Defina marcadores para nombres de cliente, ID de transacción u otros datos.
Plantillas de slack
Configure notificaciones automatizadas de Slack para equipos internos. Envíe actualizaciones sobre eventos clave, acciones de clientes u otros eventos importantes.
Plantillas de telegram
Gestione plantillas para informar a clientes o equipos sobre actualizaciones críticas. Aproveche mayor flexibilidad para mensajería segura e inmediata.
Capacidades de gestión de plantillas
Marcadores dinámicos
Personalice mensajes con marcadores para nombres de cliente, ID o detalles de transacción.
Mensajería multicanal
Garantice una comunicación coherente en Email, SMS, Slack y Telegram.
Edición flexible
Actualice plantillas sin crear duplicados para asegurar una comunicación precisa.
Cómo funciona
01
Seleccionar un canal
Seleccione el canal de comunicación deseado (Email, SMS, Slack o Telegram).
02
Crear o modificar
Use el editor para crear o modificar plantillas con campos predefinidos.
03
Asignar a eventos
Asigne plantillas a eventos específicos, como transacciones, registros o alertas del sistema.
04
Probar y desplegar
Pruebe las plantillas para asegurar precisión y claridad antes de desplegarlas.
Beneficios de usar plantillas
Coherencia
Mantenga uniformidad en los mensajes enviados por distintos canales.
Eficiencia
Ahorre tiempo reutilizando plantillas para eventos o notificaciones recurrentes.
Personalización
Mejore la experiencia del cliente con una comunicación a medida.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Explore la gestión de comunicación de B2CORE
¡Agilice la comunicación con clientes y gestione plantillas dinámicas con marcadores y mensajería multiplataforma desde el Back Office de B2CORE hoy!