이벤트 알림이란?
특정 이벤트 발생 시 백오피스 사용자에게 자동으로 알립니다.
Slack, Telegram, 이메일, SMS 등 선호 커뮤니케이션 채널로 실시간 업데이트를 전달합니다.
주요 기능
맞춤 설정 가능한 알림
특정 이벤트에 대한 알림을 구성해 적시 업데이트를 확보하세요. 각 알림 목적을 명확히 식별할 수 있도록 설명을 추가하세요.
멀티채널 전달
Email(받은편지함 직접 업데이트), SMS(모바일 즉시 업데이트), Slack(팀 채널에서 협업·추적), Telegram(Telegram 봇을 통한 비공개 실시간 알림)으로 알림을 전송하세요.
수신자 관리
이메일 주소로 백오피스 사용자를 수신자로 지정하세요. 알림 트리거와 채널을 설정하고 전달을 정확하게 추적하세요.
활성화/비활성화 유연성
비즈니스 요구에 맞게 알림을 활성화하거나 비활성화하세요. 알림 흐름을 더 원활하게 관리하고 불필요한 방해를 피하세요.
작동 방식
01
이벤트 알림 열기
백오피스의 Event Notifications 페이지로 이동하세요.
02
설정 구성
Event Trigger, Channels, Recipients, Description을 구성하세요.
03
언제든지 편집
Edit 버튼으로 기존 알림을 수정하거나 설정을 업데이트하세요.
B2CORE 이벤트 알림을 선택해야 하는 이유
실시간 업데이트
팀이 항상 중요 이벤트를 파악하도록 하세요.
종합 커뮤니케이션
안정적인 메시지 전달을 위해 여러 채널을 사용하세요.
협업 강화
Slack, Telegram 같은 인기 도구와 연동해 원활한 팀워크를 구현하세요.
맞춤 설정 가능한 알림
비즈니스 요구에 맞게 알림을 맞춤화하세요.
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.
