B2CORE Back Office
Streamline Your Communication Channels
The Templates page offers a centralised platform for managing predefined messages sent via various communication channels, including Email, SMS, Slack, and Telegram. Customise and control the messaging experience for your clients and internal teams with ease.
Key Features
Email Templates
Predefine message content for notifications, updates, or promotional emails. Personalise emails with dynamic placeholders, subject lines, and message bodies.
SMS Templates
Manage concise text messages for alerts, verifications, or reminders. Set placeholders for client names, transaction IDs, or other details.
Slack Templates
Configure automated Slack notifications for internal teams. Send updates about key events, client actions, or other important events.
Telegram Templates
Manage templates to inform clients or teams about critical updates. Leverage higher flexibility for secure and immediate messaging.
Template Management Capabilities
Dynamic Placeholders
Personalise messages with placeholders for client names, IDs, or transaction details.
Multichannel Messaging
Ensure consistent communication across Email, SMS, Slack, and Telegram.
Flexible Editing
Update templates without creating duplicates to ensure accurate communication.
How It Works
01
Select a Channel
Select the desired communication channel (Email, SMS, Slack, or Telegram).
02
Create or Modify
Use the editor to create or modify templates with predefined fields.
03
Assign to Events
Assign templates to specific events, such as transactions, registrations, or system alerts.
04
Test and Deploy
Test templates to ensure accuracy and clarity before deploying them.
Benefits of Using Templates
Consistency
Maintain uniformity in messages sent across different channels.
Efficiency
Save time by reusing templates for recurring events or notifications.
Personalisation
Enhance client experience with tailored communication.
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 B2CORE’s Communication Management
Streamline client communication and manage dynamic templates with placeholders and cross-platform messaging from the B2CORE Back Office today!