主要功能
電子郵件範本
為通知、更新或促銷郵件預先定義訊息內容。以動態佔位符、主旨與郵件正文個人化電子郵件。
SMS 範本
管理警示、驗證或提醒用的精簡簡訊。為客戶姓名、交易 ID 或其他詳情設定佔位符。
Slack 範本
為內部團隊設定自動化 Slack 通知。發送關鍵事件、客戶操作或其他重要事件的更新。
Telegram 範本
管理範本，向客戶或團隊告知關鍵更新。運用更高彈性，實現安全且即時的訊息傳遞。
範本管理能力
動態佔位符
以客戶姓名、ID 或交易詳情等佔位符個人化訊息。
多管道訊息
確保跨電子郵件、SMS、Slack 與 Telegram 的一致溝通。
彈性編輯
更新範本而無需建立重複項，確保溝通準確。
運作方式
01
選擇管道
選擇所需溝通管道（電子郵件、SMS、Slack 或 Telegram）。
02
建立或修改
使用編輯器建立或修改含預設欄位的範本。
03
指派至事件
將範本指派至特定事件，如交易、註冊或系統警示。
04
測試並部署
部署前測試範本，確保準確與清晰。
使用範本的效益
一致性
維持跨不同管道訊息的一致性。
效率
重複使用範本處理重複事件或通知，節省時間。
個人化
以量身打造的溝通提升客戶體驗。
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.
