Both pages open from the calendar (the links “Set up holidays” and “WhatsApp texts (from the phone)”) and from the account settings. The owner and admins can change them.
Holidays
The account's mass holidays, for the “Offer for a holiday” tab. A new account already has a set: New Year, Valentine's Day, International Women's Day, Motherhood and Beauty Day, Knowledge Day, Teachers' Day, Mother's Day (Russia). Delete the ones you do not need and add your own.
Each holiday in the list shows its date rule, “offer N days before” and the “Next date”. Buttons: “Up” / “Down” (order in the list), “Edit”, “Delete” (together with the holiday's “offered” marks).
“Add holiday” opens the form:
- “Name” — in Russian, English and Armenian; one language is enough, each member sees the name in their language.
- “Date”: “Fixed date” — day and month (8 March). 29 February cannot be chosen — it does not exist every year. “Weekday of the month” — “Which one” (first, second, third, fourth, last), “Weekday” and “Month”: for example, the last Sunday of November.
- “Offer, days before” — how many days before the holiday its customer list opens.
- “Show in «Offer for a holiday»” — untick it to switch the holiday off for a while without deleting it.
WhatsApp texts (from the phone)
The texts put into the “Write from the phone” window. A template is chosen by purpose — Birthday, Anniversary, Customer's holiday, School, Other occasion, Mass holiday, Inquiry reminder — and by the customer's language (the account's language when the customer's is not set).
Each purpose has three cards, one per language:
- “Message text” — up to 1000 characters, with a counter under the box;
- “Preview” — how the customer sees the message, with a made-up customer;
- “Save” and “Reset to standard” — bring back QoCRM's original text (the “standard” badge shows the text has not been changed).
Placeholders
Put a word in curly braces into the text — it is replaced with data when the message is built:
| Placeholder | Replaced with |
|---|---|
{name} |
the customer's name |
{recipient} |
the recipient |
{occasion} |
the occasion's title |
{date} |
the date of the occasion or holiday (“19 September”) |
{days} |
in how many days |
{holiday} |
the holiday's name |
{project} |
the project |
Without a value (for example, the customer has no name), a placeholder is removed together with extra spaces and the comma: “Hello, {name}!” becomes “Hello!”.
Example: “Hello, {name}! A reminder: {date} — {occasion}.” becomes “Hello, Anna! A reminder: 19 September — Birthday — mother.”