Additional Information

Create additional information that better organizes and identifies your campaigns or message sends

How to Access

Access: Marketing / Settings / Additional Information, as shown in Figure 1:

^{Figure 1: Additional Information.}

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Main Screen

^{Figure 2: List of Additional Information.}

Above you see all registered additional information. When no information has been created yet, the message is displayed:

You don't have any additional information registered. Try adding one by clicking above!

This message guides the user to create their first additional information using the button

Clicking it, you access the screen to create an additional information item.

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Creating Additional Information

^{Figure 3: Additional Information Creation Screen.}

Available Fields

Key:

• Required text field

• Defines the unique identifier of the additional information

• It will be used as a technical reference in triggers and in the API

• Example: cpf_cliente, numero_pedido, nome_vendedor

Description:

• Required text field

• Defines the friendly name of the additional information

• It will be displayed in the platform interface

• Example: Customer CPF, Order Number, Seller Name

Allow predefined values:

• Toggle switch

• When enabled, allows creating a list of predefined values

• Useful to standardize responses and avoid typos

• When disabled, the field accepts free text

Predefined Values

^{Figure 4: Predefined Values Field Enabled.}

When enabling the option Allow predefined values, a new field is displayed:

Predefined value of the additional information:

• Text field to enter accepted values

• Button + to add multiple values

• Allows creating a list of valid options

How to Create

^{Figure 5: Creating additional information.}

1. Click the button

2. Fill in the field Key with the technical identifier

3. Fill in the field Description with the friendly name

4. (Optional) Enable Allow predefined values

5. (Optional) Add predefined values using the button +

6. Click Confirm to save

7. Or click to cancel

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How It Works

The registered additional information is used to filter, within a group of triggers, a specific campaign. Example:

Above we see the filter of the Conversations Report of the bot. Note that, having chosen the additional information DISPARADO_POR we can locate the triggers made by a specific person.

But this only happens if that data is also passed at the time of the individual trigger here or in bulk here.