Use the Omnichannel Communication Channels

The available channel provers are for e-mail and SMS. The available list in the Innovation Studio for e-mail is:

  • FTOSEmailGateway
  • GatewayEmail
  • GatewayEmailOTP.

The available list in the Innovation Studio for SMS is:

  • GatewaySMS
  • GatewaySMSOTP
  • FTOSApiSMS.

Email provider configurations

1 Add Communication Channel

  1. From the main menu, click Admin > Omnichannel Communication Automation > Communication Channels. The Communication Channels List page appears.
  2. Provide a Name for the communication channel.
  3. From the Default Action Type field, select Email.
  4. From the Bus Communication Channel field, select Email. For Bus Communication Channel, see details Create the Channel Configurations.
  5. From the Bus Communication Provider field, select FTOSEmailProvider. For details, see How to Configure Omnichannel Communication Channel Providers.
  6. From the Extended Properties Entity, select from the list the entity. Through certain channels, it allows sending some properties with the JSON format, using this channel as API.
  7. At the top-right corner of the page, click the Save and close icon to save the communication channel.

You can now add messages to the Message queue and send them using the Omnichannel Communication Automation processor.

2 Add message

You can add messages to the FintechOS email server gateway to be processed within the specified time interval.

  1. Go to the Message Queues List page (#/entity/FTOS_DPA_MessageQueue/list).
  2. At the top-right corner of the page, click the Insert icon. The Add Message Queue page appears.
  3. Provide the ToAddress, that is, the email address where the email should be sent.
  4. Provide the CC, that is, one or more carbon copy email addresses separated by commas.
  5. Provide the BCC, that is, one or more blind carbon copy email addresses separated by commas.
  6. Fill in the email Subject and Body.
  7. Optionally, add an attachment to the email.
  8. From the Communication Channel field, select Email.
  9. From the Channel Provider field, select GatewayEmail.
  10. Set the interval (date and time) when you want the message to be sent.
  11. Select the Start Date, End Date, Interval Min (Time UTC) and Interval Max (Time UTC) (for example: 00:00:00, 23:00:00).
  12. From the Message Status field, select New.
  13. From the Channel Provider Status field, select 200.
  14. At the top-right corner of the page, click the Save and close icon to save the message queue.

When the message is sent (for example, when running omnichannel campaigns), if you have configured the Omnichannel Communication Automation processor to track open emails and URL clicks, the Message Events section (Edit Message Queue Page), lists all open and click events. For URL click events, it also displays the URL which has been clicked.

SMS provider configurations

Add Communication Channel

  1. From the main menu, click Admin > Omnichannel Communication Automation > Communication Channels. The Communication Channels List page appears.
  2. Provide a Name for the communication channel.
  3. From the Default Action Type and Bus Communication Channel fields, select SMS.
  4. From the Bus Communication Provider field, select FTOSApiSMS.
  5. At the top-right corner of the page, click the Save and close icon to save the communication channel.

You can now add messages to the Message queue and send them using the Omnichannel Communication Automation processor.

For details on how to implement a new provider for sending SMS through FTOS service, see Configure the FTOSApiSMS provider.

For details regarding the SMS-based Two-Factor Authentication, see SMS-based Two-Factor Authentication.