Help Guide
===========

Setup Account
^^^^^^^^^^^^^^^^^^

Generate API Key
````````````````````

* Goto `API Key <https://automate.dailymails.org/mysite/api/>`__

* Now Use newly generated username and api_key in rest api

.. image:: images/apikey.png
  :width: 100%
  :alt: Generate API Key

Setup WebPush Notifications
`````````````````````````````

**Prerequisite**

`Setup FCM <https://docs.dailymails.org/partner-fcm-document.html>`__


*  Goto Settings → `Web Push <https://automate.dailymails.org/mysite/push-notification/settings/>`__ → Select from Available Service Provider

.. image:: images/push_service_provider_select.png
  :width: 100%
  :alt: Select Service Provider

*  Fill All Details 

.. image:: images/fcm_push_form.png
  :width: 100%
  :alt: FCM Form

*  Click on Submit Button


    

**Integration**

* Goto Settings → `Web Push <https://automate.dailymails.org/mysite/push-notification/settings/>`__ → Select from Your Service Provider

.. image:: images/fcm_your_providers_list.png
  :width: 100%
  :alt: FCM Your Providers List


* Follow integration steps to integrate your website

.. image:: images/fcm_integration_guide.png
  :width: 100%
  :alt: FCM Integration Guide


Setup SMS/ WhatsApp/ Voice Call Notifications
`````````````````````````````````````````````````

*  Goto Settings → `SMS/ WhatsApp/ Voice Call <https://automate.dailymails.org/mysite/sms-notification/settings/>`__ → Select from Available Service Provider 

.. image:: images/sms_service_provider_list.png
  :width: 100%
  :alt: SMS Service Providers List

* Fill All Details 

.. image:: images/twilio_sms_form.png
  :width: 100%
  :alt: SMS Form

* Click on Submit Button

**Add Sender**

*  Goto Settings → `SMS/ WhatsApp/ Voice Call <https://automate.dailymails.org/mysite/sms-notification/settings/>`__ → Select from Your Service Provider 

.. image:: images/sms_your_service_providers.png
  :width: 100%
  :alt: SMS Your Service Providers List

*  Click on Add Sender 

.. image:: images/add_sender_list.png
  :width: 100%
  :alt: SMS Form


*  Fill details 

.. image:: images/sms_sender_form.png
  :width: 100%
  :alt: SMS Form

*  Click on Submit Button


Setup Email Notifications
```````````````````````````````

*  Goto Settings → `Email <https://automate.dailymails.org/mysite/email-notification/settings/>`__ → Select from Available Service Provider 

.. image:: images/email_service_providers_list.png
  :width: 100%
  :alt: Email Service Providers List

*  Fill All Details

.. image:: images/email_add_form.png
  :width: 100%
  :alt: Email Add Form

*  Click on Submit Button

**Add Sender**

*  Goto Settings → `Email <https://automate.dailymails.org/mysite/email-notification/settings/>`__ → Your Selected Service Provider

.. image:: images/email_your_service_providers_list.png
  :width: 100%
  :alt: Email Your Service Providers List

*  Click on Add Sender

.. image:: images/email_senders_list.png
  :width: 100%
  :alt: Email Senders List

*  Fill details

.. image:: images/email_sender_form.png
  :width: 100%
  :alt: Email Sender Form

*  Click on Submit Button


Setup RSS To Campaign
```````````````````````````````

*  Goto Settings →  `RSS <https://automate.dailymails.org/mysite/rss-campaign/settings/>`__ 

.. image:: images/rss_campaign_list.png
  :width: 100%
  :alt: RSS Campaign List

* Click on `Push <https://automate.dailymails.org/mysite/rss-campaign/settings/add/?apptype=push>`__ OR `Email <https://automate.dailymails.org/mysite/rss-campaign/settings/add/?apptype=email>`__

.. image:: images/rss_campaign_add.png
  :width: 100%
  :alt: RSS Campaign Form

* Fill the form and click submit button


Setup OnSite Messaging
```````````````````````````````

*  Goto Settings →  `OnSite Messaging <https://automate.dailymails.org/mysite/campaign/onsite-campaign/settings/>`__

.. image:: images/onsite_integration_guide.png
  :width: 100%
  :alt: Onsite Messaging

*  Follow Integration Instructions

Setup IMAP
```````````````````````````````

*  Goto Settings → `IMAP <https://automate.dailymails.org/mysite/imap-notification/settings/>`__
*  Click on Register a new IMAP

.. image:: images/imap_list.png
  :width: 100%
  :alt: Imap List

*  Fill details

.. image:: images/imap_form.png
  :width: 100%
  :alt: Imap List

*  Click on Submit Button

Test SetUP
````````````````

*  Goto Settings → `Test Setup <https://automate.dailymails.org/mysite/testsetup/>`__  
*  Click on Add SMS/Email

.. image:: images/test_setup_list.png
  :width: 100%
  :alt: Test Setup List

*  Fill details

.. image:: images/test_email_form.png
  :width: 100%
  :alt: Test Email Form

.. image:: images/test_sms_form.png
  :width: 100%
  :alt: Test SMS Form



*  Click on Submit Button


Contacts
^^^^^^^^^^^^^^

Import Contacts
```````````````````

* Goto Marketing  → `Contact List <https://automate.dailymails.org/mysite/contact/>`__  →  Add new → `List <https://automate.dailymails.org/mysite/contact/add/>`__ 

.. image:: images/contact_list.png
  :width: 100%
  :alt: Contact List

* Click on `Download Sample File <https://automate.dailymails.org/static/images/contact-list-format.xls>`__ 

.. image:: images/contact_list_form.png
  :width: 100%
  :alt: Contact List Form

* Fill your data in the Downloaded file

* Fill the contact list form and click on submit button


Templates
^^^^^^^^^^^^^^^

Create Template
````````````````````


* Goto Marketing  → Templates → Select Add → <Type|email|sms|whatsapp|push|call> template

.. image:: images/template_list.png
  :width: 100%
  :alt: Template List

* Fill details

* Click on Submit Button


**Essential Tags**


* Unsubscribe : {{ unsubscribe|safe }}

**Personalization Tags**


* Mobile Number : {{ mobile }}

* Customer Name : {{ username }}

* Customer Email : {{ email }}


Campaign
^^^^^^^^^^^^^^^

Prerequisite
``````````````````

`Setup Your Account <https://docs.dailymails.org/automate-document.html#setup-account>`__

`Import Contacts <https://docs.dailymails.org/automate-document.html#import-contacts>`__

`Create Template <https://docs.dailymails.org/automate-document.html#create-template>`__


Create Single Campaign
````````````````````````````````````

*  Goto Marketing → `Campaign <https://automate.dailymails.org/mysite/campaign/>`__ 

.. image:: images/single_campaign.png
  :width: 100%
  :alt: Single Campaign List

*  Select Create → `Single Campaign <https://automate.dailymails.org/mysite/campaign/single-campaign/>`__ 
*  Fill the Campaign Form

.. image:: images/single_campaign_form1.png
  :width: 100%
  :alt: Single Campaign Form1

.. image:: images/single_campaign_form2.png
  :width: 100%
  :alt: Single Campaign Form2

*  Click On Submit Button

Create Followup Campaign
```````````````````````````````````

*  Goto Marketing → `Campaign <https://automate.dailymails.org/mysite/campaign/>`__ 

.. image:: images/followup_campaign.png
  :width: 100%
  :alt: Followup Campaign List

*  Select Create → `Follow-UP Campaign <https://automate.dailymails.org/mysite/campaign/follow-up/>`__ 
*  Fill the Campaign Form

.. image:: images/followup_campaign_form1.png
  :width: 100%
  :alt: Followup Campaign Form1

.. image:: images/followup_campaign_form2.png
  :width: 100%
  :alt: Followup Campaign Form2

*  Click On Submit Button

Create AutoResponder Campaign
```````````````````````````````````

*  Goto Marketing → `Campaign <https://automate.dailymails.org/mysite/campaign/>`__ 

.. image:: images/autoresponder_campaign.png
  :width: 100%
  :alt: Autoresponder Campaign List

*  Select Create → `AutoResponder Campaign <https://automate.dailymails.org/mysite/campaign/auto-responder/>`__ 
*  Fill the Campaign Form

.. image:: images/autoresponder_campaign_form1.png
  :width: 100%
  :alt: Autoresponder Campaign Form1

.. image:: images/autoresponder_campaign_form2.png
  :width: 100%
  :alt: Autoresponder Campaign Form2

*  Click On Submit Button

Create Onsite Messaging
```````````````````````````````````

*  Goto Marketing → `Onsite Messaging <https://automate.dailymails.org/mysite/campaign/onsite-campaign-list/>`__ 

.. image:: images/onsite_messaging_list.png
  :width: 100%
  :alt: Onsite Messaging List

*  Click on `Create <https://automate.dailymails.org/mysite/campaign/onsite-campaign/>`__ Button 
*  Fill All Details

.. image:: images/onsite_messaging_form1.png
  :width: 100%
  :alt: Onsite Messaging List

.. image:: images/onsite_messaging_form2.png
  :width: 100%
  :alt: Onsite Messaging List

*  Click On Submit Button


Send For Review
``````````````````````````

* Goto Marketing → Campaign → Select Action → View

.. image:: images/send_for_review_action.png
  :width: 100%
  :alt: Send For Review View Action

* Click on Send For Review Button on Detail Page

.. image:: images/send_for_review_button.png
  :width: 100%
  :alt: Send For Review Button

::

    After Campaign Review, Your campaign will be send at scheduled time.