The BIK platform now supports the ability to specify custom file names for PDF files in campaigns. This feature enhances the organization and identification of files, allowing users to set and edit file names during both the template creation and campaign sending processes. Whether you choose to keep the original PDF name or input a custom name, this functionality ensures that your files are easily recognizable and appropriately named.
File Naming Options:
Define the File Name During Template Creation: You can now specify the file name when creating a template.
Modify the File Name During Campaign Sending: You also have the flexibility to adjust the file name when sending the campaign.
How to Add File Names:
Setting the File Name During Template Creation:
Navigate to "My Templates" in the BIK dashboard.
Click "Create New Template" at the top of the dashboard.
Complete the required details, such as template name, language, and other relevant information, then click "Save and Continue."
Select the document. Here, you can specify the desired PDF name. If left blank, the original PDF name will be displayed after uploading or adding the PDF URL.
Finalize other details and click "Save and Submit."
The same file name will appear in the campaign messages after the campaign is sent.
Editing the File Name During Campaign Sending:
Navigate to the Campaign Overview screen in the BIK dashboard.
Click "Start Campaign" at the top of the overview screen.
Enter the campaign details, such as campaign name and segments, then click "Next."
Choose the template containing the PDF. Here, you will find the "PDF Name" input box.
Specify a custom name, or the actual uploaded PDF name will be displayed.
The specified name will appear in the campaign messages after the campaign is sent.
FAQs
1) What happens if I don’t set a file name while creating the template?
If you don’t set a custom file name during template creation, the original PDF file name will be used in the campaign.
2) Can I use special characters in the file name?
No, special characters are not allowed. You can use alphanumeric characters and underscores instead.
3) Does the custom PDF name apply to downloaded files by recipients?
Yes, the custom PDF name you set will be the name that recipients see when they download the file from the campaign.
For further assistance or to raise feature requests related to Duplicating a Campaign in Broadcasts, please contact [email protected].