Prepare a sending account and message template
Choose the channel and informational or advertising purpose.
After this taskRequired values render and the recipient matches the intended channel.
Starting conditions and inputs
Identify the messaging channel and organization-supplied text.
- Prepare a Kakao BizMessage sender profile
- Prepare a LINE Messaging API channel
- Prepare a WhatsApp Business account
- Prepare a Facebook Messenger Page
Values for this task
entry_url, account_id, template_id, kind, test_customer_id, template_url, template_body, customers_url
Command sequence
open "$entry_url" && snapshot -i
click "$sending_account" && snapshot -i
get text body
open "$template_url" && snapshot -i
get text body
fill "$template_body_input" "$template_body" && press 'Tab' && snapshot -i
# Outside browser: For reviewed template kinds, the operator checks the actual provider approval.
open "$customers_url" && snapshot -i
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $sending_account | Account used for sending |
| 2 | get text | Compare organization, channel and external account. |
| 3 | open | Template record to use |
| 4 | get text | Compare template kind, account and sending purpose. |
| 5 | fill $template_body_input | Template body input |
| 6 | press | Leave the body input. |
| 7 | Outside browser | For reviewed template kinds, the operator checks the actual provider approval. |
| 8 | open | Test customer table |
| 9 | check $customer_checkbox | Checkbox for one test customer row |
| 10 | click $open_send | Send button for the selected customers |
| 11 | click $template_picker | Template chooser in the send dialog |
| 12 | press | Expand the template list. |
| 13 | click $template_option | Template option matching template_id and name |
| 14 | get text | Compare selected template and account with the inputs. |
| 15 | click $preview | Preview button; distinguish it from the send button |
| 16 | wait | Wait for recipient eligibility counts. |
| 17 | get text | Compare preview counts, first eligible recipient and text with expectations. |
Check the result
Required values render and the recipient matches the intended channel.
Resuming after interruption
Read the same IDs again. Preserve correct settings and update only differences.
Before sending booking notices or return-visit promotions, verify a connected sending account and prepare a channel-compliant message template. Template messages substitute customer variables into prepared copy. They differ from live AI inbound chat, phone interpretation, or outbound AI calls.
This guide explains how to inspect the sending account, edit and save a template body, and verify variable substitution in preview. The accounts and copy in the video are synthetic test data.
Synthetic template:
10월 재방문 상담 안내(LINE advertising template)Updated body:
${customer.display_name}님, 예약 문의는 이 채팅에 답장해 주세요. 문서 촬영용 시험 문구입니다.
Saving a template locally does not guarantee that every channel can send it immediately. Reviewed template kinds such as Kakao AlimTalk require external provider approval in addition to local persistence.
Choose the channel and message purpose
Select the target channel and classify the message as informational or advertising. Use informational templates for notices directly tied to a booking, and use advertising templates for promotions or return-visit offers.
Inspect these four fields on the template detail screen.
| Screen field | Purpose in this task | What to verify |
|---|---|---|
Kind (kind) | Identifies the delivery format, such as AlimTalk, brand message, or LINE push. | Confirm it is an outbound send kind, not a saved reply (message) or AI instruction (prompt). |
| Sending account | Identifies the channel account that sends the message. | Match this account to the channel account linked to your target customers. |
| Purpose | Marks the template as informational or advertising. | Verify that advertising templates enforce consent checks and opt-out text. |
Body (내용) | Holds the message text and variables such as ${customer.display_name}. | Check that the sentence reads naturally after variable substitution. |
Check the sending account and channel connection
Open Channels (채널) in the left menu and select the sending account record. Confirm that the organization, channel type, and external sender identifier match your intended sender.
Kakao BizMessage requires a registered sender profile, and WhatsApp requires a Business account and phone number ID. Do not select an admin login account or an inbound-only account as the sender.
Edit the template body and customer variables
1. Open the template in Templates
Select Templates (템플릿) in the left menu and click the template row. The recording opens 10월 재방문 상담 안내, a synthetic LINE template without external sending credentials.
Read the template kind, linked account, and sending purpose before editing the text.
2. Update the body while keeping the customer variable
Edit the Body (내용) input with your approved copy. Preserve the exact variable syntax such as ${customer.display_name}. The recording updates the Korean text as follows.
${customer.display_name}님, 예약 문의는 이 채팅에 답장해 주세요. 문서 촬영용 시험 문구입니다.
Check that the sentence still makes sense if a customer record has an empty display name.
3. Leave the input to trigger autosave
Press Tab or click outside the text box after editing. The template editor saves changes automatically when focus leaves the input.
Reopen to verify saved values and provider approval
1. Reopen the same template to confirm persistence
Close the detail panel and reopen 10월 재방문 상담 안내 from the template list. Confirm that the updated text, ${customer.display_name} variable, purpose, and linked account remain stored.
2. Distinguish local state from AlimTalk provider approval
Kakao AlimTalk templates require external provider review before live delivery. The recording opens 예약 확인 알림톡 next to show that local fixture state does not prove external approval. Editing a reviewed template can require re-approval from the provider.
3. Run a single-customer preview to check substitution
Open Customers (고객), check one test customer row, and click Send (발송). Choose the template and click Preview (미리보기) to verify the eligible count, recipient address, and rendered text.
Watch the actual steps
This 32-second recording edits a synthetic LINE template, reopens it to confirm saved values, and contrasts local editing with AlimTalk approval checks.
Transcript
- Open the synthetic LINE template. This fixture has no external sending credentials.
- Keep the customer name variable and save the test message.
- Reopen to check the stored text, purpose, and account.
- AlimTalk approval is a separate check. This fixture state does not prove external approval.
If the result differs from what you expected
The old template text returns after reopening
Check whether you closed the panel before moving focus out of Body (내용). Enter the updated text again, press Tab to complete autosave, and reopen the record to verify.
The customer name variable does not substitute in preview
Check that the placeholder matches ${customer.display_name} with exact braces and spelling. If the syntax is right, open the test customer record and confirm that its display name field is populated.
The prepared template is missing in the send dialog
Confirm that the selected customer rows belong to the same channel account linked to the template. Also check that the template kind is an outbound notification kind rather than message or prompt.
A saved AlimTalk template cannot be sent
Body edits on an AlimTalk template require fresh approval from the Kakao BizMessage provider. Refresh and verify the provider approval status before attempting a live send.