Articles on: WhatsApp

How to create WhatsApp template message

In this article, we will learn how to create WhatsApp templates.

Step 1: Open Content Library

- Navigate to the 'Content Library' from the sidebar of your dashboard.

Sidebar showing Content Library option

Step 2: Choose WhatsApp Templates

- In the Content Library, select the 'WhatsApp Templates' option.

Sidebar with WhatsApp Templates selected

Step 3: Initiate Template Creation

- Click on the 'Create Template' button to start designing your template.

Button for creating a new WhatsApp template

Step 4: Enter Template Details

- Template Name: Enter the desired name for your template.

- Category Selection: Choose 'Marketing' or 'Utility' for the template category.

- Button Options:
- Select 'Quick Reply', 'Call to Action', or 'None' for buttons.
- Quick Reply: You can add up to three quick reply buttons.
- Call to Action: This option allows you to create a button that performs a specific action, like directing to a URL or making a phone call. Provide a concise description of the action for clarity.

- Header Type:
- Choose between 'Image', 'Video', or 'None' for your template header.
- If Image is selected:
- Choose 'Static' or 'Dynamic':
- 'Static': Pick an image from your gallery.
Static Image Selection
- 'Dynamic': Specify the source of the image, such as 'Product Image from Order' or 'Product Image from Abandoned Cart'.

Step 5: Compose Message

- Write the message for your template, using placeholders like {{1}}, {{2}} for dynamic content.
Example Message Format:
Dear {{1}},
Welcome to the {{2}} family! Use code {{3}} for a discount.
Start shopping: {{4}}
{{5}} Team

Step 6: Call to Action Setup

- If 'Call to Action' is selected:
- Choose the type of action: 'Visit URL' or 'Call Phone Number'.
- Add the text for the button, such as 'Shop Now'.
- For URL type, select between 'Static' or 'Dynamic' and map the website URL accordingly.

Setting up Call to Action

- You can include a footer message like an unsubscribe option.

Adding a footer message

Step 8: Map Variables

- In the 'Map Your Variables' section, you'll see a table to assign each variable in your message to a specific data source.

- Click on the variable placeholders like {{1}}, {{2}} in the table.

Click on the variable placeholders

- A dropdown menu will appear, showing various options to map these variables.

Dropdown Menu for Variable Mapping

- For each variable, select the related data source from the dropdown.
- In the 'Add Sample Data' column, input sample data for each variable.
- In the 'Default' column, provide default values for each variable. These values will be used if the property is missing for the user. For example, if the property is 'FirstName', the default value might be 'Customer'.

Step 9: Save or Send for Approval

- Finally, choose to either save your template for later revisions or send it for approval.

Updated on: 22/01/2024

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