send mass messages, create forms or apply surveys.
WhatsApp conversation templates are essential to comply with platform regulations, improve efficiency and consistency in communication, and enable large-scale personalization. They facilitate the automation of common responses, improve customer experience and enable effective analytics to adjust communication strategies, increasing customer satisfaction and loyalty.
Steps to follow:
- CRM and Templates selection: From the main menu, select "CRM" and then click on "Templates". Here you will find all your previous templates and the option to create a new one.
- New Template Creation: Click on "New Template" to start creating a new template.
- Channel Selection: Select the channel you will use to create the template, such as WhatsApp connected by QR code, WhatsApp Business (official Meta connection), Facebook Messenger or Instagram. The video uses the WhatsApp Business channel as an example.
- Template Settings: Enter a name for the template and select a category (such as utility, authentication or marketing conversations). Specify a template type (text, text with image, video, document or buttons). In the example, a button type template is used for newly registered SHIMLI customers.
- Message Body Creation: Create the message body using variables in double braces for text or dynamic parameters. Avoid starting or ending a template with variables to prevent rejection by WhatsApp.
- Review and Submit for Approval: Once all fields are completed, review the information and click "Review" to submit the template for review and approval.
- Template Status Monitoring: After submitting the template, you can see the review status in the template panel. Possible statuses are pending and approved.
- Using the Approved Template: Once the template is approved, you will be able to use it in your conversations, mass messages, surveys and forms.
