How to Add a Template for WhatsApp Campaigns

Users who have connected their phone number to the WhatsApp Business API can send campaigns to their audience. Sending campaigns to all of your subscribers is possible with an approved template.

You can only create templates for transactional and triggered campaigns. Templates are designed to inform users of any changes that occur to their orders or account. The text of the message should not contain advertising content or information that the user has not requested. We recommend you take a look at some examples of templates.

In this article, you'll learn how you can create a request to add a message template and send it for WhatsApp moderation.

Go to the "Chatbots" section and select your WhatsApp chatbot. Go to the “Templates” tab and click “Add Template.”

Step 1. Enter a Name for the Template

Enter a name for the template by which you can easily find the template in your template list. You can use Latin lowercase characters, numbers, and underscores in the name.

Step 2. Add template Content

Enter text for the template. You can insert emoji and variables in the message as {{1}}, {{2}}. When sending a campaign using a template, you can replace the variable numbers with the required variable names.

You can also add an attachment and signature to your template.

Attachment — displayed at the top of the message. You can specify whether to add an image, file, or video to the template. Select the required action from the drop-down list and upload an example of the file.

You can add a picture directly during creating a campaign. Using an image, for example, you can add a company logo or an event banner.

Signature — displayed at the bottom of the message. You can specify additional text for the signature of the message.

Step 3. Add a Button

If you need to add a button, click "Add button." You can specify a trigger word in the button text - when the user clicks on the button, a trigger flow will be launched for the specified word.

Also for the button, you can add a link to your website or event.

Step 4. Select the Language and Category of the Template

Select the template language and category from the drop-down list that matches your template.

The following template categories are available:

Account Update - used to report updates or changes to customer accounts.

Alert Update - used for important updates or news.

Appointment Update - used to confirm, remind, or other updates about customer appointments.

Auto-Reply - used to automatically reply to customers when a company representative is offline or not ready to reply immediately.

Issue Resolution - used to answer questions or get customer feedback about your business.

Payment Update - used to notify customers about their payment.

Personal Finance Update - used to notify customers about changes in their account balance.

Reservation Update - used to confirm, remind, or otherwise update customers' reservations.

Shipping Update - used to inform customers about updates on customer orders.

Ticket Update - used to send information about tickets or updates.

Transportation Update - used to send information about the delivery status of orders.

After filling out the information, click "Save" and the template will be sent to Facebook for moderation.

When the template is verified, the status will change from “Sent” to “Confirmed” or “Declined” and you can start sending campaigns with the approved template by the Facebook and WhatsApp team.

For each template, you can also get the template data structure to send template messages via the following API methods: "Send a template message to a specified contact," "Send a template message to a contact by a phone number," "Send a campaign list by template." Go to the “Templates" tab and next to the required template, click "Copy the code.” Copy the value from the window that opens and paste it into the template parameter.

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