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Creating a WhatsApp template

A step-by-step tutorial on how to create a new WhatsApp template.

How to create a new WhatsApp Template

The first step towards creating Broadcasts or Automated Drip Campaigns on WhatsApp starts with getting a template approved. For that -
  • Click on the "Create New Template" option.
  • Assign a suitable name to your template.
  • Select a relevant category for the template from the available options: Utility, Marketing, and Authentication.
Note: For Promotional Broadcasts, the Marketing category is the most appropriate.

Choosing a language for the template

Choose a language that aligns with the content of the Template Message.
Make sure the content of the Template Message matches the selected language.
The template will be rejected if the content is in a different language or a mixture of languages that includes both the selected language and another.
For example:
If you selected Spanish, but your content is in English, or the content is a mixture of languages containing both Spanish and English -
Your template will be rejected!

Choosing a Media Type for the Template

  • To ensure your template's successful use, you must select a media type carefully.
  • You have three options to choose from Image, Video, or Document.
  • Once a media type is selected, for instance, an Image in this case, the template will only accept the same media type (Image) when sending it to users.
It's important to remember that you cannot send any other media type apart from the one that was approved with the template.
Non-compliance with this requirement will result in errors.

Template Message Body

  • Enter the message you want to send to the users inside the message body.
Example: 👇
While it's not mandatory, we recommend including the text "Reply with 'UNSUB' to unsubscribe" in the footer section for ease of unsubscribing.

How to add Formatting in the template

When creating your template, you can use the following formatting shortcuts:
  • *Bold* - for Bold text
  • _Italics_ - for Italics text
  • ~Strikethrough~ - to Strikethrough

Adding Dynamic Values

To add dynamic values for recipients such as Name, Order ID, Product Names, Date, etc., click on the "+ Add Variable" button on the right.
Please note that once your template is approved, the only component you can edit will be the Variables. No other changes can be made.

Adding Buttons in the Template

There are two types of buttons that you can add to the Template.
  1. 1.
    Call to Action
  2. 2.
    Quick Reply
Call to Action
Quick Reply
Call to Action buttons can be linked to specific actions.
For instance, you can use a "Call Phone Number" button or a "Visit Website" button.
Note: You can add a maximum of two Call to Action buttons in a single template.

Call Phone Number

When the "Call Phone Number" button is clicked, it triggers a phone call action on the user's smartphone dialer.

Visit Website

On the other hand, clicking the "Visit Website" button redirects users to a specific landing page or website homepage.

Choosing the URL Type

  • Dynamic URL
This allows you to secure approval for a URL prefix with a variable, enabling you to modify the landing page URL even after the prefix has been approved.
For instance, if you get the template approved with a Dynamic URL like https://www.quickreply.ai/, you can use any URL starting with the approved prefix, such as:
  1. 1.
    For promotional broadcasts, we recommend using Dynamic URLs.
  2. 2.
    Dynamic URLs offer the advantage of more detailed user tracking.
  • Static URL
Alternatively, you can select the Static URL option from the dropdown menu if you don't plan to change it later.
Remember to add UTM Parameters in the Static Links if you choose this option. UTM Parameters help you to track:
  1. 1.
    Sales through a Promotional Campaign.
  2. 2.
    Click-Through Rates.
  3. 3.
    And several other stats.
Quick Reply buttons act as a reply action.
When a user taps on a Quick Reply button, it can trigger one of two things:
  1. 1.
    Keywords-based playbook actions - This means that the button is linked to a specific action in a playbook (a set of predefined responses or actions) based on certain keywords. For example, if a user taps on a Quick Reply button that says "Check Order Status," it might trigger an action in the playbook that sends the user information about their order status.
  2. 2.
    Hook with playbook actions - This means that the Quick Reply button is linked to a specific action in a playbook that has been "hooked" or connected to that button. For example, if a user taps on a Quick Reply button that says "Speak to a Representative," it might trigger an action in the playbook that connects the user to a customer service representative.
You can add a maximum of three Quick Reply buttons in a single template.

Add Media

Once done, click next, after which you will be asked to upload the type of media you had earlier chosen (in this case, an image).
Click "Submit" after uploading the media.

Adding Sample Values

You should provide specific and meaningful values for the variables you have added in both the message body and the dynamic URL.
It's crucial that these sample values are not placeholders or meaningless, as using dummy values may result in the rejection of your templates.
Once you have entered the sample values, click on the "Submit" button located at the top right corner.

Checking Approval Status and Handling Rejections

After submitting the template with the sample values, you can monitor the approval status of that template on the dashboard.
If you want to fetch WhatsApp's latest approval status, simply click "Sync Templates" on the QuickReply.ai platform.
You can access the dashboard using the following link: https://app.quickreply.ai/campaigns/templates.
Pending
Rejected
Approved
The 'Pending' status is the initial state of the template after you submit it.
  • It's important to understand that the template approval process is automated by Facebook and may take up to 2 days. In some cases, it might take even longer.
  • Unfortunately, we don't have any control over the speed of approval or the reasons for rejections.
A template may be rejected for several reasons. Some common causes include:
  • Use of URL shorteners (bit.ly, tinyurl, goo.gl, etc.)
  • Messages containing misspellings or grammatical errors.
  • Inclusion of dummy values in samples
  • Template message content not matching the selected language
For more detailed information on templates, please refer to the official META documentation provided below.
After your template has been approved, you are then able to:
  • Schedule broadcasts
  • Set up automated drip campaigns
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