Creating and managing WhatsApp templates is crucial to enhancing communication and engagement with your customers. This guide provides a detailed walkthrough for setting up both standard and interactive WhatsApp templates, including features like media support and customizable call-to-action buttons. By following these steps, you can ensure that your templates are efficiently created, approved by Meta, and effectively utilized for various marketing and utility purposes.
Creating a WhatsApp Template
Access Template Creation
Navigate to Settings > WhatsApp > Templates and click on Create Template.
Enter Template Details
A new section will appear where you need to provide the Template Name, Category, Language, and Header information.
Template Name: Use lowercase characters or underscores for the template name.
Category: Choose between the Marketing and Utility categories; most templates will be under the Marketing category.
Language: Select the desired language from the available options.
Header (Optional): You can add a static or variable header, with only one custom variable allowed.
📌Note: Only select the option Utility for your template if you want it to be sent when triggered by contacts, and it will include specific details about the interaction to which they relate. For example, an order confirmation must contain an order number.
Adding Media to Your Templates
WhatsApp supports Media Templates, allowing the inclusion of various media types such as images, videos, documents, and locations.
Complete Body and Footer Details
Body: Compose the message to be sent to the customer, including multiple custom variables if necessary, by clicking on Add Variable.
Footer (Optional): Add a static footer if needed.
📌Note: You must provide sample values for all custom variables, as Meta requires examples when submitting the template.
Setting Up an Interactive WhatsApp Template
When creating a new template, select from a variety of CTA buttons such as Visit Website, Call Phone Number, Copy Offer Code, or Marketing Opt-Out.
Marketing Opt-Out: Provide an option for users to opt out of marketing messages, ensuring compliance and building trust.
Trackable Website: Use trigger links or other website links to perform a series of actions after a single click.
Visit Website: Direct users to your website, boosting traffic and conversion rates.
Call Phone Number: Allow users to call a specified number directly from the message for immediate communication.
Copy Offer Code: Make it easy for users to copy promotional codes or offer details.
Flow: Select a Flow from the available options to guide users through a specific process.
If none of the available options suit your needs, choose the Custom CTA option.
