How to create WhatsApp templates through Notifications Engine?

In this article, you will learn how to easily create WhatsApp templates to be approved by Meta, and then send them to your users through the Notifications Engine feature.

Estimated reading time: 06 minutes

Sending notifications to your customers is very important to increase sales, and customer retention/loyalty; that is why our platform has a tutorial to create WhatsApp templates. These templates will be pending approval by Meta (usually within 24 hours). Once the templates are approved, you can use them to notify your customers about offers, special communications, schedule changes, etc., through the Notifications Engine feature, which allows creating user groups and setting up individual notifications. For more details, you can read the article How to send templates and notifications through Notifications Engine?

How to create templates?

By accessing Notifications Engine>Templates (https://go.botmaker.com/#/pusheswa), you can create new templates by clicking +New at the top of the screen.

01

This way, you will access a tutorial that will guide you in creating your template. It will then appear in the WhatsApp Templates list and will be displayed as pending approval.

02

Step 1: Configuration

In this step, you must fill in the following fields to start creating the template:

  • Name: you must use lowercase and underscore without spaces (example: limited_offer).
  • Chatbot: select the chatbot to which the template will be applied.
  • Service queues: select if the template will be applied to a specific service queue. This field is optional.
  • Category: select which category the template corresponds to (see explanation in the “About categories” section).
  • Image: select the image that accompanies the template (optional).
  • Comments: write additional comments to provide more information to your customers. This field is optional.l.

03

Step 2: Header

You can add a header or not add a header. The options are as follows:

  • No header
  • Image
  • Document
  • Video
  • Text

04

Step 3: Content

Now you must enter the content of the template. For each variable you enter, you must add an example.

Note that, if you selected the Spanish language, you must write the message in that language for it to be understood. Remember that the content field** cannot be empty and that it accepts a maximum of 1024 characters.

05 Step 4: Footer

In this step, you can add a footer (maximum 60 characters). The inclusion of the footer is optional.

06

Step 5: Buttons

You can add buttons if you wish. You can also create the template without buttons. See the options below:

  • Do not add buttons
  • Quick response buttons
  • Quick response buttons by API
  • Callout or URL buttons

If you choose quick response buttons, you can add a maximum of 2 (two) buttons with their corresponding intents. That is, when you select each button, the intent associated with it will be executed.

07

Once you have completed these 5 (five) steps, click Create. You will then see the created template in the WhatsApp Templates list.

08

About the categories

As of April 1, 2023, WhatsApp will change the existing model from two categories of conversations (user-initiated and business-initiated) to four: user-initiated (now renamed service) and three categories of business-initiated conversations based on use case: utility, marketing, and authentication.

Remember that these new categories will be required for template approval starting April 1 at the current prices.

Find more details about the categories and the prices of the conversations (effective June 1, 2023) by accessing this link (Spanish) or this link (original in English).

Characteristics of the new category model:

Utility conversations

These are business-initiated conversations where the customer has opted-in to make a request or transaction or update an ongoing transaction, including post-sale notifications and billing.

Authentication conversations (Ex. OTP)

Business-initiated conversations where customers have opted-in to enable the business to authenticate users with a one-time key, potentially in a multi-step login process (such as account verification or recovery).

.

Marketing conversations

Business-initiated conversations where customers have opted-in to receive promotions, offers, product updates, invitations, or alerts that trigger a customer action.

Service conversations

Any user-initiated conversation.

Optimize communication with your customers by creating templates in a simple way to send them according to your needs through our Notifications Engine feature. Remember that, for more information, you can read the article How to send templates and notifications through Notifications Engine?

Remember to visit our Help Center for further information.

Written by: Botmaker Team

Updated: 3/22/2023

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WhatsApp