Create and Edit Template

Discover the process of crafting a WhatsApp template messages in BizMagnets. Customize your template message according to your requirements.

Guidelines for Creating WhatsApp Templates

To ensure your WhatsApp message templates are approved, follow these straightforward rules:

  1. Template Name: Use only lowercase letters, numbers, and underscores. The name should reflect the message content.

For example, if you're creating a feedback request template, the name should be feedback_request rather than something random like abc123 or promo_template.

  1. Restricted Content: Avoid promoting items like drugs, weapons, or any restricted content. For further details, refer to WhatsApp's policy.

  2. Sensitive Information: Refrain from requesting personal or financial information in the template.

  3. Variable Formatting: Use {{variable}} to represent dynamic content and ensure clarity by providing sample values.

    Example:

    • {{customer_name}} = Alex

    • {{order_amount}} = 499 INR

    • {{business_name}} = BizMagnets

Once your template is created, submit it for approval. Approval decisions typically take up to 24 hours. Once reviewed, a tag will be added to your template indicating its status.

By adhering to these guidelines, you ensure a smooth approval process for your WhatsApp message templates.

Components of WhatsApp Templates

When creating WhatsApp message templates, it's important to understand their key components to ensure they are effective and compliant with WhatsApp's guidelines. Here’s a breakdown of these components:

Components
Description

Headers

Headers appear at the top of your template messages and can include text, images, videos, documents, or locations. Each template can have only one header.

Body

The body is where the main message content resides. Keep it clear and concise. You can use placeholders (variables) in the format {{variable}} to personalize the message with specific information when it's sent.

Footer

The footer is optional and can contain additional information or a call-to-action. It’s ideal for including contact details or legal disclaimers.

Buttons

You can incorporate buttons in your templates, such as quick reply buttons, call-to-action (CTA) buttons, or form buttons. These can direct users to a website or prompt them to respond with predefined options.

You can either create a new WhatsApp template from scratch or edit template from the BizMagnets Template Library.

Create a New Template

  1. To create a template in BizMagnets, go to Settings and select WhatsApp Templates from the dropdown menu.

  2. Click on the "+ Create Template" option.

  1. Enter the name for the template, choose the category (Utility or Marketing), and select the language and then add the message header (optional).

  1. Type the message in the message body.

  1. Type your template footer, which is optional. For example, 'Reply STOP to unsubscribe'.

  1. Buttons offer a user-friendly method for interacting with a message and performing specific actions. There are two types of buttons:

    • Call to Action: This type of button motivates users to take a particular action, like visiting a website or filling out a form.

    • Quick Reply: This button features customizable text that enables users to swiftly respond using preset choices, such as "Yes" or "No."

  1. Click "Submit For Approval" after finalizing your template.

Edit a Template

  1. Go to Settings and select WhatsApp Templates from the dropdown menu. Under the My Template tab you will find all the templates you have created.

  2. Choose a template that fits your business needs. Click on "Use" to start editing the template components according to your requirements.

  3. Select the three dots icon as shown in the below screenshot for more options.

  1. Select the 'Edit' option.

  1. Make the necessary alterations in the template and click 'Submit for Approval'. This will send the template to META for verification.

Sync with WhatsApp to know the approval status

To monitor the approval status of your template from META, ensure that your WhatsApp is synced with BizMagnets. This will allow you to receive prompt updates on your template's approval and guide you on the next steps.

Test the WhatsApp Template

Once your WhatsApp template receives approval, it's important to test it to ensure it functions as intended. Testing helps verify that recipients view the template correctly and that it operates properly.

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