How to create a template in WhatsApp on the phone - briefly?
Creating a template in WhatsApp on your phone involves using the "Templates" feature within the Business App. To begin, open the app, navigate to the "Business tools" section, and select "Message templates." Here, you can create, edit, or delete templates as needed for efficient communication with your customers.
How to create a template in WhatsApp on the phone - in detail?
Creating a template in WhatsApp on your phone is a straightforward process that can significantly enhance your messaging efficiency, particularly if you frequently send similar messages. Follow these detailed steps to create and use templates effectively:
- Understand the Basics: Templates in WhatsApp are pre-approved messages that businesses can use to communicate with their customers. These templates must comply with WhatsApp's guidelines to ensure they provide value without being intrusive or misleading.
- Set Up Your Business Account: To create and use templates, you need a WhatsApp Business API account. This account type is designed for medium to large businesses that require more advanced features than the standard WhatsApp Business app offers. You can sign up for an API account through a WhatsApp Business Solution Provider.
- Access the WhatsApp Business Manager: Once your business account is set up, log in to the WhatsApp Business Manager. This platform allows you to manage your templates and other business features.
- Navigate to Message Templates: In the Business Manager dashboard, locate the section for message templates. This is usually found under settings or a similar category.
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Create a New Template: Click on the option to create a new template. You will be prompted to enter the details of your message. This includes:
- Name: Give your template a descriptive name that reflects its content and purpose.
- Message Body: Write the text of your message. Ensure it is clear, concise, and complies with WhatsApp’s guidelines.
- Placeholders: Use placeholders for dynamic content such as names or dates. These will be replaced with actual data when you send the message.
- Submit for Approval: After creating your template, submit it for review. WhatsApp reviews all templates to ensure they meet their standards and do not violate any policies. This process can take a few days.
- Approved Templates: Once approved, your template will be available for use in your WhatsApp Business API account. You can now send this pre-approved message to your customers directly from the Business Manager or through integrated systems.
- Integrate with Your Systems: For optimal usage, integrate your templates with your CRM or other business software. This integration allows you to automatically send personalized messages based on triggers such as customer actions or specific events.
- Monitor and Update: Regularly review the performance of your templates and update them as needed. Customer feedback and changes in business operations may require adjustments to ensure your templates remain relevant and effective.
By following these steps, you can create and utilize WhatsApp templates efficiently, improving your customer communication and overall business operations.