How to create message templates in WhatsApp?

How to create message templates in WhatsApp - briefly?

To create message templates in WhatsApp, you need to follow a few simple steps. First, navigate to the WhatsApp Business app and select the "Templates" option from the menu. Then, click on "Create Template," where you can input your desired message and save it for future use.

How to create message templates in WhatsApp - in detail?

Creating message templates in WhatsApp is a crucial feature for businesses aiming to streamline their communication processes and ensure consistency in customer interactions. Message templates enable companies to predefine responses, making it easier to handle common queries efficiently. Here’s a detailed guide on how to create message templates in WhatsApp:

Step-by-Step Guide:

  1. Accessing the WhatsApp Business App:

  2. Navigating to Message Templates:

    • Open the WhatsApp Business app and tap on the three dots (⋮) in the top-right corner of the screen to access the menu options.
    • Select “Business tools” from the dropdown menu.
    • Choose “Message templates” from the list of available business tools.
  3. Creating a New Template:

    • Tap on the “+” icon located at the bottom-right corner of the screen to create a new message template.
    • A form will appear where you can input the necessary details for your template.
  4. Filling Out the Template Details:

    • Name: Provide a descriptive name for your template that reflects its content and purpose. For example, “Order Confirmation” or “Appointment Reminder.”
    • Category: Select an appropriate category for your message template from the dropdown menu. Common categories include “Account Update,” “Alert Update,” and “Appointment Reminder.”
    • Message: Compose the actual content of your message in the text box provided. Ensure that it is clear, concise, and includes any necessary placeholders for dynamic information (e.g., customer name, order number).
  5. Adding Placeholders:

    • WhatsApp allows you to include placeholders within your message template to personalize interactions with customers. Use the following format: {{1}}, {{2}}, etc.
    • For instance, if you are creating a template for an order confirmation, you might include placeholders like {{Order Number}} and {{Customer Name}}.
  6. Saving Your Template:

    • Once you have filled out all the required fields and reviewed your message for accuracy, tap on the “Save” button at the top-right corner of the screen.
    • Your new template will now be listed among your available message templates in the WhatsApp Business app.

Approval Process:

  • Note that newly created message templates must be approved by WhatsApp before they can be used. This approval process typically takes a few business days.
  • You will receive a notification within the app once your template has been reviewed and approved.

Best Practices for Message Templates:

  • Clarity: Ensure that your messages are clear and easy to understand. Avoid using technical jargon unless it is necessary and relevant.
  • Brevity: Keep your messages concise. WhatsApp templates should be used to convey essential information quickly and efficiently.
  • Personalization: Use placeholders to make your messages more personalized and engaging for the recipient.
  • Compliance: Make sure that your message content complies with WhatsApp’s policies and guidelines, particularly regarding promotional content and user consent.

By following these steps and best practices, businesses can effectively create and utilize message templates in WhatsApp to enhance their customer communication strategies.