How to make a template in WhatsApp - briefly?
Creating a template in WhatsApp involves using the built-in formatting options and saved replies feature. First, type your message using the available formatting tools such as bold, italic, or strikethrough. Once satisfied with the format, save it as a new template by clicking on the three dots next to the message and selecting "Save as Template." This will allow you to reuse the formatted message quickly in future conversations.
How to make a template in WhatsApp - in detail?
Creating a template in WhatsApp is a valuable tool for businesses and individuals who frequently send similar messages. Templates allow you to standardize your communication, ensuring consistency and efficiency. Here’s a detailed guide on how to create a template in WhatsApp:
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Understand the Requirements: Before you start, it's crucial to understand that WhatsApp templates are primarily designed for business use cases. You must have a WhatsApp Business Account or a verified WhatsApp Business Profile to create and send templates.
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Access the WhatsApp Business App: Open the WhatsApp Business app on your smartphone. If you don’t have it yet, download it from the Google Play Store or Apple App Store.
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Navigate to Settings: Tap on the three dots (⋮) in the upper right corner of the screen to access the menu. From there, select "Settings".
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Business Settings: In the settings menu, look for an option labeled "Business settings" or similar. This section is specifically designed for business users.
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Message Templates: Within the Business settings, you will find an option called "Message templates". Select this to begin creating your template.
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Create a New Template: To create a new template, tap on the "+" or "Add" button. This action will prompt you to enter the details of your message.
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Customize Your Message: You can now customize your message. WhatsApp allows for various placeholders that you can use to personalize each message sent from the template. For example, you might include placeholders for a recipient's name or other relevant information.
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Set Up Placeholders: Placeholders are indicated by curly braces
{}. For instance, if you want to address the recipient by their first name, you could use{first_name}. Ensure that any placeholder text is accurate and fits seamlessly into your message. -
Review and Save: Once you have crafted your template, review it carefully for any errors or omissions. Make sure the message flows naturally and conveys your intended meaning. After reviewing, save the template.
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Test Your Template: Before using the template in a live environment, it’s a good idea to test it. Send a few trial messages to yourself or a colleague to ensure that everything works as expected.
By following these steps, you can create effective and efficient WhatsApp templates tailored to your business needs. This not only saves time but also ensures that your communication remains professional and consistent across all interactions.