Active
Enhance engagement, streamline interactions and make relevant communications with template under Active tab.
Last updated
Enhance engagement, streamline interactions and make relevant communications with template under Active tab.
Last updated
All the templates created, irrespective of their status: approved, pending or rejected are visible here. Chatman's active tab offers a lot of features:
These are not a kind of template but a category that templates falls under.
This is where you create a template to use later in running campaigns or journeys or to send directly to customers from the shared team inbox. Tap the below link to learn how to make a template.
The Search option in the 'Active' section of the Template tab helps narrow down your search and quickly find the templates you're looking for.
Say you want to customize a welcome template to send to a special customer. It's tedious to search for a specific one, scrolling down and down, and find the one you're looking for.
So a better way is to utilize the search option. Here are the steps for the same:
Head over to the 'Search' bar.
Greeting includes words like "hello", "hi", and "welcome" in them. Put in the word of your choice, say 'welcome'.
Now all the templates with the 'welcome' word appear with status: approved, pending and rejected.
However, only 'approved' templates can be used, so to further narrow down your search for the 'approved' templates you use the filter option.
Tap on the filter icon on the right side of the search bar.
Select the status as approved to see all the templates that has got WhatsApp approval.
Pertinent result will now be displayed in the table.
The Action buttons include options to perform actions such as:
This enables you to efficiently manage and utilize the available templates in the system according to your specific requirements and objectives.
The action button in the templates table helps you quickly archive the rarely used messages, eliminate the unnecessary ones, or directly send the required template to the concerned customer or segment.
It allows you to send the templates quickly to a range of audiences or segments (if only you have made one previously).
Say you want to send a welcome message to check for active customers to a segment named as active_customers. How can you do that?
Utilize the search and filter option to search for the welcome template. Click on the 'send' icon available in the right-hand corner of the same template.
A page will appear highlighting the template information, such as header type, body, footer, and more.
You get a list of options based on the template header type and how the template body. For, e.g., You will get options for setting attributes if you have dynamic fields in the body of the template selected.
Tap on 'preview' in the upper right-hand corner if you want to check what your template will look like upon sending it to the customer.
If you don't want a preview, scroll down and tap 'Select audience.'
Click on 'Search Users' and select 'Segment' to send the template to all those people in the segment you desire.
Select user if you want to send templates to specific contacts.
Tick out the segment and tap 'send' to deliver.
It allows for quick template copying without actually opening or accessing its elements. You can later paste the template on the customer inbox, make modifications to tailor it to specific customers' needs, and send it. Just tap on the 'copy' icon as shown below.
Say you want to see only the approved templates in the active tab for better visibility. Simply move the pending and rejected ones to the archive tab.
To archive a template, follow these simple steps:
Decide on which template you want to archive. Head over to the 'archive' icon on the right-hand corner of the same template. Click as shown below.
A popup appears with a warning, as shown below. Tap 'confirm' if you want to send the template to the archive tab, or click 'cancel' in case you have changed your mind.
