Create Template

Build and Design user-friendly Template

This is where you can create templates which can be used in promotional and notification campaigns or to initiate journeys.

Create Template option is accessible from the Active, Archive, or Template Library section, available in the Template Tab.

Follow WhatsApp template guidelines while making templates.

Before we head on to how to create a template, it's best to know the kind of templates for better categorization during creation. Chatman allows three types of template creation:

Types of Templates

Utility Template

These are pre-designed messages in WhatsApp Business API that serve practical purposes, like sending order updates, shipping information, or transaction receipts.

When To Use Utility Templates

Use utility templates when you want to automate and streamline communication related to essential business functions, such as order confirmations or delivery updates.

Use Case

Example Message

1. Account Verification

Hi {{user_name}}, to ensure the security of your account, please enter the verification code: {{verification_code}}. Thanks for choosing {{business_name}}! 🔐

2. Appointment Reminders

Hello {{customer_name}}! Just a friendly reminder about your upcoming appointment with {{business_name}} on {{appointment_date}} at {{appointment_time}}. See you soon! 📅

3. Bill Payment Confirmation

Hi {{customer_name}}! Your payment of {{amount}} for {{service_type}} has been received. Thank you for choosing {{business_name}}. Let us know if you need any assistance! 💸

4. Service Status Updates

Hey {{customer_name}}, great news! Your {{service_type}} is now completed. If you have any feedback or questions, feel free to reach out. We value your satisfaction! 😊

5. Subscription Renewal Notice

Hi {{customer_name}}, we appreciate your continued subscription with {{business_name}}. Your plan is set to renew on {{renewal_date}}. Let us know if you have any changes in mind. Thank you! 🔄

Note:

If a template has both utility and marketing aspects, it is categorized as marketing and utility. For eg:

"Hi {{Customer Name}}! Your recent purchase of {{Product}} is on its way (utility), and guess what? As a token of appreciation, here's a special 10% discount on your next purchase! Just use code: THANKYOU10 (marketing).

Authentication Template

These templates are for verifying a user's identity or confirming an action, often through a one-time code or link sent via chat.

When To Use Authentication Template

Use authentication templates when you need to validate user accounts, or confirm specific transactions, like logging in or making changes to an account.

Use Case

Example Message

1. Account Registration

Hi {{user_name}}, welcome to {{business_name}}! 🌟 To complete your registration, please click on the link: {{registration_link}}. We're excited to have you on board! 🚀

2. Password Reset

Oops! 😬 It happens to the best of us. To reset your password for {{business_name}}, click here: {{reset_link}}. Let us know if you need any assistance! 🔐

3. Two-Factor Authentication (2FA)

Hey {{user_name}}, to add an extra layer of security, please enter the verification code sent to your registered number: {{verification_code}}. Thanks for keeping your account safe! 🛡️

4. Email Verification

Hi {{user_name}}, we just need to confirm your email address. Please click on the link: {{verification_link}}. Your trust means a lot to us! 📧

5. Device Authorization

Hello {{user_name}}, to ensure the security of your account, approve the login request on device {{device_name}}. If it wasn't you, please contact us immediately. Thanks for staying vigilant! 📱🔒

Marketing Template

Marketing templates are messages tailored for promotional purposes, helping businesses share offers, product launches, or engaging content with their customers.

When To Use Marketing Templates

Utilize marketing templates when you want to create awareness about your products or services, run promotions, or establish a more personalized connection with your audience.

Use Case

Example Message

1. Welcome Series for New Subscribers

Hey {{Subscriber Name}}! 🌟 Welcome to our community! We're thrilled to have you on board. Get ready for exclusive content, offers, and surprises! 🎉

2. Abandoned Cart Reminder

Hi {{Customer's Name}}, noticed you left something in your cart. Did life get in the way? Complete your purchase now, and enjoy your chosen items! 🛍️

3. Special Occasion Discounts

Happy Birthday, {{Customer's Name}}! 🎂🎉 As a token of our appreciation, here's a special 20% off coupon just for you. Treat yourself to something fabulous! 🎁

4. Product Recommendations

Hi {{Customer's Name}}! 👋 We thought you might love these items based on your recent purchases. Explore our latest arrivals tailored just for you! 🛍️✨

5. Feedback and Review Request

Hi {{Customer's Name}}! Your opinion matters to us. Share your thoughts on your recent purchase and receive a special thank-you discount for your next order! 🌟🤗

All the templates that doesn't fall under utility and authentication are categorized as marketing template.

Steps To Create A Template

Let's suppose you want to make a 'welcome back' template for greeting users. To make it, you head over to the 'Template' tab and tap 'Create Templates' available under the Active, Archive, or Library tab.

Decide on what name you want to give to your template. The welcome template we're working on belongs specifically to those who visit again (not for first-time customers). So a relevant name could be 'welcome_back.'

It is advisable to give a category name along with a specification (if applicable) for seamless future access.

Now you need to select the category for which you want to create the template. It is of three types: utility, authentication and marketing.

The template we're creating is a marketing content so we select marketing.

Choose the language from the drop-down and tap 'create a template.'

Let's say we want to create the template in English. We simply search and select.

A page as displayed below will appear.

On the left-hand side, you can edit the previously added details like template name, category, and language and get options for the template header.
In the middle, the body, footer and buttons for the templates to be added.
On the right-hand side, you can see the template preview simultaneously as you make modifications.

Let's say you want to add a header for your 'welcome_back' template. On the left-hand side, you get a lot of header options. Choose the one that meets your needs.

Here, we only need a text header with the message: Welcome back {{name}}!

Different Header Widgets

Text: Text header allows you to add text header to your template. Text can convey information, instructions, or messages to your audience.
Image: This feature allows you to add images to your template, such as photos, icons, logos, etc. Images can illustrate concepts, show examples, or create interest for your audience. Supported file format (png, jpeg, webp)
Video: This feature allows you to add videos to your template, such as clips, animations, recordings, etc. Videos can also be played, paused, muted, or looped to control the viewing experience. Supported file format (mp4, 3gpp)
Document: This feature allows you to add documents to your template (only pdf files). Documents can provide detailed information, data, or analysis for your audience. Documents can also be downloaded or viewed by your audience.
Location: This feature allows you to add locations to your template, such as maps, addresses, directions, etc. Locations can help your audience find your business, event, or destination.
Catalog: This feature allows you to add catalogs to your template, such as product lists, menus, portfolios, etc. Catalogs can display your offerings, prices, or features for your audience.
Carousal: This feature allows you to add carousels to your template, such as slideshows, galleries, testimonials, etc. Carousels can also be scrolled, swiped, or clicked by your audience.
MPM: This feature allows you to add multi-part messages to your template, such as quizzes, surveys, forms, etc. MPMs can collect feedback, input, or responses from your audience. MPMs can also be validated, scored, or submitted by your audience.

Add variables to your header in the middle tab for dynamics based on set attributes.

You might want to call your customer with name for a personalized communication; this is how you can do that.

Simply add {{ }} and in between what you want to fill, here we want name so our final header is : Welcome back {{name}} !

Add a relevant body message. You can bold, italicize, strikethrough and monospace the body text by selecting the content and tapping the buttons simultaneously.

Just as above, you can add dynamic fields to your body to better connect with your audience. For our template we can use a body like

It's great to see you {{name}} back onboard. Since you were our loyal customers, we offer you a 20% discount on your next purchase.

Add footer option like, type 'STOP' to if you want to receive no updates.

Adding a footer enhances customer experience allowing them to opt-out for notifications and updates when they want to.

Add buttons according to the template needs and aim. The different buttons available are:

Different Button Types

Quick reply: This button allows you to add predefined options or answers to your message, such as yes/no, agree/disagree, etc.
Visit website: This button allows you to add a link to your website or any other web page to your message, such as your homepage, blog, landing page, etc.
Call phone number: This button allows you to add a phone number to your message, such as your customer service, sales, or support number.
Copy offer code: This button allows you to add a promotional or discount code to your message, such as a coupon, voucher, or gift card code.
WhatsApp flow: This button allows you to add a link to a WhatsApp chatbot or flow to your message, such as a survey, quiz, or game.

The best button that suits our 'welcome_back' template need is copy offer code, so we select that.

Preview the template on the right hand side for identifying errors.

Tap 'Save for later' to add to private collection and submit to sent it for approval.

Say we want to save for later.

A popup 'add to private collection' appears. Choose type Industry or application.

Our templates is a Application one hence we select application.

Now select a application. The template we're working on is a marketing one so we select marketing.

Finally, tap Confirm to publish it to the private collection.

The submitted template will be added to the Active in the Template Tab.

The template will be saved in its relevant category if you have the admin rights otherwise it will be stored in the Private collection.

A Private Collection can hold 50 templates.

Now that you know the steps to create a template, play around while you create different templates such as, product marketing template (create guide) and more.

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Last updated 11 months ago