Message Template
With the latest update, users can now send a variety of message templates including text, media, buttons, quick replies, and more. This enhancement allows businesses to utilize message templates in CRM just like they do on WhatsApp, maintaining the same structure and user experience.
Configuration
Step 1
Open Meta Platform: Begin by logging into your Meta account.
Navigate to WhatsApp: On the left-hand panel, find and select the "WhatsApp" option. This will open a submenu.
Select QuickStart: From the dropdown under WhatsApp, click on "QuickStart" to access the configuration options.
Step 2: Create a New Message Template in Meta
Go to Message Templates: Under the "WhatsApp Business" section, select "Message Templates." This is where you can create and manage templates.
Click "Create Template": On the right side of the screen, you’ll see a "Create Template" button. Click on it to start building your template.
Design Your Template: You can now create a template according to your needs. For example, you can add an image along with the text body. The interface allows you to customize your message template fully.
Submit for Review: Once your template is ready, select "Submit for Review." Meta will review your template to ensure it complies with their guidelines. Approval is necessary before using it in a business context.
Step 3: Configure the Template in CRM
Switch to CRM: After your template is approved, log into your CRM system.
Access Configuration Settings: Click on the "Configuration" option in the CRM menu.
Create a New Message Template: Select the "+ New Message Template" option to add the template you created on Meta.
Search and Select Template: Look for "WhatsApp Promotion" in the template list. Select it to view the template’s body content and associated image URL.
Save the Configuration: After reviewing the content, save your settings to finalize the integration.
How It Looks to the Sender ⤵
Once configured, here's how the message template appears from the sender's perspective when sent from CRM. The interface and structure mirror those of WhatsApp, ensuring a seamless user experience.
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