How to Create Templates on WhatCX?

You need to follow the below steps to create a template on WhatCX

1. Login to your WhatCX account and go to Templates on the left side panel. Click on Add Template.

2. The below window will appear once you click on “Add Template”. Name your template in the template label. This could be related to the campaign you want to launch.

3. Post giving a name to your template. You have to choose the Template category. Within the template category, there are 3 options –

• Transactional – As the word suggests, these templates will have a transactional message, which could be something related to sharing account-related information with the customers
• Marketing – Within marketing, you can pass on information regarding some offers, campaigns, webinars, etc.
• OTP – OTP template category can be chosen to share OTP and password-related information with the customers.

Please note – In the screenshot, we have chosen marketing as a template category.

4. Once you have chosen the template category, you need to select the template type. Within the template type, we have 4 options available.

• Text – If you select Text as a template type you will only be able to add the text message in the body of the template.
• Image – If you select Image as a template type, you’ll be able to add both text and attach an image as a media file.
• Document – If you select Document as a template type, you’ll be able to add both text and a document in PDF format as a media file.
• Video – If you select Video as a template type, you’ll be able to add both text and attach a video as a media file.

Please note – In the example, we have chosen image as a template type.

5. Choose your desired language in the Template Language. We’ll recommend to use English US.

6. You now need to enter the Element Code name, please note that this should be a unique value and should not have any space in it.

7. Now you will land on Template Format, here you need to write the template content which you want to send to your customers to start a Business Initiated Conversation. The text content should not exceed 1024 characters.

Please note – You can add Dynamic values in the content as well.

Dynamic Values are basically the values that you want to be changed or personalized to every customer when you are sending messages. You need to define the system the value you want to pass in your dynamic fields in the param section right below the template format.

Add a Footer if you want your message to have a footer as well. This will appear at the bottom of your message in grey.

You can also select what actions you want the user to take when you send out the template messages. You can select from the 3 options.

• No Action – You want that the user should not be able to make any actions to the template message
• Call to Action Buttons – There are 2 call to actions that can be set up –

1. 1. 1. URL – Here you can put in any link to which you want your customers to get redirected to.
      2. Phone – Here you can add a number to which your customer can call.

Please note – In the below screenshot we have selected both the options.

• Quick Replies – You can set at least 3 quick replies or action points on which you want the customer actions to happen.
  In the below screenshot, we have configured two quick replies. You can click on ‘Add another Quick Reply’ and add another quick reply.
  

8. Once you are through with your Interactive Actions, you have to choose a sample media in case the Template Type is an Image, Document, or Video. Once you have submitted the sample media click on Save Draft to proceed.

9. Post saving the template draft, you will have to click on Submit to WhatsApp for Approval.

10. Your template will now be forwarded for review. You can see the status of your template by clicking on “Sync From WhatsApp”.

Once the status of the template is approved, you are good to send this template to individual contacts or send it as broadcast.