WhatsApp Templates

The WhatsApp Templates feature in Squarebox allows you to create pre-approved message templates for effective customer communication. Templates can be used for marketing, utility messages, or authentication. Follow these steps to create and manage your templates.

Step 1: Navigate to the Manage Templates Section

1. Go to the WhatsApp Template > Manage Templates section in the sidebar.

2. Click on the Add New Template button in the top-right corner.

GIF showing navigation to the "Manage Templates" section and clicking "Add New Template.

Step 2: Choose Template Type

1. Category Selection:

   • Select the category that best describes your message:

     • Marketing: For promotions, offers, and announcements.

     • Utility: For order updates, feedback requests, etc.

     • Authentication: (Coming Soon) For OTPs and secure communication.

2. Template Type:

   • Choose the type of message:

     • Custom: Standard text/image templates.

     • Catalogue: (Coming Soon) Templates for product catalogs.

     • Flows: (Coming Soon) For surveys or form-based interactions.

     • Order Details: (Coming Soon) For order-specific communications.

GIF showing selecting the category and type of template.

Step 3: Add Details and Submit for Approval

1. Template Details:

   • Template Name and Language:

     • Provide a unique name for your template (e.g., "Promo_Offer_December").

     • Select the language for the message (e.g., English, Hindi).

   • Message Content:

     • Header: Add a title or subject (optional).

     • Body: Compose the main message with text or variables (e.g., {{CustomerName}}).

     • Footer: Add a closing line or disclaimer (optional).

     • Button: Include a call-to-action (e.g., Visit Website, Call Now).

   • Use the Preview Pane on the right to verify how the template will appear to recipients.

2. Submit for Approval:

   • Once all fields are complete, click Submit for Approval.

   • The template status will appear as Pending until it is reviewed and approved by WhatsApp.

GIF showing the fields being filled out and the preview updating.

Managing Templates

1. View Template Status:

   • Check the status of your templates (e.g., Approved, Pending) in the Manage Templates dashboard.

Screenshot showing the template list with their statuses

1. Delete Templates:

   • Click the More Options (⋮) next to a template to delete it.