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
Go to the WhatsApp Template > Manage Templates section in the sidebar.
Click on the Add New Template button in the top-right corner.
Step 2: Choose Template Type
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.
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.
Step 3: Add Details and Submit for Approval
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.
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.
Managing Templates
View Template Status:
Check the status of your templates (e.g., Approved, Pending) in the Manage Templates dashboard.
Delete Templates:
Click the More Options (⋮) next to a template to delete it.
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