Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Go to Haptik Website
  • Contact Us
  • Home
  • Proactive Messaging
  • WhatsApp Notifications & Templates

How to Create New WhatsApp Business Templates on Proactive Messaging

Written by Soham Amburle

Updated on September 9th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Build Deploy Analyse Manage Account Bot Deactivation
  • Bot Building
    Essentials Smart Skills Steps User Messages Bot Responses Entities Connections Customisations User feedback collection Testing Whatsapp Bots NLU
  • Conversation Design
    Design Basics Design Guides Designing for Platforms Designing WhatsApp Bots
  • Developer Guides
    Code Step Integration Static Step Integration Shopify Integration SETU Integration Exotel Integration CIBIL integration Freshdesk KMS Integration PayU Integration Zendesk Guide Integration Twilio Integration Razorpay Integration LeadSquared Integration USU(Unymira) Integration Helo(VivaConnect) Integration Salesforce KMS Integration Stripe Integration PayPal Integration CleverTap Integration Fynd Integration HubSpot Integration Magento Integration WooCommerce Integration
  • Deployment
    Web SDK WhatsApp Facebook Instagram Sunshine Conversation LINE Google Business Messages Telegram MS Teams Bot as an API iOS SDK Android SDK
  • Agent Setup
    Haptik's Smart Agent Chat Zendesk Chat Salesforce Service Cloud Freshchat Zoho NICE CXOne Gorgias
  • Analytics & Reporting
    Intelligent Analytics
  • Proactive Messaging
    WhatsApp Notifications & Templates Team and User Management APIs and Integrations SMS Notifications Embedded Signup
  • Commerce Plus
    Commerce Plus for Instagram Commerce Plus for Facebook
  • Troubleshooting Guides
    Error Messages FAQs
  • Release Notes
+ More

WhatsApp templates are pre-approved WhatsApp messages that can be sent as notifications to users who might not have spoken to you in the last 24 hours on your WhatsApp number.

These templates also come with special formatting options like CTA buttons and quick replies. You can send a pre-approved template by clicking on the Templates icon in the composer section.

To create templates, you can either go to the templates icons in the composer section and click on ‘Create Template’. Or just head to the panel on the left-hand side of the inbox and click on the Template icon which is the fourth from the top.

You will then be directed to the above screen, where you can view all the templates that you have created, filter them out via name or status, and even toggle between the active and deleted ones.

To create a template, you first need to pick a suitable name for the template and then choose a relevant category. If you’re unsure about this, you can go with the commonly used category of Alert Update.

Proactive Messaging also lets you pick out the language in which you want to send the message.

 A template has four sections - the header, body, footer and buttons. Other than the body of the template, all other fields are optional.

Though the header is an optional field, if you would like to include a media file in your template, then you will have to define that in the header. Proactive Messaging lets you add photos, videos, and documents to the header.

You can just host the media on a public website like https://imagekit.io/ and then insert the URL in the template before you send it out.

In case you’re planning to use only text in the header, Proactive Messaging also lets you add a variable to the header to make it personalized for the user.

 In the body of the template, you can add any number of variables which will later be substituted with user information like name, email ID or phone number.

You can then choose to add a relevant footer to your template.

In the buttons section, you can choose to keep your button as a Call To Action (CTA) or a Quick Reply. Under each option, you can add more than 1 button.  

  • ‍CTA as a button: You can make it a CTA with a website that will direct your user to a browser or you can add a contact number which will then direct your user to a dialer app. For a website, you can choose from a static URL or a dynamic URL. The dynamic URL is where you can add variables to the base URL.
  • ‍Quick Reply as a button: You can also add a Quick Reply in this section and enable your users to respond a lot faster to your message.

Hope this article helped you understand how to create new WhatsApp Business templates using Proactive Messaging's WhatsApp Business solutions and what benefits Proactive Messaging drives to your business growth via WhatsApp.

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • How to Create a Campaign on Proactive Messaging with Delay Feature
  • How to Send a WhatsApp Notification with Media Files on Proactive Messaging
  • How to Check Your Account Status and Messaging Limits on Proactive Messaging
  • What are the Steps to Start Using Proactive Messaging's WhatsApp Notifications

Platform

  • Conversation Studio
  • Smart Skills
  • Advanced NLU
  • Intelligent Analytics
  • Omnichannel
  • Smart Agent Chat
  • Enterprise Security
  • Integrations

Solutions

  • Conversational Commerce
  • Lead Generation
  • Customer Care
  • WhatsApp
  • Conversational IVR
  • Google Business Messages

Industries

  • Retail/ E-Commerce
  • Financial Services
  • Travel & Hospitality
  • Telecom

Knowledge

  • ROI Calculator
  • Reports & Research
  • Case Studies
  • Webinars
  • ISAT
  • Tech Blog
  • Business Blog
  • Resources
  • Haptik v/s Yellow
  • Haptik v/s Liveperson
  • Haptik v/s IBM Watson
  • Haptik v/s Verloop
  • Conversations on AI

Company

  • Why Haptik
  • About Us
  • Careers
  • News & Media
  • Awards & Recognition
  • Contact Us
  • Partnerships
  • Investor Relations

Subscribe

Sign up to recieve the latest updates

Find us on

  • Twitter-footer
  • Linkedin-footer
  • YT-footer
  • Insta-footer
  • G2-footer
  • Facebook-footer

Copyright © jio Haptik Technology Limited 2021 | Data Security & Privacy Policy | GDPR

North America | Asia Pacific | Africa | enterprise@haptik.ai

Definition by Author

0
0