Welcome to Proactive Messaging's WhatsApp Notifications & Template guide. This WhatsApp Business solution helps you and your team to send personalized one-time or recurring campaigns & broadcasts to engage your opted-in customers, build recall and boost sales. Unlike traditional forwards and group broadcast features, Proactive Messaging's notification features help you send out personalized messages to 1000s of opted-in customers, also including those prospects, who might not have your number saved.

Moreover, Proactive Messaging's Notifications & Template feature enables you set these notifications as an automated campaign such that they are only sent when certain trigger conditions are met. For example, you may want to send a WhatsApp message/notification to your customer, as soon as he places an order on your website.

You can also start or stop sending notifications, according to your campaign requirements, and track your campaign performance statistics in terms of messages being sent, delivered, read, replied to, failed, or unqualified. With WhatsApp Notifications & Templates feature, you can easily measure your campaign performance, and analyze how effective it is running. 

In this module, we'll help you understand the process of sending and managing WhatsApp Business templates using Proactive Messaging's platform solutions.

To send out automated bulk notifications and run them as campaigns, you might need WhatsApp Templates. WhatsApp templates are pre-approved WhatsApp messages that can be sent as notifications to your users/customers.

To be able to send out a WhatsApp template, you need to first get it approved by WhatsApp. In the templates dashboard, you need to hit the ‘Synchronize’ button to submit a template to WhatsApp for approval.

A template once approved will appear with a green dot. The approval by WhatsApp’s AI takes place instantly i.e, within 30-60 seconds.

If you continue to see an orange dot then this means that the template has gone into the manual review, and this could take up to 6-12 hours. This usually happens if the content is promotional. As per WhatsApp’s policy, WhatsApp recommends sending only transactional notifications to the user. To ensure that the context of your message is clear to the user and avoid sending outright promotional messages.

If your template was rejected, you will get to see a red dot here. If you would then want to understand more about what went wrong, you can just reach out to our support team via WhatsApp on +91 70215 12345 and we would be happy to assist you.

Once your template is approved, it will be available in Proactive Messaging's Inbox and the Notifications Centre to send to your users. Once you choose the approved template that you want to send out, you will then get a grid as shown in the above image to map all the variables that your template has.

You need to now replace the variables in the message with respective details.

In case you don’t have the required value available in the drop-down under Values, then you can just click on ‘Fallback Value’ in the Values box and assign a static value to that particular variable in the Fallback Value box.

Fallback Values are mandatory to define - for instance, if a variable may not be available for a particular user then Proactive Messaging automatically replaces it with the given fallback value.

You can then check the preview and send out the template. As shown in the above image - this is how a template will appear to your user on the user’s WhatsApp chat screen.

Hope this article helped you understand how to get started with Proactive Messaging's WhatsApp Notifications & Template feature, how to send & manage templates, and what benefits Proactive Messaging's platform features a drive to your business growth.