Templates

• Purpose: Streamline WhatsApp message approvals.

• Features:

  • Create and edit WhatsApp message templates.

  • Submit templates for approval directly within the platform.

  • Organize approved templates for quick access during campaigns.

Step 1: Navigate to the Templates Section

1. From the Samwad Dashboard on the left-hand side menu, click on Templates. This will open the Templates Management screen where you can view, create, and manage message templates.

Step 2: Open the Template Creation Page

1. Click on the Create Template button at the top-right corner of the Templates Management page. This action will take you to the template creation form.

Step 3: Fill in Template Basics

1. In the Template Basics section:

• Name: Enter a unique name for your template (e.g., promo_discount).

• Category: Choose a category from the dropdown (e.g., Marketing).

• Language: Select the template language (e.g., English (US)).

Step 4: Design the Template Message

1. In the Form section:

• Header (Optional): Choose a header type if applicable (e.g., text, image, video, or document).

• Body (Required): Enter the main message content. Use variables ({{1}}, {{2}}) to customize the message for different recipients. Example: "Hello {{1}}, your order {{2}} has been shipped!"

• Footer (Optional): Add a footer text if needed (e.g., "Thank you for shopping with us!").

Step 5: Add Interactive Elements (Optional)

1. Quick Reply Buttons: Click Add Quick Reply to create buttons that allow customers to respond quickly to your message.

• Example: "Yes, I'm interested" or "Contact support".

1. Call to Action Buttons: Create buttons for actions like visiting a website or calling a phone number.

• Click on Visit Website, Call phone number, or Copy offer code to add relevant actions.

Step 6: Preview and Save

1. Template Preview: Check how the template will appear on the right-hand side.

2. Once everything is set up, click on Save Template. The template will now be submitted for approval.

Step 7: Template Approval

1. Return to the Templates Management screen to monitor the status of your new template.

• Approved templates can be used immediately.

• Rejected templates will need revisions before resubmitting.

This process helps you manage customer interactions effectively using pre-approved message templates on WhatsApp via Samwad