Templates

WhatsApp Templates are a key feature for businesses using the WhatsApp Business API in 3sigma CRM. They help maintain consistency and compliance while communicating with customers. Knowing the types of templates you can create, their approval process, and the significance of different template sections like headers, body, footers, and buttons is essential for effective messaging.

Why Template Creation is Important 📝

• Maintains Consistent Messaging: Templates ensure that messages sent across various customer interactions are clear and professional, enhancing customer experience.

• Compliance with WhatsApp Policies: All templates adhere to WhatsApp’s rules, preventing penalties and ensuring smooth delivery of messages.

• Improves Efficiency: Templates save time by providing pre-approved messages for recurring scenarios, freeing up your team to focus on other tasks.

• Targeted Communication: Templates are specifically for new customers who have opted in to receive messages, ensuring your communications are relevant and welcome.

Template Sections Explained 🧩

1. Header The header is the top section of your template and can include:

   • None: No header is used.

   • Text: A simple header to introduce the message with text.

   • Image: An image can be added to make the message visually engaging.

   • Video: A short video can be used for more dynamic communication.

   • Document: Attach a document as a header for detailed information or further resources.

2. Body This is the main content of the template. It may include personalized fields like {{name}} to tailor messages for each customer and provides the essential information or call-to-action.

3. Footer The footer appears at the bottom of your message and can include:

   • Unsubscribe options.

   • Taglines or other brief information about your business.

4. Buttons Buttons provide interactive elements for customers:

   • Call to Action: Directs customers to take an action, such as calling a phone number or visiting a URL.

   • Custom Text: Customize the button text to encourage specific actions, like "Call Us" or "Visit Website."

Approval Process for Templates ⏳

• Template Submission: After creating a template, submit it for WhatsApp’s approval to ensure it meets their guidelines.

• Approval Time: The process may take some time, so it’s important to plan ahead and submit templates early.

• Post-Approval Usage: Once approved, templates become available for use in campaigns and automated messages, enabling you to expand your outreach efforts efficiently.

FAQs 🤔

1. What are WhatsApp Templates? WhatsApp Templates are pre-approved message formats used for consistent and compliant communication with customers via the WhatsApp Business API.

2. Why do templates need approval? Approval ensures that the messages comply with WhatsApp’s policies, preventing delivery issues and avoiding penalties.

3. How long does template approval take? The approval process can vary, so it’s recommended to submit templates ahead of time. Once approved, they can be used immediately.

4. Can I personalize my templates? Yes, you can personalize templates with fields like {{name}} to customize messages for each lead.

5. Where can I use templates? Approved templates can be used in campaigns, automations, and other interactions with customers through the WhatsApp Business API.

Conclusion

Creating and managing WhatsApp Templates in 3sigma CRM is a crucial step for maintaining effective and compliant customer communication. By understanding the different sections and approval process, you can create impactful and efficient messaging campaigns that align with WhatsApp’s standards.

For further assistance, reach out to our support team via the "More > Get Help" option in the app! 🌟