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  • Get started with WhatsTool Business
  • 📌WHATSTOOL BUSINESS
    • Create an account in WhatsTool Business.
    • How to connect your number to WhatsApp API ?
    • WhatsTool Business Demo - Complete Walkthrough
    • Quick Short Videos
  • 📖Meta Guide
    • Q&A Best Practices
      • 1. How to verify facebook business account ?
      • 2. How to see quality score ?
      • 3. How to apply for green tick ?
      • 4. How often phone number status changes ?
      • 5. What are the types of error code for failed message ?
      • 6. How to request review to enable the business manager account ?
      • 7. Template guidelines
      • 8. How to Edit display name and delete the Whatsapp API Number ?
      • 8. How to disable 2FA in the Meta
    • Frequently asked questions
    • Q&A Best Practices
  • 🈁CHATS
    • WhatsTool Business Chats Guide
    • Shared Inbox
    • Reply Box
    • Q&A Best Practices
      • 1. How to initiate a new chat ?
      • 2. How to send a template ?
      • 3. How to send a catalog product ?
      • 4. How to send a quick reply ?
      • 5. How to request payment ?
      • 6. How to add private note ?
      • 7. How to assign label, team member & status in chat ?
      • 8. How to send multiple media in chat ?
      • 9. How to assign labels, custom field & status in bulk ?
      • 10. How to use click to chat ?
    • Efficiently using Chats
  • 📕CONTACTS & CRM
    • WhatsTool Business Contacts guide
    • Features
      • Labels
      • Custom Field
      • Status
      • Quick Reply
    • Q&A Best Practices
      • 1. How to import CSV to add Contacts ?
      • 2. How to add contacts manually ?
      • 3. How to start campaign by selecting contacts ?
      • 4. How to edit the contacts ?
    • Efficiently using Contacts & CRM
    • Frequently asked questions
  • 📣CAMPAIGN
    • WhatsTool Business Campaign guide
    • Broadcasting the message
    • Campaign Analytics
    • Q&A Best Practices
      • 1. How to create a campaign ?
      • 2. How to schedule a campaign ?
      • 3. How to send session message in bulk ?
      • 4. How to retarget the customer using analytics ?
    • Efficiently using the Campaign
    • Frequently asked questions
  • 🤖BOTS
    • WhatsTool Business Bot guide
    • Ask Questions
      • Ask Email
      • Ask Text
      • Ask Date
      • Ask Number
      • Ask Address
      • Ask URL
      • Ask Location
      • Ask Phone
    • Bot Actions
      • Assign Conversation
      • Update Contact Fields
      • Unassign Conversations
      • Update Conversation Fields
    • Set up Default Bot
    • Q&A Best Practices
      • 1. How to create my customise bot message ?
      • 2. How to get the feedback using the bot and retrieve the data in Google sheet ?
    • Efficiently using the Automation
    • Frequently asked questions
  • 🛒COMMERCE
    • WhatsTool Business Commerce guide
    • Connect the Catalog with Meta
    • Q&A Best Practices
      • 1. How to connect my catalogs in WhatsApp API ?
      • 2. How to create a catalogue ?
      • 3. How to add product items to catalogue ?
    • Frequently Asked Questions
    • Efficiently using the Ecommerce
  • 📄TEMPLATES
    • WhatsTool Business Templates guide
    • Q&A Best Practices
      • 1. How to create a template ?
    • Efficiently using Templates
    • Frequently asked questions
  • 🛠️SETTINGS
    • WhatsApp API Number
      • 1. How to update the whatsapp profile ?
    • Manage Team
      • 2. How to add team member in WhatsTool Business ?
      • 3. How to assign team member in assignment rule ?
    • Media Gallery
  • 💰Pricing
    • WhatsApp Conversation Credit (WCC)
    • WhatsTool Platform Pricing
    • Team Member - Add-Ons
  • 🖇️App Integration
    • Google Sheet
    • Zoho CRM
    • Pabbly Integration
    • Razorpay
    • Page
    • Shopify
    • Facebook Ads
  • 👨‍💻API DOCS
  • Miscellaneous
    • WhatsApp Business API - Unsupported Messages
    • Commonly asked questions in support
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On this page
  • Procedures
  • Adding a variable in the templates.
  • Adding a media in the templates.
  • Importance of Templates

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  1. TEMPLATES
  2. Q&A Best Practices

1. How to create a template ?

PreviousQ&A Best PracticesNextEfficiently using Templates

Last updated 1 year ago

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Kindly refer the below video for better understanding

Procedures

Steps :

  1. Kindly go to templates and click on create templates

  2. Select the templates category and enter the template name

  3. Select the Header --> Text & Media

  4. Enter the message in the body

  5. Click on submit

Adding a variable in the templates.

Steps:

  1. When you enter the body message

  2. If you need to add the variable in the message

  3. Click on the Add variable

  4. Kindly fill the Default variable for the submitting the template.

Adding a media in the templates.

Steps:

  1. When you want to add the media in header

  2. Select the header. Media size : Photo : 5MB, Video : 15MB & PDF : 15MB

  3. Choose the media and upload the file.

Importance of Templates

Template messages serve as structured, pre-defined messages that can be used repeatedly for various purposes across different communication channels. Their importance lies in several key areas:

  1. Consistency: Templates ensure consistency in messaging, as they contain pre-approved content that aligns with brand voice, style, and messaging guidelines. This consistency helps maintain a cohesive brand identity and fosters trust and familiarity among customers.

  2. Efficiency: Using templates saves time and effort by eliminating the need to create messages from scratch for repetitive tasks or common scenarios. Templates streamline communication processes, enabling quicker response times and greater productivity for individuals and teams.

  3. Accuracy: Template messages are carefully crafted and approved, reducing the likelihood of errors or inaccuracies in communication. By providing standardized content, templates help ensure that essential information is consistently conveyed to recipients.

  4. Compliance: In regulated industries or environments with legal requirements, template messages can help ensure compliance with relevant regulations and policies. By using approved templates, businesses can mitigate the risk of inadvertently sharing non-compliant or sensitive information.

  5. Scalability: Templates facilitate scalability by allowing businesses to easily replicate and adapt messages for different audiences, channels, or scenarios. This scalability is particularly beneficial for businesses experiencing growth or managing large volumes of communication.

  6. Personalization: While templates provide a structured framework, they can also be customized to include personalized elements such as recipient names, order details, or specific preferences. This balance between standardization and personalization ensures that messages resonate with individual recipients while maintaining efficiency and consistency.

  7. Analytics and Optimization: Template messages can be tracked and analyzed to measure their effectiveness and optimize future communications. By monitoring metrics such as open rates, click-through rates, and conversion rates, businesses can refine their templates to improve engagement and outcomes over time.

  8. Cross-Channel Integration: Templates can be adapted for use across various communication channels, including email, SMS, chatbots, and social media. This cross-channel integration ensures a cohesive messaging strategy and enhances the omnichannel customer experience.

In summary, template messages are essential for maintaining consistency, efficiency, accuracy, compliance, scalability, personalization, analytics, and cross-channel integration in communication efforts. By leveraging templates effectively, businesses can streamline their messaging processes, enhance customer engagement, and achieve their communication objectives more effectively.

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Template Section