Setting up WhatsApp Template Messages
Objective
WhatsApp Template Messages
Applies To
- Jumper
- WhatsApp Broadcasts
- WhatsApp Template Messages
A message template is required to start a business-initiated conversation. These conversations can be customer care messages or appointment reminders, payment or shipping updates, alerts, and more.
These Message templates ensure that business-initiated communication follows WhatsApp guidelines.
Jumper’s WhatsApp Template allows one to send messages to their customers via broadcast.
To use WhatsApp Message Template, one must submit the Template to WhatsApp, each message templates are reviewed and approved or even rejected, typically in 48 hours or less, this is to maintain high-quality content and avoid spam.
Once WhatsApp has approved your template, you can use the message template to send notifications to your customers on WhatsApp.
Notes:
WhatsApp Message template provides the same setup as Facebook Manager.
You will be charged for any customers who receive the template message after 24 hours of interaction. Check WhatsApp Guidelines for the same.
If you want to use Jumper broadcast for your WhatsApp customers, you must create a WhatsApp template via Jumper under Sales-Channels >> WhatsApp, if you have created a template via Facebook business manager, then Jumper won’t be able to leverage it.
Procedure
1. First Navigate to Sales channels >> WhatsApp in the menu.
2. Click on the Message templates tab under WhatsApp.
3. Now click on Create new button to get started with creating WhatsApp template.
4. First provide a name for your template, make sure you do not use space in between words for your naming, instead use ‘_’ for naming your templates. (e.g. Greeting_template)
5. Now select a template type from the dropdown list. Choose a type according to your required category for the template message.
Earlier, only transactional messages could be templatized. But in Sept 2021, WhatsApp allowed promotional/non-transactional messages to be created as templates for businesses worldwide. However, all templates still go through a review and approval process.
Apart from promotional messages, your WhatsApp message templates must be in one of the following categories:
Marketing – Send promotional offers, product announcements, and more to increase awareness and engagement.
One-time passwords (OTP) – Send codes that allow your customers to securely access their accounts.
Transactional - Send account updates, order updates, alerts, and more to share important information.
6. Select a language for your Template, by clicking on the ‘+’ sign. Type your required languages on the search bar and click on Select.
To remove any added languages, simply click on the ‘x’ icon.
7. Now on the Header section, you can add Text, Image, Video, File formats for your message template. Header is an optional section, which you can skip by selecting None.
If you want to add a text message for your header section, select Text in the dropdown list and add your text in the input box. Character limit for the text is 60.
If you want to add Image/Video/File formats for your header section, select any of the options between Image/Video/File formats and upload your sample file for the template.
Once the template is approved, you can add the original Image/Video/File formats while creating your broadcast message.
8. In the body section, you can provide Interactive messages like buttons along with the text message, simply by providing a button action for the buttons.
In the text field for body, along with your text you can also insert multiple variable options from the list of provided variables - User’s First Name, Store Name, Agent Name, Account Owner Name, Support Email, Support Phone, Outlet Address & Custom field. To insert a variable click on the ‘insert{...}’ option and add your required variable.
Let's say if you added a variable User’s First name in your text message, the customers will receive a message along with their saved First names in your created message template.
Note: The character limit for the text field in body is 1024.
9. In the body section you get 2 types of buttons Quick Reply & CTA (call to action).
You can only add one type of button to your template.
Note: If you have added either of the buttons the other type of button would be disabled, if you wish to change your button type, simply delete the added button.
To learn more about quick reply and CTA click here
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