WhatsApp Templates

A WhatsApp message template is a message template approved by Meta, allowing you to start a business-initiated conversation with your customers by sending a template message. You can also use the WhatsApp message template to send a WhatsApp campaign to the target recipients who have already opted-in and allow you to send a marketing message to them.

Your customers' or visitors' replies to your WhatsApp template message are an excellent start to convert the initial message into a two-way communication in which you are building a good relationship with them.

Sync your WhatsApp Templates to CINNOX and create your first WhatsApp Campaign for your customers and visitors.

 

Create WhatsApp Templates

There are two ways to create WhatsApp templates:

  1. In your 360dialog Client Hub
    Please refer to Template Message Management to learn how to create and manage your template message in your 360dialog Client Hub.

  2. In your Meta - Business Manager > WhatsApp Manager
    Please refer to Create message templates for your WhatsApp Business account to learn how to create message templates in Meta.

 

Sync WhatsApp Template

  • Log in to your CINNOX dashboard. Navigate to Campaigns>Templates.
  • Select the WhatsApp Template tab.
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  • Click Sync to sync with your 360dialog Client Hub to update your template list in CINNOX.
  • You can also click Add Template on 360dialog to create templates in your 360dialog Client Hub.
  • After creating your templates in your 360dialog or your WhatsApp Business account, you need to click Sync to sync CINNOX with your 360dialog Client Hub to update the template list.
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Only approved WhatsApp templates can be used to create WhatsApp Campaign.

 

Search for WhatsApp Templates

  • To search campaigns, type in the template name in the search box and click the drop-down menu to select the source of the template you are required to search. Relevant results display on the template list.
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  • You can also click the filter to search for the required template.
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  • Click the Category's drop-down menu to select the category of the template, namely, All, Transactional, Marketing or One-Time password.
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  • Click the drop-down menu of the Status to select the status of the template, namely, All, Approved, Pending, Rejected or Submitted.
    Relevant results display on the campaign list.
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The templates are listed in alphabetical order.

 

Preview your WhatsApp Template

To preview the WhatsApp Template:

  • Log in to your CINNOX dashboard. Navigate to Campaigns>Templates.
  • Click the drop-down menu to select the source of the template you are going to preview. Or type in the search box for the template name you will preview.
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  • Select the template you will preview and click More(...) then Preview.
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  • The template preview is displayed on the right side of the page.
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Create WhatsApp Campaign

For your convenience, you can create your WhatsApp Campaign once your template is approved and synced on the Templates page.

  • Click the drop-down menu to select the source of the template you will use to create a campaign. Or type in the search box for the template name you will use to create a campaign.
  • Select Create WhatsApp Campaign for the template you will use to create WhatsApp Campaign.
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To know how to Create WhatsApp Campaign, please refer to our Guide's Creating WhatsApp Campaign for more details.