How to create templates?

This guide will walk us through creating, editing, and previewing a new message template for different channels using various features.

Steps to Create a New Message Template

1. Click on the Templates icon in the navigation bar.

2. Click on the Create New Template button.

3. Fill out the template by providing the necessary details in the given fields.

4. Click on the Template Name field to start typing.

5. Click on the Template Type drop-down menu and select Campaign. You can also choose Automation or Conversation if you need it.

6. Select your CRM from the Integration drop-down list.

7. Choose the object for which you wish to create this template.

8. Select from the Only Text or Media Message button to choose the template category.

9. Select the SMS or WhatsApp option to select the channel for this template use.

10. Click inside the message text box to start typing your message.

11. Select merge fields like customer name, appointment date, or order details. These fields will be dynamically populated with data from your CRM or Audience Manager.

12. Click on the paperclip icon to attach a media file to your message.

13. Click on the link icon to insert a hyperlink into your message text.

14. Click on the smiley face icon to open the emoji keyboard.

15. View Preview to see how the message will look when sent.

16. For the WhatsApp channel, check the box to confirm if it is a registered WhatsApp template.

17. Click the Save button to save the new template.

How to edit and view Message Templates?

1. Click on the three-dot menu next to the created template.

2. You can edit or delete from the drop-down menu.

3. Click on the created template name to view its details.

4. Click the Edit button in the Template Detail section to modify the selected message template.

5. You can view the Message Preview area to see how the message will appear to the recipient.

1. Navigate to Templates: Click the Templates icon in the navigation bar.

2. Start a New Template: Click the Create New Template button.

3. Fill in Template Details:

   • Template Name: Click the field to enter a name for your template.

   • Template Type: Choose from Campaign, Automation, or Conversation in the drop-down menu.

   • Integration: Select your CRM from the Integration list.

   • Object: Choose the object for which you are creating the template.

4. Select Template Category: Choose Only Text /Media Message/ Rich templates

5. Choose the Channel: Select either SMS WhatsApp or RCS

6. Compose the Message:

   • Click inside the message text box to start typing.

   • Attach Media: Click the paperclip icon to add a media file.

   • Insert a Hyperlink: Click the link icon to add Shortedend URLs

   • Add Emojis: Click the smiley face icon to open the emoji keyboard.

7. Preview the Message: Click View Preview to see your message's appearance.

8. For WhatsApp Templates: Verify that it is a registered WhatsApp template.

9. Save the Template: Click the Save button.

Editing a Message Template

1. Access Template Options: Click the three-dot menu next to the Notification for Upcoming Event template.

2. Edit or Delete: Choose Edit or Delete from the drop-down menu.

3. View Template Details: Click the template name to open its details.

4. Edit the Template: Click the Edit button in the Template Detail section.

5. Check the Preview: Review the Message Preview area to see how it will look for recipients.

Frequently Asked Questions

1. What are Unicode characters

Unicode characters include special symbols, accented letters, and characters from non-Latin scripts (such as Chinese or Arabic). Using Unicode in your message allows you to include a variety of symbols and languages, but it may also affect the message length limit.

2. Can I reuse the templates?

Yes, templates can be reused for multiple campaigns, automation, or conversations. You can access saved templates from the Templates section and use them whenever needed.

3. Can I edit the templates?

Yes, existing templates can be edited. Click the three-dot menu next to the template you want to edit, then choose Edit. Make the necessary changes and save the template.

4. How do I register a template for WhatsApp?

To register a WhatsApp/RCS template, you must follow the template registration process required by channels. This typically involves submitting the template for approval through your messaging provider, ensuring it meets WhatsApp's guidelines.

5. Do I need to create different templates for different channels?

Yes, creating separate templates for different channels (SMS, WhatsApp, RCS, etc.) is advisable, as each channel has its own formatting rules and limitations. For example, WhatsApp and RCS support rich media, while SMS is primarily text-based.

6. How can I find a suitable template while sending a message?

When you are using the template, they will get filtered based on the categories and type of template you have selected in the template. You will find a suitable template when sending a templated message.

7. Is it possible to duplicate a template?

You can create a copy of an existing template by selecting the Clone option from the template's menu. This allows you to modify the copied version without affecting the original template.

8. How do I delete a template?

To delete a template, click the three-dot menu next to the template and select Delete. Note that deleted templates cannot be recovered.