How to create a template for WhatsApp Campaigns?

In this tutorial, you will learn how to create templates for WhatsApp campaigns on the Asksuite platform.

Message templates are fundamental in customer service to maintain a consistent and professional design in your messages and promotions. Additionally, they save time and effort, making it easier to create messages for recurring campaigns. Follow this step-by-step guide to create your own templates on the Asksuite platform. Let’s get started!

1. Access your Admin Panel.
2. Click on the WhatsApp Campaigns menu.
3. Click on “Register Template.”
   

⚠️ Attention: As a requirement from Facebook, all created templates will be automatically sent for content review. This process can take from a few seconds to 48 hours, according to Facebook's own rules. To learn more about guidelines and best practices for sending messages, visit the FAQ: https://www.whatsapp.com/legal/business-policy.

4. Select the Template Type as WhatsApp Campaigns.

5. Choose the template's language.

6. Create a name for the campaign.

7. Adding an image is optional, but we recommend it because engagement is always higher! 😉
   
   
   

8. Now write the text of the message to be sent in your campaign.
   

Remember, you can use “@” to replace it with any information you want.

For example, the template:
“Hello, @client! You’ve earned 100 reais to spend Easter here with us! Click the link below and use the coupon PASCOA2023.”

A client named Ana will receive the following message:
“Hello, Ana! You’ve earned 100 reais to spend Easter here with us! Click the link below and use the coupon PASCOA2023.”

Automatically, when you insert an "@" variable in the message text, a dropdown box will appear below the screen for you to define whether the variable refers to the contact's name, email, or phone number.

Additionally, if you select the checkbox for the option "Do you want to save customer information in Asksuite Contacts," you can store these contacts as leads in the Asksuite contacts screen. The contact information will also appear pre-filled during live chat when the conversation is opened.

9. Finally, you can choose whether to add a button with a URL or a quick reply button. Below is the difference between the two:
   
   

• Button with URL: Add a redirect to the desired website, for example, your booking engine.
  
  
  

• Quick Reply Button: Create preset reply options (text) for the traveler to select quickly.
  
  
  

⚠️ Attention: The quick reply category offers a shortcut for the traveler to send a text, but it differs from buttons sent by the bot. Below are some precautions you should take when using this option:

• As this is a WhatsApp template, quick reply buttons are not directly structured within your bot’s tree. This means the text will only be understood by the AI if there is registered teaching.
• You can test the button text directly with your bot to check if the response is correct.
• If it’s a very generic word, such as “yes” or “no,” teaching is not recommended. In this case, it’s ideal to use this template in a campaign with the bot disabled. This way, there’s no risk of the traveler not being understood by the bot, and your support team will already know how to proceed with the customer.

In the example given in the article, a good use of quick replies would be:

• Add the button “Request a Quote.”
• Send the campaign using this template with the bot enabled. In this scenario, the term is already understood, so when the traveler clicks the button, the AI will direct them to the quotation flow.

Note: It’s possible to add up to 11 text buttons.

10. Now just save it. Done! Your template has been sent for Facebook review.

If you have any questions or want to know more, check out our article on Facebook Template Approval.

Ready to boost your sales?
Click here to start sending your campaigns.