Create WhatsApp content

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To create WhatsApp content follow these steps -

  1. In the Content section, click Add creative.
  2. Navigate to the Whatsapp tab and click Create New

  1. In the Template name box, enter a unique name and it can only contain lowercase alphanumeric characters and underscores (_).

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    Use a name that helps WhatsApp’s reviewer understand the purpose of your message, for example "order_delivery" rather than "template_1"Examples

    • Creating a welcome message where the message template name is welcome and the message is
      "Welcome {{1}}. We look forward to serving you on WhatsApp."
    • Creating an order confirmation message where the message template name is Payment_confirmation and the message is
      " We have received a payment of {{1}}} for your order no. {{1}}.”

  2. In the Template category, select the template category from the options available. Your WhatsApp message templates need to be aligned with one of the following categories. Templates that do not align clearly with the specified template type are more likely to be rejected by WhatsApp during the template approval process.

    • Transactional: Share account updates, order updates, alerts and more to share important information.
    • Marketing: Send promotional offers, product announcements, and more to increase engagement and awareness
    • OTP: It allows you to alert your customers about various updates like shipping, ticket and transportation, reservation, etc.

  3. In the Message language, select the desired language.

  4. In the Media, select the type of media. The template supports text, images, video and documents

    • For sending a message, select Text, and type a relevant message that you want to send. The message content should be as per the template category.

      • Header and footer in messages: You can use the header and footer message option to keep the conversation engaging. For example, if you set the header "Hi {{firstname}}" and footer "Get well soon", the message appears as shown in the below figure:

        Note: As per the Meta policy, you can add a maximum of one variable for the header. For the footer there is no variable option.

        • Quick reply in messages - You can add quick reply to send pre-defined responses or actions with a single tap. This helps to get more number of responses and saves time for the user.

        • Custom tags in messages: Whatsapp does not support custom tags. If you want to use custom tags in the template, replace tag names with numeric values in sequential order. Once the template is approved, you can replace numeric values with the actual tags before sending.
          For example, If your message is: Hi {{firstname}}, here is your voucher {{voucher_code}} for our EOSS.
          You need to send it as: Hi {{1}}, here is your voucher {{2}} for our EOSS.

        • Add links in your template: You may send URLs in a template. For example, “Thanks for registering with Demo Business. To continue, click on https://app.example.com”. For recipients to see the preview of the link in the message, you need to have an Official WhatsApp Business Account.

    • For sending images, videos or documents, select the desired option and upload the file. You can also drag and drop the file.

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You can select the content language provided by WhatsApp. However, currently, this is restricted to English. Other languages will be allowed in the future.

  1. Click on Send for approval.
    Capillary then sends the template to WhatsApp for approval. You can check the status of the template:
    • Awaiting Approval: The template is under review and yet to be approved by WhatsApp as per their norms. (Orange dot)
    • Approved: The template has been approved successfully. You can start using approved templates. (Green dot)
    • Rejected: The template is not approved. Check if the template is as per the WhatsApp guidelines. Modify the template accordingly and send it for approval again. (Red dot)
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Updated 23 days ago