Templates Overview

Templates Overview

Templates


What is a Template?


A template is a predefined message structure used for initiating marketing, utility, or authentication conversations with customers, subject to approval or rejection from Meta.


How to create a template


Why templates: In order to combat spam and unsolicited messages, a meta-policy has been implemented to restrict companies from sending irrelevant or marketing communications unless the user has initiated contact within the past 24 hours. Templates play a crucial role in this process, requiring approval before they can be used to reach the intended audience.



Make sure to choose the category of your template, there are three of them:


-Authentication templates: These templates enable companies to send passcodes or any secret code. For example they can
be used during login process such as account registration or account recovery. Use the Copy Code or One-Click Fill buttons
to provide a one-time password (OTP) via the authentication template

-Utility templates: These templates relate to transactions, post-purchase notifications, and recurring billing statements.

-Marketing templates: These are templates that are used to market a product or service to customers, such as related offers
to customers who have subscribed.

Follow these steps:

  • Go to Apps, where you can find multiple apps and features

  • Choose Templates

  • Click on Submit template to make a new one

  •  Fill in the blanks. Write the template name related to the content for easy access

  • After you're done, Click Next to save.


      


      Note that whenever the customer/user responded, you’ll be free to send messages.

Types of Templates:


How to create a template with a button(no.):

To facilitate prompt engagement, templates featuring a prominent call-to-action button have been developed. These templates are particularly useful when customers seek to contact the company for inquiries, clarifications, or other purposes.


  • Go to Apps where you can find multiple apps and features

  • Choose Templates

  • Make a new one by clicking on Submit Template

  •  Fill in the blanks

  • Choose CTA Button. Don't forget to include that on the template id

  • Select Phone Number from the action type

  • Add the number and click Next to save




This type of messages is mostly used for the hotline number.

How to create a template with a button(URL):


This template incorporates a static link designed as a button, strategically crafted to expedite call-to-action engagements, allowing users to promptly navigate to their desired destinations. Additionally, users have the flexibility to create multiple buttons for various actions.


  • Go to Apps where a range of apps and features are available

  • Choose Templates

  • Click on Submit Template

  • Fill in the blanks

  • Choose CTA Buttons

  • Select Static Link from the action type

  • Fill it in and click Next to save




You may attach the link related to the message in the button or your website link.

How to create a template (quick reply):


Our platform utilizes chatbot conversations similar to template functionality, facilitating user interaction within the chat interface for tasks such as order verification or status updates.


  • Go to Apps. You’ll find a variety of choices

  • Choose Templates

  • Click on Submit Template to create one

  • Fill in the blanks

  • Select Quick Replies

  • Write the display text

  • Finalize by clicking Next



 

The user can go even further by interacting with the chatbot to more than just a template response.




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