Group Messaging Template (WhatsApp API and Email)

Introduction

SaleSmartly has improved the rich template self-building function, WhatsApp API templates and Email templates, which can help you customize strategies when doing mass marketing.

This chapter will focus on group templates and introduce related editing and creation operations.

Description

1.WhatsApp API template

1.1 Create WhatsApp API template

In [ WhatsApp API Template ], click Add New Template to enter the template creation interface.

1.2 Edit WhatsApp API template content

In the editing interface, the WhatsApp API template supports the modification of multiple contents, including:

• Template name: The name of the template, which can only be composed of lowercase letters and underscores. (Required)
• Template tags: This will help you quickly find the tags used in the template. Tags must be separated by commas.
• Application account: You can select multiple WhatsApp business accounts from application templates. (Required)
• Template Type: Select the template type that matches the content you are creating. (Required)

If you are not sure about the template types, you can jump to the following official link to view: Template Classification - WhatsApp Business Open Platform (facebook.com)

In terms of content, the current content mode supports text and pictures. It also supports the settings of header, language, content, footer, and buttons.

• Parameters can be added to the content to facilitate the filling of different content when using the template for group messaging.
• A button can be added at the end, which is divided into ordinary buttons and call sign buttons. You can fill in the number to guide visitors to click for consultation.

Finally, click Submit to submit the review template.

1.3 Template Management

If you have integrated a WhatsApp API business account, here will display the WhatsApp API templates under your integrated account. (including those created by third-party platforms and this platform)

The top part supports content filtering for all templates and the search function, and the operation bar on the right allows for copying and deleting operations.

• Copy: Click to copy the template and enter the template editing interface, which can be used to create repetitive template content.
• Delete: Delete the template.

2. Application of WhatsApp API template

The created WhatsApp API template can be used in [ Mass Message ] and is only available for WhatsApp API templates.

Filter the audience to be sent > If the business account to which the audience you filtered belongs has a valid template, you can click to select a template > Click to select a template > After selecting, you can also enter a WhatsApp number for testing > Finally, click OK to complete the creation of the group message.

3. Email templates

You can see email templates in [ Marketing-Email Template ] and you can choose according to your needs.

Note: Email templates and EDM sending templates are both in the [ Marketing-Email Template ] section.

You can edit the Email template at Email template. The system comes with several practical marketing Email templates, which you can edit freely.

Click Edit to enter the editing interface.

The editing interface supports a variety of custom editing functions. After successful editing, it can be used in EDM sending and group messaging.