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Message Templates - how to create and send for approval within sprinthub

What are Meta Business Message Templates?

Message templates in Meta Business are pre-formatted messages that can be sent automatically or manually to customers. They are especially useful for quick responses to common inquiries, status updates, reminders, and other types of frequent communication.

Benefits

  1. Efficiency: Reduces the time needed to answer frequently asked questions.

  2. Consistency: Ensures that all messages sent are consistent and professional.

  3. Personalization: Templates can be customized with specific customer data for a more personal approach.

  4. Automation: Allows the automation of responses to certain actions or events.

It is necessary to have the WhatsApp API and the Growth plan to use the message template.

Step by step

Step 1: Access the SprintHub dashboard

Within the system settings, in the last field is the message template

Step 2: home screen

Where all your messages that have already been approved or are still awaiting approval will be located. let's create a "new template"

Step 3: New template setup

After clicking to create the new template, you will need to define the following fields:

First name: Define a name for the template to help identify it easily.

Spaces, uppercase letters, accents, or special characters are not allowed (except _).

Language: Select the language of the message.

Category: we have the following options:

  • Marketing: for offers and promotions.

  • Service: questions and problem resolution.

  • Authentication: confirm users' identities.

Remember that the category must be correct for Meta approval.

Header: Create a header for the message. It can include, for example, the company or organization name, order number, or any other relevant information to provide context for the communication. In addition to the Text format, the header can also be in video and image format.

Be aware of the allowed video and image sizes.

Step 4: Message body

Variables : They are placeholders for dynamic information that will be filled with specific data when the message is sent. These variables allow you to personalize the message for each recipient, making it more relevant and specific. For example, in an email template, a variable can be used to automatically insert the recipient's name, or any other unique information for each individual.

To include a variable in the message body, click the icon below and choose the data you want to add.

By clicking on "Variables", you can view the variables you have added.

Footer: Enter the footer message however you prefer. The footer is an area that complements the main content of the message, often including closing greetings, company contact information, useful links, or any other relevant content to close the communication.

Actions: Select the desired action. Among them, "Call to action", "Quick reply", or "List message". The actions determine how the system responds to user interactions to provide a personalized and interactive experience.

If you choose list or product, only the text header will be sent.

  • Call to action

  • Quick reply

  • List messages

Create your list of items you want to send in the message template.

Click on "Configure list".

Then, configure your list however you prefer.

Next to the message template creation area, there is the preview mode, where you can see exactly how your template will look on WhatsApp.

Step 5: Quick replies and Call to action

It is also possible to configure buttons in your template, one for quick reply and the other for call to action.

  • Quick reply: Where, if the customer clicks the button, it will send back to you what they want (example: "I want to access the website").

  • Call to action: Where he will be directed to the website when clicking the button

Step 6: Save and wait for the Template approval

After configuring the template, save it and, if necessary, submit it for approval. Meta Business requires certain types of messages to be approved before being used to ensure compliance with policies.

For a Meta message template to be approved, it is necessary:

1. Relevance and Clarity

2. Appropriate Content

3. Compliance with Privacy Policies

4. Correct Structure and Formatting

LogoTemplates de Mensagens - Qual é o prazo médio para a aprovação de um template? | SprintHub - Base de Conhecimentodocs.sprinthub.com

Another way to start creating the template

Start by accessing your SAC 360°. Open a support conversation carried out through an official account of the WhatsApp API, which is represented by the official green WhatsApp icon.

Then, in the support sidebar menu, click the Meta icon;

When you click, you will be directed to the window that displays the templates you created. Click on New template;

Conclusion

Creating and using message templates in Meta Business, especially when integrated with SprintHub, can transform the way you communicate with your customers. This not only improves efficiency and consistency, but also ensures a more personalized and professional experience. Follow the steps mentioned in this article to start using message templates and take your customer communication to the next level. If you need assistance, the SprintHub support team is always available to help.

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