Message Templates - WhatsApp API

Creating message templates is a fundamental step to automate and streamline communication with your leads and customers. At SprintHub, this process is simple and intuitive, allowing full customization and the use of dynamic variables for more humanized messages.

Step-by-Step to Create a Template

1. Access the Templates Menu:

   • Go to System Settings > Message Templates (Meta).

   

   
2. Click on “New Template”:

   • Select the platform (WhatsApp API, Instagram, or WhatsApp Web).

   
3. Select the Account and Category:

• Choose the message type: Template (pre-approved messages) or Interactive (for greater user interaction).

• Choose the linked WhatsApp account.

• Define the message category:

  • Marketing: For promotions, launches, and sales actions.

  • Utility: For appointment confirmations, order updates, and important information.

  • Authentication: Used to send verification codes (2FA).

  

1. Configure the Message Content:

   • Header: Can be text, image, or document.

   • Body: Enter the main content of the message, and you can use variables (e.g.: {{1}} for the contact's name).

   • Footer (optional): Additional information or notes.

   
2. Add Buttons:

   • Call-to-Action Buttons:

     • Visit the website: Directs the user to an external link.

     • Call: Allows making a direct call.

   • Quick Reply Buttons:

     • Custom: Quick replies defined by the company.

     • Cancel Marketing: Option for the customer to stop receiving marketing messages.

     
3. Preview and Send for Review:

   • After completing the setup, review the preview and click Send for review.

   • Wait for Meta approval before you start using the template.

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Difference Between Marketing and Utility Templates

Category	Purpose	Usage Examples
Marketing	Promote products, generate sales, and publicize campaigns.	Product launch, special promotions, discount coupons.
Utility	Send important or transactional information.	Appointment confirmation, order update, payment reminders.

Important: Messages of Marketing require prior customer consent, while those of Utility are generally part of the transactional relationship.

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Tips to Increase Delivery and Engagement Rates:

• Use clear call-to-action buttons.

• Personalize your messages with dynamic variables (e.g.: customer name).

• Offer the option to Cancel Marketing to reduce blocks and maintain a good account reputation.

• Test different content approaches to understand what generates the most interaction.