Text & Media Message Templates
This guide covers how to create WhatsApp message templates for marketing that you can broadcast to users who have opted in. Using templates for promotions and engagement campaigns provides benefits like:
- Reaching your audience on a messaging platform they use daily.
- Personalized messages with names, preferences etc.
Follow along to make WhatsApp messaging a powerful new marketing channel using Engati's guided template builder and automation.
You can navigate to the section through:
- Go to Broadcast from the left navigation to Message Template > Click on Create New Template
- Choose between creating the Template from scratch or importing from the template library based on your industry and usecase.
Step 1 : Define the template.
Step 2 : Step by Step add following details in the message template
Template Name - Add a name for easily identifying your template through search. Use only lowercase alphanumeric characters [a-z,0-9] and underscores (_) for template names without spaces. Language - Select your preferred language Purpose of the template - Select any one
- Marketing - This category is for used for sending promotional offers and product announcements.
- OTP/Authentication - This category is for used for sending one-time passwords to your customers so that they can access their accounts securely.
- Notifications - This category is for used for sending account updates, order updates, alerts, and more.
Note: Click on the ‘Sample’ button to preview a sample template message in the respective category.
Select the template type : Text & Media Select the Contents of your template
- Header (Text/Media) - Optional
- Body text - Mandatory
- Footer - Optional
- Buttons (up to 10 buttons) - Optional
Tip: Preview the draft template on the right side of the screen.
Step 3 : Click on ‘Continue’ to add values in the contents selected for your template and Select the Contents of your template
Header - Choose Image/Video/Text/Document.
- Image : Add the image file link by clicking on ‘Browse’. Only file types up to 5 MB and in JPG, JPEG, and PNG format are allowed. 1125px by 600px image resolution is recommended.
- Video : Add the video file link by clicking on ‘Browse’. Only mp4 file type is allowed. Maximum allowed file size post-processing is 16 MB.
- Text : Simply add text up to 60 characters and only 1 variable. Emojis are not allowed in header text.
- Document : Add the file link by clicking on ‘Browse’. Only PDF file types are supported. Maximum allowed post-processing size is 25MB.
Body Text - Add main content of your message. You can add emojis and format the text. Add Variables for dynamic content which makes your message personalised.
Tip: Message with emojis is likely to have better open rates.
Footer - This is displayed at the bottom of the message body. You can add opt out message or your brand name in the footer.
Buttons - You can add upto 10 buttons. For each button, add name of the button as label and the button type.
There are 3 types of buttons - a) Call-to-action - URL -> Add redirection link. Ensure it starts with ‘https://….’. Clicking on the button will take users to added browser link. You can add variable to keep a dynamic URL. Calculate Analytics -> Allows you to track clicks on the URL button.
b) Call-to-action - Phone number - Add phone number. Clicking on the button will open the dialpad with the added phone number.
c) Quick reply - Clicking on this button will start a flow. You can add the path flow which creating the broadcast with this message template.
Enable opt-out: You can add opt-out option in the message footer or as a Quick Reply button. This allows users to unsubscribe or stop receiving messages from your number.
As per Meta guidelines, not adding opt-out option will negatively impact your block rate and quality score. Click here to refer Meta guidelines.
Step 4 : Click on ‘Request for Approval’ after adding all the values in the content and Add Sample Values
If you have added variables in any of the section such as image, body text or footer, you need to add sample/example values in the next step. This is mandatory for approving the message template by Meta.
If you face any issues or queries please reach out to us at [email protected]
