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How to add a message template

You can add a new message template from WhatsApp manager. Please follow the steps below.

Access WhatsApp Manager​

  • Go to your configured WhatsApp setup page
    • Alternatively you can find this page by going to Admin > Plugin and selecting the WhatsApp plugin
  • Locate the "WhatsApp Numbers" section and click "View Template Messages" link
  • Please note this will redirect you to WhatsApp manager. So you will have to use your facebook credentials to login here if not already logged in. The facebook login should have access to your WhatsApp business account

View Template Messages

Create a New Template​

  • Click Create Template button from the top right corner
  • This opens a template builder window
  • You can choose from 3 different template categories - Marketing, Utility, Authentication
  • For this example lets choose 'Marketing'
  • Under marketing choose the Custom option
  • Click Next button from the bottom right corner

Create Template Screen

Configure Template​

  • First name your template - no spaces are allowed and the name should be unique
  • Select the language for your template
  • Under Content section, choose 'Name' for Variable type
  • Configure Header
    • You can choose from many different types of header - text, image, video, ...
    • Lets choose text for this example
    • This shows up a new Header input box - type in the text for the same
    • Header configuration is entirely optional
  • Configure Body
    • You can configure the text body of your message here
    • You can personalize the text by including template variables like {{name}}
    • Eg: Hi {{name}}, We haven't heard back from you in a while. Please check out our new Summer cataloge at our store
    • Template variables are useful for personalizing your messages by providing hte right value while actually sending a template message
    • When you add a template variable, you will have to provide with a sample value for each variable
    • Lets provide the value "John" for the name variable
  • Footer
    • You can configure a footer text for your message
    • This component is optional
  • Buttons
    • You can add various types of buttons to your message
    • You can have link buttons or quick reply buttons
  • You can preview your template on the right sidebar of the builder page
  • After the configuration is complete, click "Submit for review"
  • Click "Confirm" on the confirmation modal

Configure Template

Wait for approval​

  • Once your message template is created, you will have to wait for Meta to approve it
  • Approval may take anywhere from 1 minute to 1 day
  • Once your template is approved, you can come back to Chakra to send a templated message
  • The new template should automatically show up in ChakraHQ
  • But if it doesnt you can manually sync your templates by using the "Sync Templates" button from the plugin page