【 Create Message Templates for WhatsApp Business 】 Guide ▷ 2022

continually makes its way as a reliable method for customer service. If you are interested in knowing how to create message templates for your WhatsApp Business account and automate your saleskeep reading this step by step guide.

The digitization of companies has generated that multiple businessessmall and medium, migrate to the WhatsApp Business platform to continue providing their services to the clients.

attend quickly to customers It is essential to discuss their interest in the brand. For this reason, companies turn to the application’s automatic responses.

What are the benefits of using message templates for my WhatsApp Business account?

Templates are formats that have a specific structure. They can be simple customer service messages, but they can also be reminders, notifications, reports, payment updates, among other things. Nevertheless, the benefits of using message templates for WhatsApp Business account They go beyond.

Templates allow you repeat information that will not change in the near future. For example, welcome, opening hours, location, frequently asked questions, offers, invitations, catalogs.

The same way, you can save different models of templates and use them as needed. This way you save valuable time when serving consumers. Use message templates allows you to quickly and easily deliver notifications and reminders to people who have previously agreed to receive such customer service messages. In any case, templates are easy to adapt. What keeps the relationship between the company and its customers in good condition.

Learn step by step how to configure an automatic message template in WhatsApp Business

Communicating effectively with potential customers is necessary to maintain sales success. However, there are a series of previous steps to be able to configure an automatic message template in WhatsApp Business.

For that reason, we invite you to learn step by step how to do it below:

Sign up for business manager

The business manager is a free servicewhich requires a Facebook account to confirm your identity.

To sign up, make sure you follow these steps:

• enter to https://business.facebook.com.
• Choose the button ‘Create Account’.
• Enter your business name. Then, select the main page of the same. If you do not have a page, you must create one.
• Write your name and email address work email.
• To end with the registration process, complete the required fields.

Complete business verification

Business must be verified to have access to certain functions of the platform. You may run verification from security center of the business manager.

To do this, follow these steps:

• Go to the security center. Then go to the section ‘Business Verification’ and press ‘Start verification’.
• Provide business details. Then press ‘Following’.
• Choose your business from the list. If it does not appear, you must choose the option ‘None match’. If so, you can skip the steps below and start learning how to complete verification.
• A drop down menu will then appear. Select there the telephone number of your belonging. then press ‘Following’.
• Choose to receive a verification code via text, call or email. It should be noted that actions involving a phone number are not available in all countries.
• If you have an already verified domain, press the button ‘Use domain verification’.
• Once you have received the verification code, enter it where indicated and press ‘Send’. Upon receipt of verification confirmation, the process will have been successfully completed.

Create a WB account for the API

API is the acronym for Application Programming Interface.. It is a medium that compiles the requirements and instructions necessary to automate some WB tasks.

To carry it out, follow these instructions:

• You should login to business manager.
• At the top right of the screen, click on ‘Business setup’.
• Scroll down to the bottom of the section ‘accounts’ and select ‘WhatsApp accounts’. Then press ‘Add’.
• Click on ”. Next, in the bar under ‘Account name’ Enter the name of the business.
• Then in the section ‘Messages for’ Two options are presented:

• Choose ‘Your account’ for .
• Choose ‘Customer Account’ to create an account in the name of a business. If this is the case, you must enter the corresponding commercial identifier. You can find this in the ‘Commercial administrator configuration’ section.

• You should specify time zone in which the company is located.
• Select local currency with which the business is run.

• Note that the selected currency must match with the one you use to pay the bill.

• Select a payment method for ads. If you do not have a current payment line, it is necessary to set one up.
• Enter the purchase order number that appears on invoices, in the section ‘Purchase order number’.
• Next, Choose from the list those people you want to add to the account. Subsequently, you must assign a role to each user.

• People with administrator access can make changes to the account.
• People with standard access they can only manage phone numbers, perform template editing, and check metrics.

• The account will undergo a final review. Until then, it will remain in state ‘Earring’. To start receiving and sending messages, the status must be ‘Passed’and thus download the certificate.

Create the message templates

after having successfully completed the previous steps, you can start the creation of message templates for the WhatsApp Business platform.

The steps to follow are:

• Enter the business manager and then to the WhatsApp administrator.
• Choose ‘Message templates’.

• In the case of have multiple accounts in WhatsApp Businessyou must select the profile in which you are going to create the template from the list.

• press ‘Create message template’.
• Enter the name and select a language and category.

• The category corresponds to the type of template you want to create.
• The Name must be written in lowercase. You can also use numbers and underscores.
• You should select message language. Later, you can add or remove languages.

• Next, you must incorporate the content of the message. You can add a test sheet to understand the composition of the message in ‘Add Sample’. Make sure that the message does not contain personal or private information.

• Enter a header. This can be optional, and include text or multimedia.
• Enter the text that makes up the body of the message. By being part of the API, you have the option to format text, embed emojis, and even embed variables to provide specific information.
• Conclude the message with a footer. Try to keep it short.
• Includes action buttons. These can be: call to action or quick response. The first involves options such as ‘Call now’ or ‘Visit our website’. So you can add URLs or phone numbers. On the other hand, the quick response buttons allow the customer to choose between three answers: “Yes”, “No” or “Maybe”.

• When you have completed all the boxes, click ‘Send’.
• The template will go through a review process. Once approved, you can add the message template to the WhatsApp Business API.

The best templates for automated messages in WhatsApp Business that you can use to make more conversions

The templates are designed to work with large-scale communications between the company and its consumers. For this reason, we offer you below the best templates for automated messages in WhatsApp Business that you can use to get more conversions. It is extremely important to remember that customers must previously accept the action of receiving customer service messages.

In this way, your privacy is not violated:

update alert

Alerts are some of the most common templates to use in WhatsApp Business. In this category are messages about the order of a product or a service delivered.

Look at this example:

“Greetings, Thank you for choosing (company name)! Every week we will keep you informed about the status of your order. If you have any questions, we invite you to write to us. We are glad to be of help!”

account update

It is likely that your customers are subscribed to a web page, such as a virtual store. In case of making adjustments to the account, or if an irregularity has occurred, you can use a template to report to the person in question. For example:

“Dear user, at the moment we are updating some rules and our portal. We appreciate your patience. We will inform you by this means of the changes made. Do not forget that you can contact us during customer service hours for more information.

auto reply

automatic responses seek to respond to the most frequent concerns that consumers may have. This includes opening hours, location, costs of a specific service, etc.

Look at this example:

“Thank you very much for your message! Our job is to solve all the doubts of our clients. We take care to respond within 24 hours. If you have any other questions, feel free to share them with us. We will gladly assist you.”

Problem resolution

You can use message templates to notify your customers of a malfunction on the platform. Likewise, you can also notify them when the problem has been solved.

Look at this example:

“Dear user, we fulfill our duty to inform you that the problem in the system has been fixed, so we can resume our regular contact. If you still have some kind of failure, please let us know. We will provide you with the relevant support to give a quick solution.”

payment made

If the customer has made a payment through an online service, you can give you a quick response that your payment has been received. For this, you can use this message template:

“Dear user, we inform you that your payment for the order (name of the order) has been processed successfully. You can check the status of the shipment through our customer service system. We will do everything possible to get it into your hands as soon as possible. Thank you for trusting (company name).”