The WhatsApp template step
1 min readManagers and ownersGrowth and Pro
Summary
Sends an approved WhatsApp template, so the message arrives even outside the 24-hour window.
Before you start
- Your number is connected and the template is Approved. See What message templates are.
Settings
- Approved template: choose from your approved templates (shown as name · category). A preview appears once chosen.
- Fill the variables: one box per {{1}}, {{2}} and so on in the template. Choose an @word (@name, @service, @slot, @staff or a saved answer) or Text of my own…. An empty value is sent as "-".
- Next step: one way out per quick-reply button in the template (each required). A template without buttons has a single optional Sent.
Manage templates under the panel opens Message templates.
If something goes wrong
- "Couldn't load your templates: Connect WhatsApp first."
- Templates belong to your WhatsApp number. The owner connects it first.
- "Fill in every template value."
- Every {{n}} in the template needs something chosen in Fill the variables.
Related articles
Triggers: Keyword match and Scheduled
The first step of every flow decides what starts it: words a customer types, or a set time after each visit.
What message templates are
Messages approved by WhatsApp in advance, needed for anything you send more than 24 hours after a customer's last message.
The 24-hour reply window
WhatsApp only lets businesses send normal messages within 24 hours of the customer's last message.
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