In this article, we’ll guide you through the process of creating WhatsApp message templates directly from your Settings in Maqsam. Follow these steps to manage your templates effectively.

What is a WhatsApp Template?

How to Create a WhatsApp Template

Step 1: Access WhatsApp Settings

• Navigate to the Settings section of your account.
• In the left-hand menu, select WhatsApp under Account settings.
  

Step 2: Click on “New Template”

• In the WhatsApp Templates section, you’ll find a New Template button at the top of the page. Click on it to start creating a new WhatsApp template.
  

Step 3: Fill in the Template Details

• Name: Give your template a unique name that will help you identify it later. The name should not have any spaces.
• Category: Select the category that best fits your message (e.g., Utility, Marketing).
  
• Utility: This category is used for notifications, updates, and reminders that provide helpful or necessary information to your customers, such as appointment reminders, shipping updates, or order confirmations.
  
• Marketing: This category focuses on promotional content to engage customers, such as special offers, product launches, or personalized recommendations to encourage purchases or interactions.
  
• Language: Choose the language in which your message will be sent.
• Template Body: Enter the content of your message. Make sure it follows WhatsApp’s guidelines for templates.
• Media (Optional): You can add media like images or files to your template if needed.
  
• Buttons (Optional): You can add buttons to make your template more engaging.

Step 4: Submit the Template for Approval

Once you’ve filled in all the required information, click Save. Your template will be sent for review by WhatsApp.

Adding Buttons to WhatsApp Templates

1. Quick Replies: You can add up to 3 quick reply buttons per template. These buttons allow customers to respond by tapping them, sending the button's text as a message in the conversation.
   
2. Call-to-Action: You can add up to 2 call-to-action buttons per template. These buttons initiate a phone call or redirect customers to a website when tapped.

Quick Replies

There are two types of Quick Replies:

1. Quick Reply: A customizable button that allows you to define the text customers can use to reply in the chat.
   
1. Enter the Button Text in the dedicated field.
   

1. Opt-Out: A pre-configured button with the predefined text "Stop Promotions," enabling customers to opt out of receiving further messages.
   

Call to Action

When customers click these buttons, they can perform actions such as visiting an external URL or making a phone call to a specified number. You can include up to two Call-to-Action buttons in a single template.

There are two types of Call-to-Action buttons:

1. URL: Directs customers to any external URL.
   
1. Insert the button text and URL in the dedicated fields
   

1. Phone Number: Allows customers to call a specified phone number.
   
1. Insert the button text and URL in the dedicated fields

After you submit your template, it will appear in the table on the WhatsApp settings page. Here’s how to manage them:

Template Statuses

• Approved: These templates are ready to be used and will display a green label in the table.

• Pending: Templates under review will display a yellow label.

• Rejected: If a template is rejected, it will display a red label. You can click on the “i” icon next to the status to view the rejection reason.

Activate/Deactivate Templates

You can use the toggle switch in the Active column to activate or deactivate your templates at any time.

Handling Rejected Templates

If your template is rejected, don’t worry! Follow these steps to resubmit it:

• In the WhatsApp section of Settings, locate the rejected template.

• Click on the “i” icon next to the Rejected status to view the rejection reason.

• Once created a new template with the new changes, submit the template for approval.
  

By following this guide, you’ll be able to create and manage WhatsApp templates effortlessly in Maqsam’s Setting.