Manage WABA Template

To send a business initiated message to your customer, you need to sent a WhatsApp approved Template message.

Create a WABA Template

1. Go to Integrations => Manage Templates
2. Click Create Template
3. A Template is divided into several section, namely:
   • Header (Optional, can be image / video / document / text)
   • Body (Required, must be text)
   • Footer (Optional, must be text)
   • Button (Optional, can add up to 10 buttons)
4. Some example use cases:
   1. Product promotion - create a Template with an attractive image of your product, copywriting and button (call-to-action) to be broadcasted to your customers
   2. Re-engagement - follow up your customer that has not replied to your message after some time
5. After finish designing your Template, click Create Template
6. When WhatsApp approves your Template, you will see a green Active status in your Template. Only Template with Active status can be used for sending.

Sending a WABA Template

You can send approved Template using one of 2 ways:

Sending through Inbox

1. Navigate to Inbox.
2. Find (or add) a chat with your customer.
3. Click on the + button on the left of the text input => Send WhatsApp Template.
4. Select the Template you wish to send, and click Send Template.

Sending through a Flow

1. You can also add the approved Template in a Flow / Broadcast / Sequence Queue, and send it to your customer.
2. This has the advantage of:

• Easily reuse for repeated scenario
• No need to manually send contact by contact (through Broadcast)
• Customer’s reply can be automatically handle by bot

Broadcasting WABA Template

You can easily reach hundreds of potential customer with your approved Template message using the Broadcast function.

1. Navigate to Broadcasts
2. Click Create Broadcast
3. Upload your contact list. Note that it needs to be in .csv format, and contain name and phone number.
4. In the next step, click Add Content and select Template
5. Select the Template you wish to send, and click Apply.
6. In the next step, give your broadcast a recognizable name, adjust the interval, and select a sending account. Click Save to complete the setup.
7. Finally, you can begin the Broadcast by clicking Start on the top right corner.