Template

Templates in Ownchat enhance the consistency of customer interactions. Use them for welcoming new customers, following up on inquiries, confirming appointments, and sending promotional messages.

Template Creation:

To create a template in Ownchat for WhatsApp, follow these steps

1. Navigate to the Template Section

Go to Settings > select WhatsApp > Click on Templates.

The list of existing templates will be displayed here.

2. Add a New Template

• Click Add Template at the top right corner.

• A dialog box will appear.

3. Fill in the Template Details

• Template Name: Provide a name for your reference.

• Category: Select from the dropdown menu might be utility or marketing or authentication.

a. Utility: For business conversations other than promotional messages.

b. Marketing: For promotional messages.

c. Authentication: Typically used in banking sectors for OTPs and transactional messages.

• Language: Select the language, typically English (US).

4. Choose Template Type

• Standard Template: Allows sending only the body of the message with variables including emojies, formatting options such as Bold, italic, strike through, etc.

• Media & Interactive Template:

a. Text: Includes header, message body with variables including emojies, formatting options such as Bold, italic, strike through, etc., footer, and buttons.

b. Media: Allows sending images, videos, or documents along with the message body with variables including emojies, formatting options such as Bold, italic, strike through, etc., footer, and buttons.

5. Upload Media (If Applicable)

• Upload files from PC which might be Image, Video or Document.

• Size Limits:

a. Image: Max 5MB (formats: jpg, jpeg andpng)

b. Video: Max 16MB (formats: MP4 and3gp)

c. Document: Max 100MB

6. Configure Buttons (Optional) : You can configure up to 10 buttons if you'd like, but it's optional.

• Quick Reply Button:

a. Choose Custom, then define the button text (e.g., Yes/No, Interested/Not Interested). Use these buttons to get responses from customers or you might trigger a bot based on the message intent.

b. Marketing Templates: Choose Marketing Opt-Out Recommended button is shown as "Stop Promotions" default in button text. If Customer prefers this option mean not to receive marketing messages from us, simply click this button, then we'll understand that customer don't want to receive any marketing messages further. A bot can be set up to handle this.

• Call to Action Button:

a. URL Buttons: Add maximum up to 2 URLs with button text (Example: Visit Us).

b. Call Phone Number: Provide the country code and phone number for direct calls with button text (Example: Call Us).

c. Copy Offer Code: Customers can copy a coupon or offer code and paste in the required area when purchase the product.

• Enable Button Analytics: Check this box if you want to track button clicks during broadcast the messages from campaigns.

7. Save the Template

• Once you fill all the details, Click Create

• If you provided variables, you will be prompted to define sample field values with fallback values.

• If media provided, you will be prompted to choose a sample file.

• Click Next

The template will be created and displayed in the template records with the status Submitted.

8. Approve the Template

• Click Sync at the top right corner or refresh the page.

The status will change to "Approved" or "Rejected" with maximum of 3 minutes after synchronization by the Facebook manager. Once a request is rejected, you can tap on "rejected" to see the reasons for the rejection.

Once approved, the template will be available to send from the chat screen templates, from Bot will be able to send these templates and also can be selected for sending template in campaign (broadcast) messages.