Templates

This document provides a complete guide to:

• Accessing Instagram templates

• Understanding template types

• Creating Generic templates

• Creating Button templates

• Managing template views

1️⃣ Access Instagram Template Settings

There are two ways to access the Instagram Template page. One way is to use the top search bar in Ownchat or press Ctrl + K on your keyboard

Follow these steps to navigate to Instagram templates:

1. Click the Settings icon (top-right corner)

2. Select Instagram under channel settings

3. Navigate to the Templates tab

👉 In this section, you can:

• Create messages for Direct Messages (DM)

• Use comments to trigger DMs

2️⃣ Template Types Overview

Ownchat supports two types of Instagram templates:

🔹 Generic Template

Supports:

• Image

• Title

• Subtitle

• Up to 3 buttons

🔹 Button Template

Supports:

• Title

• Up to 3 buttons

✅ Key Advantage

• No Meta approval required

• Templates can be used instantly after creation

3️⃣ Template View Options

You can manage templates in different layouts:

🔸 Grid View (Default)

• Displays templates in a compact card layout

🔸 Table View

• Displays templates in structured rows

🔄 Switching Views

1. Click the List View icon

2. Select Table View to display templates in table format

3. Switch back to Grid View for a compact layout

4️⃣ Creating a Generic Template

Step 1: Start Template Creation

1. Click Add Template

2. Enter the Template Name (e.g., “Sweet Shop Offer”)

Step 2: Configure Template

• The account will be automatically selected (e.g., ieyalsolutions)

• Choose Template Type → Generic

Step 3: Add Content

Title Text

• Enter the promotional title

Subtitle

• Add a supporting message

Step 4: Add Media

1. Upload an image

2. Click Send Selected Files to confirm

Step 5: Configure Button Action

1. Select Action Type → Web URL

2. Enter:

• Button Title: “Visit our Website”

• Destination URL

Step 6: Add Additional Buttons

1. Click Add New Button

2. Enter:

• Title (e.g., “Visit Us”)

• URL

👉 Maximum allowed: 3 buttons

Step 7: Finalize Template

• Click Create Template

✅ Your Generic template is now created

5️⃣ Creating a Button Template

Step 1: Start Creation

1. Click Add Template

2. Enter the Template Name

Step 2: Select Template Type

• Choose Template Type → Button

Step 3: Add Content

Title Text

• Enter the main message

Step 4: Configure Buttons

First Button

• Enter:

  • Title

  • URL

Additional Buttons

1. Click Add New Button

2. Enter:

• Title

• URL

👉 Maximum allowed: 3 buttons

Step 5: Remove Button (Optional)

• Click the Delete icon to remove any button

Step 6: Finalize Template

• Click Create Template

✅ Your Button template is now created

6️⃣ Template Management

Inside the Templates tab, you can:

• View created templates

• Switch between Grid and Table views

• Identify template types (Generic / Button)

• Manage and update template structure

📌 Important Notes

• Templates can be used for:

  • Direct Messages (DM)

  • Comment-to-DM automation

• Generic templates support media and richer layouts

• Button templates are simpler and CTA-focused

• No approval delay → Immediate usability

✅ Summary

With Instagram Message Templates in Ownchat, you can:

• Create reusable DM templates

• Add CTA buttons to improve conversions

• Use templates within automation workflows

Deliver instant responses without approval delays