📥How to: Create an interactive WhatsApp template

This guide shows you how to create WhatsApp templates in SalesRook for initiating contact, re-engaging leads, sending broadcasts, and saving frequently used messages.

Step 1: Access the WhatsApp Settings

1. Log into SalesRook: Start by logging into your SalesRook Core account.

2. Go to Settings: In the bottom left corner of your screen, click on Settings.

3. Navigate to WhatsApp: From the left-hand menu, select WhatsApp.

Step 2: Open the Template Section

1. Click on Templates: In the WhatsApp settings, you will see two tabs: Numbers and Templates. Click on Templates to view and create new templates.

Step 3: Create a New Template

1. Click Create Template: Click the blue Create Template button on the right side of the screen.

2. Enter Template Name: Choose a unique internal name for the template (e.g., September Broadcast). This name will not be visible to customers.

   • The template name should only use lowercase letters and underscores.

3. Select Template Category:

   • Marketing: Choose Marketing for general templates (commonly used).

   • Utility: Choose Utility for notifications, though Meta may reject these templates more often.

4. Choose Language: Select the language you want the template to be in (e.g., English).

Step 4: Set the Header (Optional)

1. Choose Media for Header:

   • The Header section allows you to attach media like text, images, videos, documents, or locations.

   • If you don’t need a header, toggle it off. If you want to include a document, toggle the header on and select Document.

2. Upload Your File: Click to upload your document. This will be shown in the message preview.

Step 5: Write the Message Body

1. Compose the Message: Enter the body of your message in the text field.

   • You can format the text with bold, italic, strikethrough, or monospace.

2. Add Variables:

   • To personalize your message, click Add Variable to insert dynamic content (e.g., contact’s first name).

   • Place the variable in the message where it makes sense (e.g., "Hi, {Contact First Name}").

   • Mapping Variables: Select the relevant variable, such as Contact First Name or User First Name.

Step 6: Add Footer (Optional)

1. Add Opt-Out Footer: If needed, include a footer for opt-out messages (e.g., "Reply STOP to unsubscribe").

   • The footer text will appear in paler text and has a character limit of 60 characters.

Step 7: Add Buttons (Optional)

1. Click Add Button: You can add buttons to your template for quick replies or actions.

   • Custom Buttons: You can create a custom quick reply button (e.g., "Rent" or "Buy").

   • Action Buttons: You can also add buttons like Visit Website, Call Phone Number, or Copy Offer Code.

2. Add Multiple Buttons: Up to 10 buttons can be added, and you can rearrange them as needed.

Step 8: Save and Submit the Template

1. Click Create: After finalizing your template, click Create to save and submit it.

   • The template will be pending approval, and it usually gets approved within a few seconds.

2. Check Approval: Once the template is approved, it will be available for use. Refresh the page to see the status change to "Approved."

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