Product
...
Campaigns & Templates
Templates Overview

Creating Templates

6min

Templates are reusable message formats used to communicate efficiently with customers. This guide covers how to create and manage templates effectively in Sanoflow.

Getting Here

  1. Locate the Templates Tab: On the left-side menu, click Templates under the Campaigns section.

Steps to Create a Template

  1. Navigate to the Templates Section:
    • Go to the Templates menu in the dashboard.
  2. Click "Add Template":
    • Select the Add Template button to start creating a new template.
  3. Fill Out the Template Details:
    • Template Name: Give your template a unique and descriptive name.
    • Language: Choose the language for the message.
    • Category: Select a category (Utility, Marketing, or Authentication).
    • Channel: Choose the communication channel which is WhatsApp, as you cannot create a template on Meta for a channel other than WhatsApp.
    • Template Type:
      • Standard (Text Only): For simple text messages.
      • Media & Interactive: For messages including images, videos, or interactive buttons.
  4. Add Header (Optional):
    • Select a header type:
      • None
      • Text
      • Image
      • Video
      • Location
    • Include relevant media or text if applicable.
      • Note: You cannot add a dynamic text as a header.
  5. Add Body:
    • Write the main message content. Use dynamic placeholders (e.g., {{Data.FirstName}}) for personalized messages.
      • Note: You will be asked to use a mapper. A mapper is an example of how you want the template to look like.
  6. Add Footer (Optional):
    • Include a footer text, such as "Powered by Sanoflow."
      • Note: This is only available for Premium Subscriptions that have opted-in White Labeling.
  7. Add Buttons:
    • Quick Reply: Allow users to respond with predefined options.
    • Call to Action:
      • Visit Website
        • Note: You will be asked to add a label + actual link + mapper. A mapper is an example of the link.
      • Call Phone Number
      • Copy Offer Code
  8. Save the Template:
    • Click the Add button to save the template.

Managing Templates

  1. View Templates:
    • Go to the Templates section to see a list of existing templates.
    • Use filters to sort templates by channel, status (Approved, Pending, etc.), or category.
  2. Edit Templates:
    • Click the edit icon next to a template to modify its content or settings.
  3. Duplicate Templates:
    • Use the duplicate icon to create a copy of a template for minor adjustments.
  4. Delete Templates:
    • Click the delete icon to remove a template. A confirmation pop-up will appear before deletion.
  5. Sync Templates:
    • Use the "Sync Templates" button to update templates with the latest changes or status.

Practical Use Cases

  1. Utility Notifications:
    • Appointment reminders, booking confirmations, and updates.
    • Example: "Hi {{Data.FirstName}}, your appointment is scheduled for {{Data.StartTime}}."
  2. Marketing Campaigns:
    • Promotional offers, discounts, and sales updates.
    • Example: "Exclusive Deal! Enjoy 20% off with code SAVE20. Shop now!"
  3. Event Invites:
    • Sending event or webinar invitations with RSVP options.
    • Example: "Join us for our Anniversary Celebration! Click 'Interested' to RSVP."
  4. Customer Feedback:
    • Collecting post-service feedback.
    • Example: "We value your opinion. Rate your experience using the button below."

Best Practices

  • Message Clarity: Ensure the message is concise and easy to understand.
  • Use Personalization: Leverage placeholders like {{Data.FirstName}} to create tailored experiences.
  • Media Use: Use images, videos, or documents in Media & Interactive templates to capture attention.
  • Button Optimization: Use Quick Replies for customer engagement and Call-to-Action buttons for conversions.
  • Test Before Launch: Test templates to ensure placeholders populate correctly and media is formatted properly.
  • Compliance: Adhere to WhatsApp and platform-specific guidelines for template approval.

FAQs

  1. What is the approval process for templates?
    • Templates must be submitted for approval before use, especially for WhatsApp. Approval times may vary based on the platform.
  2. Can I use dynamic placeholders in templates?
    • Yes, placeholders like {{Data.FirstName}} can be used to dynamically insert data into messages.
  3. What happens if a template is rejected?
    • Review the rejection reason in the details and edit the template to meet compliance requirements.
  4. How many buttons can I add to a template?
    • You can add up to three buttons, including Quick Reply or Call to Action options.
  5. How do I preview my template?
    • Use the message preview on the right-hand side of the template creation screen.
  6. Can I reuse templates across campaigns?
    • Yes, templates can be reused for multiple campaigns.



Updated 03 Jan 2025
Did this page help you?
PREVIOUS
Templates Overview
NEXT
Flows Overview
Docs powered by Archbee