Template types

Three template types are available:

• Quick Replies: adds buttons at the bottom of your message so customers and leads can respond with a single click.
• Call to Action | URL: adds a URL to your message that guides customers and leads toward a specific action.
• URL & Phone Number: adds both a URL and a phone number to your message, giving customers an additional way to engage.

Submit a template for approval

To submit a template for approval:

1. Log in to Salesforce and open the ValueText Sender IDs object.
2. Select the Sender ID you want to submit the template for.
3. Click the arrow at the top right corner and select Submit Templates. A window opens with the fields you need to fill in.
4. Enter a Template Name and Category.
5. Select the language for your template message.
6. Optionally, add a Message Header if you want specific text, an image, a document, or a video at the top of your template message.
7. Write the Message Body. Include any merge fields you need, using the format [Full Name]. Merge fields matter for the approval process.
8. Optionally, write a message footer. This can include an opt-out line, such as "If you want to unsubscribe from receiving messages, please type 'STOP'."
9. Configure your buttons:
   • Call to Action: add a URL that customers can click to reach a specific page.
   • Quick Reply: add options customers can click to respond.
10. Submit the template to WhatsApp for approval. To check its status, click Status at the top right corner of the template window.

While you wait for approval, you can add the template to dynamic templates by clicking Dynamic Template at the bottom left of the template window. For instructions on creating dynamic templates, refer to the provided document.

Note: Follow WhatsApp's guidelines and policies throughout the template submission process.