How to Create and Approve a Message Template in WhatsApp

Index:

1. Introduction
2. Creating a Message Template in Blip
3. Message Template with buttons
4. Call to action (go to a link)
5. Passing the parameter to the link
6. Call to action (calling the phone)
7. Quick reply
8. Analyzing Message Template status
9.  Using approved templates
   

In the video, understand "Active Messages" as messages sent outside the 24-hour window and without a message template, and "Notifications" as messages sent through the message template. I used this differentiation in the video to try to facilitate understanding.

 

When we talk about "Notifications" we mean messages that will not affect the health of your number as they do not violate policies.

Introduction

 

To send a notification (active messages) on the WhatsApp channel, it is necessary to create and approve a message template (also known as Message Template). Message Templates are messages that have already been pre-approved by WhatsApp and have a reusable format. This means that by using variables, you can use the same template to send different messages. For more details on message templates, please refer to the WhatsApp documentation.

 

An example of a Message Template to notify users who have just created an account in any application would be:

 

 

Hello, {{1}}! Your account has been created on Blip. 👏 For more information, visit https://blip.ai.

 

Note that in this example, a variable represented by the pattern {{1}} was used. The number 1 indicates the index of the variable, so {{1}} represents the first variable of the template. To add other variables, use the same pattern and increment the index value. The example below defines a template with two variables.

 

Hello, {{1}}! Your account has been created on Blip. 👏 For more information, visit {{2}}.

 

Creating a Message Template in Blip

Access the Blip portal, select a bot previously published on the WhatsApp channel, and go to the Content module. Select the Message Templates item and click on the "+ Add New" button.

 

 

Fill in the necessary information for submitting a message template.

 

• Template Name: Name that identifies your template (use only lowercase letters, numbers, or underscore '_').
• Category: Category that best represents the content of your message.
• Template Language: The language used in the template (multiple translations can be provided for each template).
• Message Content: (Supported types: text, documents, and images).
• For creating a Message Template within Blip, the maximum video size is 16MB.
• When filling in the Link field, make sure that the server where the file is hosted does not validate the "User-Agent" header, as it is currently not sent by Blip.
• Examples of valid servers: Google Drive, Amazon S3, Imgur, etc.
• Examples of variables: Examples of values for the variables in your template (this information helps in understanding the use case of your template during the review process).

 

Note: Click on the 'Add translation' button if you want to use the same template in different languages.

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Check out how to use all supported content types and an example of how it will be received by the user on WhatsApp.

 

1) Content Type: Text

 

 

Example:

 

 

Examples of Variables:

 

 

2) Content Type: Image

 

 

Example:

 

Examples of Variables:

 

 

3) Content Type: Video

 

 

Example:

 

4) Type of Content: Document

 

Example:

 

 

Message Template with buttons

Recently, WhatsApp has released a feature that allows the sending of button-based content, such as Call to Actions and Quick Replies, exclusively through Message Templates (to use this type of content in your conversation flow, you will need to send it through dynamic content or pre-built messages from Desk).

 

It is now possible to create them through our Portal!

 

Below are the types of button-based content available in this new update and how to create them:

 

Below the content, you will find the menu of available buttons.

 

Call to action (go to a link)

 

Button type that allows sending a link that will take the user to the corresponding webpage.

 

Select the Action Buttons option, choose Website Link, and fill in the necessary information.

 

 

Note: Remember to fill in the URL following the structure of the example! Always include https:// or http://

 

After saving the information, you can preview how the template will look.

 

 

In the URL field, you can add a dynamic URL and include a variable {{1}} to create a customized link.

 

Example: Dynamic URL: https://www.google.com/{{1}} Static URL: https://www.google.com

 

If you add a variable at the end of the URL, the system will recognize it as a Dynamic URL; otherwise, it will be considered Static.

 

Example of how it will be received by the user on WhatsApp:

 

 

Passing the parameter to the link

 

To assign a value to the registered dynamic URL, we can do it as follows:

 

In your chatbot's flow, add an action of type "HTTP Request."

 

 

Select the Post Type method

And use the URL https://{{contractid}}.http.msging.net/messages

Note: Use the URL with the contract ID to consume the endpoints. Your performance and functionality may be affected if you do not have the contract ID. Therefore, it is essential to use the URL with the contract ID to make HTTP requests!

 

 

 

• Please provide the authorization code for your bot.
• Here you can find an explanation on how to find the authorization key.

In the body of the message, you can follow the example below:

 

 

Json text used in example

{




  "id":"{{$guid}}",




  "to":"{{contact.identity}}",




  "type":"application/json",




  "content":{




  "type":"template",




  "template":{




    "name":"{{MODEL_NAME}}",




     "language":{




        "code":"pt_BR",




        "policy":"deterministic"




     },




     "components":[




        {




           "type":"button",




           "sub_type":"url",




           "index":0,




           "parameters":[




              {




                 "type":"text",




                 "text":"{{urlPayment}}"




              }




           ]




        }




     ]




  }




  }




}

 

To learn more about this setting, visit our blip forum.

 

Call to action (calling the phone)

 

Button type that allows sending a phone number that, when clicked, will trigger the corresponding application on the system (e.g., Phone, Contacts, Skype, and even WhatsApp).

 

Select the Action Buttons option, choose Phone Number, and fill in the necessary information.

 

 

Note: Remember to include the country code in the phone number following the example!

 

After saving the information, you can preview how the template will look.

 

 

Example of how it will be received by the user on WhatsApp:

 

 

Quick reply

 

Button-based content type that allows sending quick and predefined responses.

 

Select the Quick Replies button and fill in the texts that will appear on the buttons.

 

 

Note: Remember, you can add up to a maximum of 3 buttons!

 

After saving the information, you can preview how the template will look.

 

 

Example of how it will be received by the user on WhatsApp:

 

 

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It is still possible to add these buttons along with other types of content besides text, such as images, videos, and documents.

Analyzing Message Template status

 

After submitting a Message Template, it will be under review with the status "Pending." At the end of the process, the template will receive either an "Approved" or "Rejected" status, depending on whether it is accepted or rejected by WhatsApp, respectively.

 

Using approved templates

 

To use a message template, it is necessary to have access to the Template Name.

 

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃