Overview

WhatsApp Business templates allow organizations to communicate effectively with their audience by sending timely, structured, and personalized messages. These templates facilitate seamless customer engagement, nurturing leads, and automating communication workflows.

After integrating WhatsApp Business API, clients must get their WhatsApp Business templates created and approved by Facebook to enable WhatsApp marketing and lead nurturing from WhatsApp channels.  

Meritto now offers an enhanced WhatsApp Business Template Creation feature that allows you to create and manage templates directly from the Meritto panel. Once configured, these templates are automatically synced with the Kaleyra panel (Meritto’s WhatsApp vendor), ensuring smooth implementation without the need for manual intervention.

This article explains the complete process of creating and managing WhatsApp Business templates, mapping variables, adding sample data, and submitting templates for approval.

Core Functionalities

WhatsApp Business Template Creation

• To create a WhatsApp Business template, add parameters like before, but with a modified “Content” section.

• Now, tokens must be mapped to WhatsApp Business variables using the Add Variable CTA in the top-right corner of the content box.

• After adding variables, map them to Meritto tokens using the Map WhatsApp Variables with Meritto Tokens CTA in the bottom-right corner of the content box.

• You can also add buttons to the WhatsApp Business template to capture intent or trigger call-to-actions. 

Benefits of the New Variable Addition Process

• Previously, WhatsApp Business tokens were non-editable. Now, you can map and update tokens even after template approval, making templates more flexible.

• WhatsApp Business templates are now editable with customizable tokens.

• To reduce WhatsApp message failures and improve delivery rates, we've introduced the Default Value field. 

• If a message template has tokens but lacks data for a lead, the message fails. 

• This field lets you set predefined values for tokens, ensuring messages are sent successfully even when data is missing by automatically replacing it with the configured default.

• The same token can be mapped to multiple variables.

• WhatsApp Business Template Approval Status: The approval process is automated, and the status syncs with the vendor (Kaleyra) panel in the template manager.

• WhatsApp Business Template Sample Data: You can send sample data to reduce turnaround time for WhatsApp Business template approval.

Adding Sample Data for Quick Approval

• Add sample data for variables while creating WhatsApp Business templates.

• Ensure that the same is mandatory for image, video, and document-type WhatsApp templates.

Automated Template Approval Process

Once variables are added from our panel, you can use the Add sample data for quick approval CTA (bottom left of the content box) to input sample data. This helps speed up WhatsApp Business template approval.

1. Add a variable to the WhatsApp template via Add Variable.
   

2. Map it with a token using Map WhatsApp Variables with Meritto Tokens (e.g., {Registered Name}) token.

3. Add sample data using Add sample data for quick approval (e.g., “Rahul”).
   

All in all, we need to provide sample data (here, Rahul) for the variable used in the WhatsApp template where the {Registered Name} token was used. This helps Facebook in analyzing the data which will be sent in the variable section.

Adding Buttons and Submitting a WhatsApp Template for Approval

Enhance engagement by adding interactive buttons to WhatsApp Business templates. Supported button types include:

• Quick Reply Button: Allows you to respond with predefined options.

• Phone Number Button: Enables you to call a specified number.

• URL Button: Directs you to an external link or landing page.

After configuring the template with content and buttons, assign it to authorized users or teams. Save and submit it for Meta’s approval to ensure compliance. Once approved, you can enable the template to trigger WhatsApp campaigns for seamless lead and customer communication.

Conclusion

WhatsApp Business Template Creation Flow in Meritto empowers you to create, manage, and optimize WhatsApp Business templates directly from the CRM. By introducing features like variable mapping, default values, and sample data for faster approvals, the process becomes more streamlined and efficient.

By using WhatsApp Business templates, you can ensure seamless communication with your leads, engage with your audience effectively, and drive higher conversions through personalized and timely interactions.

With Meritto’s WhatsApp Business Template feature, communicating with your audience is now easier and more effective than ever!