How to create a template in XpressBot?

WhatsApp Message Template #

Message templates are used to send messages to subscribers who are outside of the 24-hour message window or to manually import contacts.

A message template is a pre-approved message for WhatsApp, ensuring compliance with their policies. For instance, WhatsApp requires template approval. These templates cover order confirmations, shipping updates, marketing broadcasts and more.

Message templates enable personalized messages, like order confirmations with user-specific details. They are vital for consistent and compliant messaging. Using message templates enhances chatbot effectiveness by delivering timely and unblocked messages to users.

Creating a new template involves several steps for documentation purposes. Follow these steps to create a new template:

🔧 Steps to Create a WhatsApp Template: #

1. Click on Create
   • Start by clicking the Create button to begin the template creation process.
2. Enter Template Name
   • Provide a name for your template in the Template name field.
3. Select Locale
   • Choose the language of your template in the Locale section.
4. Choose Template Category
   • Select a category from:
     • Utility
     • Marketing
     • Auth/OTP
5. Set Header Type
   • Choose the type of header you want:
     • Text
     • Image
     • Video
     • Documentation
6. Write Message Body
   • Enter the main content of your message in the Message Body section.
   • 🔸 Note: Maximum limit is 1024 characters.
7. Add Footer (Optional)
   • If needed, enter additional text in the Footer Text field.
8. Add Button (Optional)
   • You can add one of the following:
     • Call To Action – e.g., open a link or call a number.
     • Quick Reply – lets users respond quickly with a preset reply.
9. Save the Template
   • Once all fields are filled, click Save to finalize your template.

✅ What Happens After Saving a Template? #

1. Template Status: Submitted
   • Once saved, your template appears in the Template section.
   • The initial status will be Submitted.
2. Approval Process
   • Template approval may take some time.
   • After review, the status will change to Approved if it meets the guidelines.
3. Check Template Status
   • Use the Check Status button to see the current status of your template at any time.