Template

The Templates feature in WhatsEra enables you to create structured and reusable message formats for sending consistent and professional messages to your audience. Templates help streamline your campaigns and ensure that your communications are personalized and engaging.

Written By WhatsEra

Last updated About 1 year ago

Key Highlights of WhatsEra Templates

  1. No WhatsApp Approval Needed:

    • Templates created in WhatsEra are instantly ready for use. No external approval process is required, saving time and effort.

  2. No Buttons:

    • WhatsEra templates do not support buttons, keeping your messages concise and straightforward.

  3. Personalized Variables:

    • Add a personal touch to your messages by including dynamic fields that automatically populate with recipient-specific data.


How to Create a Template

  1. Navigate to the Templates Section:

    • From your dashboard, go to the Templates tab.

  2. Click on ‘Create Template’:

    • Enter a name for your template (e.g., "Order Confirmation" or "Welcome Message").

  3. Write the Message Content:

    • Type your message in the text box provided.

    • Use placeholders for personalized variables such as {{name}}, {{order_id}}, or {{appointment_date}}.

  4. Add Personalized Variables:

    • Variables are placeholders that will be replaced with actual data when the message is sent.

    • Example: "Hi {{name}}, your order {{order_id}} has been shipped!"

    • The variables must match the column names in your contact list or uploaded file.

  5. Save Your Template:

    • Once satisfied with your template, click Save.


How to Use Personalized Variables

  1. Preparing Your Contact Data:

    • Ensure your contact list includes the variable fields you plan to use, such as name, order ID, or appointment date.

    • Example:

      Mobile

      Name

      Order ID

      Appointment Date

      919876543210

      Rahul

      12345

      2024-12-15

      919998877665

      Priya

      67890

      2024-12-16

  2. Dynamic Message Personalization:

    • WhatsEra will automatically replace variables in the template with the corresponding values from your contact data.

    • Example Template: "Hello {{name}}, your order {{order_id}} is on its way!"

    • Message sent: "Hello Rahul, your order 12345 is on its way!"


Where Templates Can Be Used

  1. Campaigns:

    • Use templates to send bulk or targeted messages to your audience.

    • Example: Promotional messages, reminders, or updates.

  2. Automation:

    • Employ templates in automation workflows, such as autoresponders or welcome messages.

    • Example: "Welcome {{name}} to our platform! We're excited to have you on board."

  3. Broadcasts:

    • Share pre-crafted messages quickly with a large audience.

    • Example: Announce new offers or events to all your contacts.


Things to Know Before Creating a Template

  1. Keep It Short and Clear:

    • Templates should be concise, as WhatsApp messages are best when brief.

  2. Avoid Variables in Unstructured Text:

    • Ensure variables are properly formatted using double curly braces {{ }}.

    • Example: Use {{name}} instead of "name".

  3. Check for Errors:

    • Ensure all variables match the column headers in your contact list. A mismatch may result in missing or incorrect data in your messages.

  4. Formatting Tips:

    • Use bold or italic text to emphasize key points in your message.

  5. Attachments:

    • Templates in WhatsEra support media attachments, allowing you to include images, PDFs, or other files.

Frequently Asked Questions (FAQs)

With Templates in WhatsEra, creating personalized, impactful, and reusable messages has never been easier. Start crafting your templates today and elevate your WhatsApp marketing game!