How to create templates for WhatsApp Business?

Created by Andre Greiner, Modified on Wed, 8 Mar, 2023 at 9:48 AM by Andre Greiner

Este artículo no está disponible en Spanish. Consúltalo en Portuguese (BR).

Spotter's standard templates were developed by Exact Sales, respecting the standard required by Facebook/META and based on the routine and needs of a pre-salesperson  .

 

If none of the templates meets the need, contact Support to request a modification or the creation of a new one. It will go through the same evaluation criteria and availability period as described above. 4 to 5 working days.

 

You must send the new templates to the email support@exactsales.com.br in the following format:

Template name:
Here the name of the template

Template Message: 
Here is the template message indicating line breaks when necessary.

 

It is important to mention that in the template message, the template variables must be indicated, those that have automatic completion, such as "Hello So-and-so {here is a variable filled in with the name of the lead}, here is Cicrana {here is another variable automatically filled in with the name of the pre-seller}.

 

Currently, it is possible to register the following variables: Name, Pre-seller name, Origin, Subject, Meeting date, Meeting start time, Meeting end time, Seller name, Day, Company.

 

Another detail that is something that Facebook/META analyzes when checking the text of the templates is whether that text is characterized as an active prospecting text, if this type of prospecting is characterized, the template will be disapproved. The deadline for analysis is up to 5 working days.

 

IMPORTANT : After approval of the template by Facebook, it is not possible to change it, having to create a new template. About the approval period, after sending facebook has 4 to 5 business days for approval.


Golden tips:

  • be objective
  • always courteous
  • Contextualize very well the reason for your contact

Success in your prospects ;)


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