A Inno Valley Works Product
WhatsApp Template Message Creation in Meta :
- Goto Meta for Developers
- Under WhatsApp Click Quickstart
- Click the Message Templates
- Click Create Template button
- Choose the Category for template based on your business.
- Enter the Name for the template.
- Note : Name can only contain lowercase alphanumeric characters and underscores (_). No other characters or white space are allowed.
- Choose the language in which the template needs to be available. Click the Continue button.
Text / Media Template :
- Choose Header as Text / Media. If Text is chosen as header enter the header Text or if Media is chosen as header, Select any of the supported media types. Upload the sample media of the selected media type.
- Enter the message of template text in Body.
- Preview of the message template displayed in Whatsapp is shown at the right side
Quick Reply Buttons :
- Click Add a Button under Buttons section. Choose Marketing opt-out.
- Preview of the message template displayed in Whatsapp is shown at the right side.
- Click the Submit button.
Text Template
Media Template
- Click the Confirm button.
- You can see the newly created template with the status In review
Adding Templates in Salesforce :
- Log in to the Salesforce org.
- In the App Launcher enter WA Templates. Click WA Templates.
- Kindly click on Refresh Templates to view the updated list with your newly created Template
- Click to open your newly created Template.
- Check if it is active.
- Enter ‘Fields as Parameters’ or ‘Default Parameters’ based on your requirement
Dynamic Template :
- Click the Create Template button.
- Choose the Category of the template.
- Enter the Name of the template.
- Choose the language for the template and click the Continue button.
- Choose Header as Text and enter the header Text.
- Enter the template text in Body. In Place of Dynamic values use the Add variable button and enter the name for parameters.
- Preview of the message template displayed in Whatsapp is shown at the right side.
- Click Submit Button.
Dynamic Template With Header :
- Click the Create Template button.
- Choose the Category of the template.
- Enter the Name of the template.
- Choose the language for the template and click the Continue button.
- Choose Header as Media.
- Select any of the supported media types. Upload the sample media of the selected media type.
- Enter the message template text in Body.
- Click Add a button. Select Visit Website from Call-to-Action buttons
- Preview of the message template displayed in Whatsapp is shown at the right side.
- Click Submit Button.
Dynamic Template :
- Click the New button.
- Enter the Template Name in WA Template Name, Business Number in WA Number.
- Choose the Object for which the template needs to be supported.
- Check the Active Checkbox to show the template name in Whatsapp
- Since this is a Dynamic template, you need to give Values for Fields As Parameters, Default Values For Parameter.
- Fields As Parameters – Comma Separated fields API Name(From the Supported Object)
- Default Values For Parameters – If fields / fields values are not available default
- values will be used.
- Click the Save button.
- Language, Message, Status fields are auto populated.
Dynamic Template With Header :
- Click the New button.
- Enter the Template Name in WA Template Name, Business Number in WA Number.
- Choose the Object for which the template needs to be supported.
- Check the Active Checkbox to show the template name in Whatsapp
- Since this is a Dynamic template, you need to give Values for Fields As Parameters, Default Values For Parameter.
- Since this template is associated with media, you need to give the url of the header in the Media URL.
- Click the Save button.
- Type, Language, Message, Status, No.of Parameters are auto populated.
To Know More about Whatsapp Templates : https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/
Frequently Asked Questions
Is Watbox GDPR compliant?
WatboxApp, which uses WhatsApp with Salesforce, is fully GDPR compliant. Here's how we ensure data protection and privacy :
Secure Data Handling : All customer data is encrypted during transmission and storage between WhatsApp and Salesforce. There is no third party involved in the data storage. Only your salesforce system will have the customer data.
User Consent : We obtain explicit consent from users when they interact with us via WhatsApp and also the customer data with the consent you already have can be used for WhatsApp communication.
Data Minimization : We collect only the necessary personal data required for customer service purposes. Strict access controls are in place within Salesforce. Only authorized personnel with the necessary permissions can access personal data.
Opt-Out/Unsubscribe : Customers can opt out or unsubscribe from WhatsApp Communication anytime by responding or clicking the opt-out buttons.
How does WatBox connect to Sales in Salesforce?
When a customer interacts through WhatsApp, scanning a QR code or initiating a chat from a platform like Facebook, WatBox forwards the message and phone number to Salesforce. If the phone number is new, WatBox creates a Person Account, Contact, or Lead. If the number already exists, the message is added to the appropriate record.
Can WatBox messages be tagged to any Salesforce objects?
Yes, WatBox allows configuration for tagging inbound or outbound messages to any specific Salesforce objects.
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