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.