WhatsApp Business continually makes its way as a reliable method for customer service. If you are interested in knowing how to create message templates for your WhatsApp Business account and automate your sales, keep reading this step by step guide.
The digitization of companies has generated that multiple businesses, small and medium, migrate to the WhatsApp Business platform to continue providing their services to the clients.
Attend quickly to customers it is essential to discuss your interest in the brand. For this reason, companies resort to the automatic responses of the application.
What are the benefits of using message templates for my WhatsApp Business account?
Templates are formats that have a specific structure. They can be simple customer service messages, but they can also be reminders, notifications, reports, payment updates, among other things. Nevertheless, the benefits of using message templates for WhatsApp Business account They go beyond.
Templates allow you repeat information that will not change in the near future. For example, welcome, hours of operation, location, frequently asked questions, offers, invitations, catalogs.
Similarly, you can save different templates and use them as needed. This saves valuable time when serving consumers. Use message templates allows you to quickly and easily deliver notifications and reminders to persons who have previously agreed to receive such customer service messages. In any case, templates are easily adaptable. What keeps the relationship between the company and its customers in good condition.
Learn step by step how to configure an automatic message template in WhatsApp Business
Communicating effectively with potential customers is necessary to maintain sales success. However, there are a series of previous steps to be able to set up an automatic message template in WhatsApp Business.
For that reason, below we invite you to learn step by step how to do it:
Register in the commercial administrator
The commercial manager is a free service, which requires a Facebook account to confirm your identity.
To sign up, be sure to follow these steps:
-
Sign in to
https://business.facebook.com. - Choose button ‘Create Account’.
- Enter the name of your business. Then, select the main page of the same. If you don’t have a page, you must create one.
- Write your name and email address electronic work.
- To end with the registration process, fill in the required fields.
Complete business verification
The business must be verified to have access to certain functions of the platform. You can run verification from the security center of the commercial administrator.
To do this, follow these steps:
- Go to the security center. Later, enter the section ‘Business verification’ and press ‘Start verification’.
- Provide the details of the business. Then press ‘Next’.
- Choose your business from the list. If it does not appear, you must choose the option ‘None matches’. If that’s the case, you can skip the following steps and start documenting yourself on how to complete the verification.
- Below is a drop-down menu. Select the phone number of your membership there. Then press ‘Next’.
- Choose between receiving a verification code via text message, call or email. It should be noted that actions involving a phone number are not available in all countries.
- If you have a domain already verified, press the button ‘Use domain verification’.
- When you have received the verification code, enter it where indicated and press ‘Send’. Upon receipt of the verification confirmation, the process will have been successfully completed.
Create a WB account for the API
API stands for Application Programming Interface. It is a means that compiles the requirements and instructions necessary to automate some WB tasks.
To carry it out, follow these instructions:
- You should log in to the trade manager.
- At the top right of the screen, click ‘Business configuration’.
- Head to the bottom of the section ‘Accounts’ and select ‘WhatsApp accounts’. Then press ‘Add’.
- Click on ‘Create WhatsApp account’. Next, on the bar under ‘Account name’ Enter the name of the business.
- Next, in the section ‘Messages for’ two options are presented:
- Choose ‘Your account’ for create a personal WhatsApp Business account.
- Choose ‘Customer account’ to create an account in the name of a business. If this is the case, you must enter the corresponding commercial identifier. This can be found in the section ‘Commercial administrator settings’.
- You should specify time zone where the company is located.
- Select local currency with which the business is managed.
- It should be noted that the selected currency must match with the one you use to pay the bill.
- Select a payment method for your ads. If you don’t have a current payment line, you need to set one up.
- Enter the purchase order number that appears on the invoices, in the section ‘Purchase order number’.
- Following, choose from the list those people you want to add to the account. Subsequently, you must assign a role to each user.
- People with administrator access they can make changes to the account.
- People with standard access they can only manage phone numbers, perform template editing, and check metrics.
- The account will undergo a final review. Until then, it will remain in state ‘Earring’. To start receiving and sending messages, the status must be ‘Passed’, and thus download the certificate.
Create the message templates
After having After successfully completing the above steps, you can start creating message templates for the WhatsApp Business platform.
The steps to follow are:
- Enter the commercial administrator and then to the WhatsApp administrator.
- Choose ‘Message templates’.
- In the case of have multiple accounts in WhatsApp Business, you must select the profile in which you are going to create the template from the list.
- Press ‘Create message template’.
- Enter the name and select a language and category.
- The category corresponds to the type of template you want to create.
- The Name must be written in lowercase. You can also use numbers and underscores.
- You should select message language. Later, you can add or remove languages.
- Following, you must incorporate the content of the message. You can add a test sheet to understand the composition of the message in ‘Add sample’. Make sure that the message does not contain personal or private information.
- Enter a heading. This can be optional, and include text or multimedia.
- Enter the text that constitutes the body of the message. As part of the API, you have the option of formatting the text, embedding emojis, and even embedding variables to provide specific information.
- Conclude the message with a footer. Try to keep it short.
- Incorporates action buttons. These can be: call to action or quick response. The first involves options such as ‘Call now’ or ‘Visit our website’. So you can add URLs or phone numbers. On the other hand, the quick response buttons allow the customer to choose between three answers: “Yes”, “No” or “Maybe”.
- When you have completed all the boxes, click ‘Send’.
- The template will go through a review process. Once approved, you can add the message template to the WhatsApp Business API.
The best templates for automated messages in WhatsApp Business that you can use to make more conversions
The templates are intended to work with large-scale communications between the business and its consumers. For that reason, below we offer you the best templates for automated messages in WhatsApp Business that you can use to get more conversions. It is extremely important to remember that customers must agree to receiving customer service messages in advance.
In this way, your privacy is not compromised:
Update alert
Alerts are some of the most common templates to use in WhatsApp Business. In this category are messages about ordering a delivered product or service. Look at this example: “Greetings, Thank you for choosing (company name)! Every week we will keep you informed about the status of your order. If you have any questions, we invite you to write to us. We are happy to be of assistance! ”.
Update on account
It is likely that your customers are subscribed to a web page, such as a virtual store. In case of making adjustments to the account, or that an irregularity has occurred, you can use a template to report to the person in question.
For instance: “Dear user, at the moment we are updating some rules and our portal. We appreciate your patience. We will inform you by this means of the changes made. Don’t forget that you can contact us during customer service hours for more information ”.
Automatic answer
Automatic responses seek to respond to the most frequent concerns that consumers may have. This includes hours of operation, location, costs of a specific service, etc. Look at this example: “Thank you very much for your message! Our job is to solve all the doubts of our clients. We take care to respond within 24 hours. If you have any other questions, do not hesitate to share them with us. We will gladly assist you ”.
Problem resolution
You can use message templates to communicate to your clients any malfunction in the platform. Likewise, you can also notify them when the problem has been solved. Look at this example: “Dear user, we fulfill our duty to inform you that the problem in the system has been fixed, so that we can resume our regular contact. If you still have a bug, please let us know. We will provide the relevant support to provide a quick solution ”.
Payment made
If the customer has made a payment through an online service, you can give you a quick response on your payment that has been received. To do this, you can use this message template: “Dear user, we inform you that your payment for the order (order name) has been successfully processed. You can check the status of the shipment through our customer service system. We will do our best so that it reaches your hands soon. Thank you for trusting (company name) ”.