Featurecast Story 14 - WhatsApp Interactive Message Templates

Featurecast Story 14 - WhatsApp Interactive Message Templates

IM'ing (Instant Messaging) Feature Story Series

Featurecast Story 14 - WhatsApp Interactive Message Templates

Boost customer engagement with WhatsApp's Interactive Message Templates



One of the significant features introduced for WhatsApp Business is interactive templates with quick-reply and call-to-action buttons. This feature helps businesses connect customers to relevant content and resources directly from their preferred communication channels.

Interactive message templates 

Interactive message templates are prebuilt messages that can be sent through WhatsApp and can be combined with a chat-bot tool. These templates support interactive experiences by displaying buttons, menus, and other elements users can click or tap. They are designed to make it easier for businesses to automate customer conversations and provide a more engaging experience. These templates also help ensure businesses' messages adhere to WhatsApp's guidelines. This reduces the risk of WhatsApp flagging or blocking businesses for sending spam or unsolicited messages. Users can deploy templates to initiate new customer conversations or begin a conversation after a 24-hour window.

Types of interactive template buttons 

WhatsApp Call-to-Action Button

You can display CTA buttons under your message to direct users to your website, initiate a call, or provide other options.

Sample template
 
Hello there,

Your order is expected to arrive today.

Track your package to see the latest updates.

<Contact us>

<Track Package>

WhatsApp Quick Reply Button

These buttons give customers a quick, easy way to interact with your business on WhatsApp. After the customer selects an option, the response will be sent as a simple text message. You can offer up to three buttons to encourage speedy replies.

Sample template

Hello there,

Thank you for shopping with us.

How did you enjoy your purchase?

    ◻  I loved it! 

    ◻  I liked it. 

    ◻ I didn't like it.

Benefits of interactive message templates 

WhatsApp's interactive message templates include buttons that help you guide your customers through a logical automated conversation flow.

Tailored experiences

Compared to text-based lists, interactive messages make it easier for individuals to identify and select the options that best address their needs.

Personalized interactions

Interactive buttons can be customized using media files to help your messages resonate with your target customers.

Higher customer response rate

With interactive message templates, you make it easy for your customers to reply to a question or take specific actions. Rather than typing, they only need to click on their desired answer, which makes it easier for them to respond.

Elevated chance of sales

You have a higher chance of making a sale when your recipient can purchase or claim a discount with just one click. Use an interactive message template to tell your customers about a new promotion and allow them to claim a discount by tapping a button.

Limitations

  • For call-to-action templates, you can add a maximum of two buttons, one of each type. Button text is restricted to 20 characters per button.
  • For quick-reply templates, you can add a maximum of three buttons.

Final thoughts 

If you want your customers to take specific actions, like visiting your product pages or providing feedback on purchases, interactive WhatsApp message templates are a great tool. Eliminate communication gaps and enhance your conversations with interactive message templates to provide outstanding support and keep your customers satisfied.

I hope you found this article helpful and that you will start using WhatsApp's interactive message templates to elevate customer engagement.
 
There's more to come, so please watch this space for more IM feature stories.
 
Until next time,


Kavya Rao
The Zoho Desk Team

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

                                                  After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon.  At this event, we will explore the topics which
                                                • Register for Zoho Desk Beta Community

                                                  With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
                                                • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

                                                  Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our  forums; wherein a panel of experts will take on questions  specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any questions posted here.   Let's begin the year learning some best practices from our experts. In this month's ATE we are opening the floor to questions on how to use Zoho Desk the best way.  If you have a business use case but not sure if Workflow is
                                                • Share your Zoho Desk story with us!

                                                  Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
                                                • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

                                                  Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here. In this month's Ask the Experts, we will take questions on everything related to Telephony and the Call Module in Zoho Desk. We will discuss the following aspects:  Integration with different Telephony vendors Routing calls to agents Converting


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Stop selling out of stock Items.

                                                                                                    Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 
                                                                                                  • Bigin API Token Request ("invalid_client")

                                                                                                    Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
                                                                                                  • Customer Happiness not clickable when using API

                                                                                                    Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
                                                                                                  • Send To Zoho Sign not Showing

                                                                                                    The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
                                                                                                  • How to Get An Image's URL once it's uploaded to library?

                                                                                                    I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac
                                                                                                  • 【Zoho CRM】インポート機能のアップデート:既存データへのタグ追加が可能に!

                                                                                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます: 個別タグ付け:少数のデータを手動でタグ付け 自動化:特定のタイミングで繰り返しタグ付け 一括更新:インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。
                                                                                                  • Link to Desk tickets

                                                                                                    Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports?  We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!
                                                                                                  • Bluerprints: How to connect the created record back?

                                                                                                    I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
                                                                                                  • Populate a Related List Item based on a Stage

                                                                                                    I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that
                                                                                                  • Being able to draw inside a module ?

                                                                                                    I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
                                                                                                  • 2 serial numbers for 1 item (Mac address and Serial number)

                                                                                                    There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
                                                                                                  • Holidays

                                                                                                    Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
                                                                                                  • Delete a department or category

                                                                                                    How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
                                                                                                  • Remove or hide default views

                                                                                                    I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
                                                                                                  • Analytics Module: Can you move items from one dashboard to another?

                                                                                                    Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
                                                                                                  • Copy Widget to another Dashboard

                                                                                                    I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
                                                                                                  • Is there a way to print the dashboard?

                                                                                                    I would like the capability of printing the dashboard - is that possible?
                                                                                                  • Custom Deal Name in Lead Conversion Mapping

                                                                                                    I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
                                                                                                  • Introducing Record Summary: smarter insights at your fingertips

                                                                                                    Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
                                                                                                  • Suppress "spreadsheet will not be saved" message on published sheet

                                                                                                    I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
                                                                                                  • Missing "Email Authentication" tab

                                                                                                    Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
                                                                                                  • Show item Cost value on Item screen

                                                                                                    The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                                                                                  • Zoho Analytics to Zoho Sheets - automatic update?

                                                                                                    Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
                                                                                                  • Integration with Moodle

                                                                                                    Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
                                                                                                  • How to Record Loan with interest

                                                                                                    I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 
                                                                                                  • Task status - completed - other options

                                                                                                    I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
                                                                                                  • Task module and related-to field

                                                                                                    In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
                                                                                                  • Add Lookup Field in Tasks Module

                                                                                                    Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
                                                                                                  • migrating from Zoho Invoices (CRM) to Zoho Books

                                                                                                    Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
                                                                                                  • Zoho MA and Custom Module

                                                                                                    I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
                                                                                                  • When is partial reimbursement going to be launched?

                                                                                                    Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
                                                                                                  • Year-End Wrap: Declutter Your Inbox Using Email Filters

                                                                                                    Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
                                                                                                  • Unified Notes View For Seamless Collaboration

                                                                                                    To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
                                                                                                  • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

                                                                                                    Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
                                                                                                  • Formula fields - Request for dynamic recalculation / proper implementation

                                                                                                    Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
                                                                                                  • Items attribute questions

                                                                                                    Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
                                                                                                  • Organize and Track Phases with Phase Custom Views

                                                                                                    Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
                                                                                                  • Record Asset Received as Payment

                                                                                                    How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
                                                                                                  • Invoice Line Item Report

                                                                                                    Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
                                                                                                  • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

                                                                                                    Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
                                                                                                  • Next Page