Understanding WhatsApp Templates on SalesIQ

• In SalesIQ, you can create and save templates/message layouts that you can easily insert into your WhatsApp conversations, from within your SalesIQ operator chat window, and send to your WhatsApp customers instantly. 
  
• With this feature, you can ensure that your messages are not only timely but also adhere to WhatsApp's best practices for effective communication.

Why is this feature a Game-Changer? 

Closed WhatsApp conversations need not remain closed any more! Now you can start conversations with WhatsApp users using WhatsApp Templates. 

• Usually, chats from channels have a 24 hour closing window in SalesIQ. But with the WhatsApp templates feature, this has changed for WhatsApp channel chats.
  
• Operators can just send the saved WhatsApp templates to customers/WhatsApp users to reopen and continue the conversation. 
  

Getting started with WhatsApp Templates on SalesIQ

• Create and customize a Template:
  
• From the SalesIQ dashboard, navigate to Settings > Messaging Channels > WhatsApp and click on Templates at the top right. Here, you can design your templates to suit your business needs.
  
• You can craft messages for various scenarios such as customer support, sales updates, promotions and more.
  
• Enrich your template with media files like an image, video, or document based on your business requirements.
  
• You can also add a few dynamic variables to the message body to personalize your message like visitor's name, phone number, any due dates, amount or discount values, etc. to enrich the template.
  
• You can add Call to action or Quick reply buttons to make your templates both engaging and actionable.
  

For your convenience! - Notice that the preview on the right shows the template that you are creating, giving you an idea of what your template will look like to your customer.

• Wait for Approval: Once your templates are created, they will be submitted for approval. This step ensures that your messages adhere to WhatsApp’s guidelines for templates.
  
• Start using Templates: After approval, you can start using these templates to communicate with your customers seamlessly.

Added Benefits:

• Boost efficiency and consistency: Creating messages from scratch every time can be time-consuming and prone to errors. With WhatsApp Templates, you can standardize your responses, ensuring quicker response times and consistent messaging even when you're busy.
  
• Enhance customer experience: Delivering timely and relevant information is key to a great customer experience. Templates allow you to send well-crafted, pre-approved messages that address common queries or provide important updates instantly.
  
• Ensure compliance: With pre-approved templates, you can be confident that your messages comply with WhatsApp’s policies, reducing the risk of your messages being flagged or blocked.
• Save time: No more wasting time typing out the same messages over and over again. Whether you're sending appointment reminders, order confirmations, or promotional offers, simply select a template and personalize it with the customer's name or other details, saving your team's valuable time and effort.
  
• Enhanced brand image: Project a professional image by sending well-crafted and informative messages.