All About ConversiveMessaging Templates

Create message template

How to create templates?

This guide will walk us through creating, editing, and previewing a new message template for different channels using various features.

Steps to Create a New Message Template

To create a new template, follow these steps:

  1. Click on the Templates icon in the navigation bar.
  2. Click on the Create New Template button.
  3. Fill out the template by providing the necessary details in the given fields:
    • Click on the Template Name field to start typing.
    • Click on the Template Type drop-down menu and select Campaign. You can also choose Automation or Conversation if you need it.
    • Select your CRM from the Integration drop-down list.
    • Choose the Object for which you wish to create this template.
    • Select from the Only Text or Media Message button to choose the template category.
    • Select the SMS, WhatsApp, or RCS option to select the channel for this template use.
  4. Click inside the message text box to start typing your message.
  5. Select merge fields like customer name, appointment date, or order details. These fields will be dynamically populated with data from your CRM or Audience Manager.
  6. Click on the paperclip icon to attach a media file to your message.
  7. Click on the link icon to insert a hyperlink (or shortened URL) into your message text.
  8. Click on the smiley face icon to open the emoji keyboard.
  9. Click View Preview to see how the message will look when sent to the recipient.
  10. For the WhatsApp channel, check the box to confirm if it is a registered WhatsApp template.
  11. Click the Save button to save the new template.

How to edit and view Message Templates?

Editing a Message Template

  1. Access Template Options: Click on the three-dot menu next to the created template (e.g., Notification for Upcoming Event).
  2. Edit or Delete: You can choose to Edit or Delete from the drop-down menu.
  3. View Template Details: Click on the created template name to view its details.
  4. Edit the Template: Click the Edit button in the Template Detail section to modify the selected message template.
  5. Check the Preview: You can view the Message Preview area to see how the message will appear to the recipient.

Frequently Asked Questions

Unicode characters include special symbols, accented letters, and characters from non-Latin scripts (such as Chinese or Arabic). Using Unicode in your message allows you to include a variety of symbols and languages, but it may also affect the message length limit.

Yes, templates can be reused for multiple campaigns, automation, or conversations. You can access saved templates from the Templates section and use them whenever needed.

Yes, existing templates can be edited. Click the three-dot menu next to the template you want to edit, then choose Edit. Make the necessary changes and save the template.

To register a WhatsApp/RCS template, you must follow the template registration process required by channels. This typically involves submitting the template for approval through your messaging provider, ensuring it meets WhatsApp’s guidelines.

Yes, creating separate templates for different channels (SMS, WhatsApp, RCS, etc.) is advisable, as each channel has its own formatting rules and limitations. For example, WhatsApp and RCS support rich media, while SMS is primarily text-based.

When you are using the template, they will get filtered based on the categories and type of template you have selected in the template. You will find a suitable template when sending a templated message.

You can create a copy of an existing template by selecting the Clone option from the template’s menu. This allows you to modify the copied version without affecting the original template.

To delete a template, click the three-dot menu next to the template and select Delete. Note that deleted templates cannot be recovered.