Create a WhatsApp Template from Fyno

Category - Refer this meta document for examples

• Marketing - Select this option if you want to send promotion or information about your product, services. Enables you to achieve a wide range of goals, from generating awareness to driving sales and re-targeting customers. Examples include new product, service, or feature announcements, targeted promotions/offers, and cart abandonment reminders.

  • Custom - Used to send promotions or information about your products, services or business
  • Product Messages - Used to send messages about your entire catalogue or multiple products from it
• Utility - Select this option if you want to send notifications about existing order or account details. Enables you to follow-up on user actions or requests. Examples include opt-in confirmation, order/delivery management (e.g., delivery update); account updates or alerts (e.g., payment reminder); or feedback surveys.
• Authentication - Select this option if you want to send Authentication messages such as OTP through WhatsApp. You can read more about it here.

Select Template Type

• Common - Select this for template types except Carousel
• Carousel - Select this if you want to send Carousel in the message.

This doc explains how to create a Common Template type. You can refer how to create Carousel Template type here.

Define your Header (optional)

Add a title or choose which type of media you’ll use for this header.

• Text - Enter the text which will appear in template header when sent to users. In the below example, Header content is Our {{1}} is On!. Add a value for variable {{1}} as ‘Winter Sale’. The changes can be seen in the Preview section.

• Media - Media headers can be an image, video, or a document such as a PDF.

  • Image - You can add any JPG or PNG file. Maximum file size allowed is 5 MB.
  • Video - You can add any mp4 file. Maximum file size allowed is 16 MB.
  • Document - You can add any pdf file. Maximum file size allowed is 100 MB.

Define the Body

Enter the text for your message in the language that you’ve selected. Maximum limit is 1028 characters without variables and with each variable added it increases by 4. For example, if you have 2 variables in body content, then maximum character limit is 1036.

Define the Footer (optional)

Add a short line of text to the bottom of your message template. Maximum limit is 60 characters. Footer does not support variables.

Add Buttons (optional)

Create buttons that let customers respond to your message or take action.

Add Quick Replies

• Custom - Allows your customer to return a simple text message.

Add Flow

Flow allows you to create trigger a Meta flow from WhatsApp template.

• Button Title - Add a text which the users will see in their WhatsApp message as a button.
• Flow ID - A unique Id generated by Meta for every flow created.
• Flow Action - Flow Action could be Navigate or Data Exchange.
• Navigate Screen - If you choose Navigate, then you have to provide the First Screen name of your flow.

Add Call to Action

Call-to-action buttons allow customers to call a phone number or visit a website (e.g., payment link, order tracking link etc) at the touch of a button. A template can have a maximum of four call-to-action buttons, two “visit website”, one “call phone number” and one “copy coupon code”.

• Visit Website

1

You can add 2 types of URL - Static and Dynamic.

• Static - You can use static URL, when you send same URL to all your users like your website URL etc.
1. Add a button text which will appear as CTA in your WhatsApp message
2. Provide a valid website URL.
3. Enable ‘Track URL’ checkbox.
• Dynamic - You can use Dynamic URL when you have to send different URLs to different users like Payment links etc.
1. Enable ‘Dynamic URL’ toggle
2. Add a button text which will appear as CTA in your WhatsApp message
3. Provide a valid website URL.
4. Enable ‘Track URL’ checkbox.

2Click ‘Save’ and send it to Meta for approval.

3Once the template is approved, go to Templates -> Fyno and create a Fyno WhatsApp template.

4Select ‘Synced’ and choose the template you got approved in Step 4.

5In the buttons section, if you added dynamic URL, add the placeholder which you want to track. In case, if you have added static URL, you don’t have to do anything.

6Make sure to add the placeholder in the ‘Placeholder’ section on the LHS of the template editor.

7

URL Tracking type - There are 2 ways you can track a URL click.

1. General: Choose this option if you want to track URL clicks only at Notification Event level and not at channel or user level. This is recommended for use cases like creating product URLs for Google/FB Ads and or you want to track only clicks. If you choose this option, you won’t see the ‘Click’ status in the Sent logs or in ‘Engagement funnel’ chart in Analytics. You will see the cumulative no of clicks under ‘URL engagement’ chart in analytics.
2. User-Level: Choose this option, if you want to track URL at user and channel level. This is recommended for use cases like sending unique payment links to users and or you want to track the click event at the message level. If you choose this option, you will see the ‘Click’ status in the Sent logs and in ‘Engagement funnel’ chart in Analytics.

• Call Phone Number

• Copy Coupon Code

Send for Approval

Click Save and Promote to save the change and push it to Live version.