Send WhatsApp Template Message

 

This feature allows you to broadcast a WhatsApp template to all active WhatsApp users who have interacted with the chatbot. Customers will be allowed to use created templates and add parameters, wherever required.

Functioning

Click on ‘Create new broadcast’ button to create a new broadcast

Select WhatsApp as a channel. When only WhatsApp is selected, you will see an option to ‘Send Template Message’

Select ‘Send Template Message’  from the broadcast type dropdown

You can select the required template from the list of approved templates in the Select Template drop down menu.

Once you select a template its preview will be loaded on the right and corresponding parameters/media/document fields on the left.

If you had given parameters while creating a template you can now enter the desired value/attribute against those fields

You can only use User level attributes, all other custom attributes cannot be used

If an attribute is not present for a user, that will be sent as a blank field

You can similarly upload media/documents against the corresponding field, if the approved template contains those fields.

There is a support two types of buttons:

1) Call to action: If you have used a parameter field in the URL during template creation then you will be able to pass an attribute/value to it however the rest of the URL along with the button field values and button names will not be editable

2) Quick reply: For the quick reply button type, a customer can select the path that will be triggered upon clicking the button

 

Test Broadcast

This option is only available for WhatsApp as a channel

You can fill all the fields and choose to click on ‘Test Broadcast’ to send it to one of the existing users

Type the number and select an existing number from the auto fill dropdown

Click on Send to send the template

Note: Customer will be charged on the Test and Broadcast Template messages sent to users as per existing plan and rate

 

Upload New Users

Customers can send a WhatsApp template to a list of users using Orai. This feature is available only if you have an active WhatsApp setup on the chatbot. Go to Configure>WhatsApp to set up your WhatsApp account.

Visit the documentation here to find out more details and guidelines on creating/updating users using ‘Import broadcast list’ option

Import History

Access the import history by clicking on the ‘Import History’ option on the Users page.

Here you can check the status of the upload, total records uploaded, and errors if any. You can also download the CSV file by clicking on the download button

Click on the error count number to download the processed file, with a new column with ‘Comments’

Sending broadcast to new users

Once users are uploaded you can now broadcast template messages

Follow the above steps mentioned in section 3 to send broadcast messages

In the Target Segment on the ‘Create Broadcast’ page, you will now be able to see the segment name that was created by the CSV file.

Once you select this segment the broadcast will be sent to all the users uploaded in this segment