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Send a WhatsApp Message Template from the Builder

Jonathan Goodfellow Updated by Jonathan Goodfellow

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With the Send a Message Template block, you can trigger a Message Template to be sent at any point in your flow 💪🏼

It allows you to easily integrate rich message templates, combine call-to-action (CTA) and quick reply buttons within their WhatsApp bot conversations, send media content and link these to various functionalities like CRM integrations and human takeover options directly from the builder.

Configuration

Setting up and configuring the block is easy:

  1. Select your WhatsApp number:
  1. Select the Template that you want to send:

You can choose the template from the drop-down menu in the same way as you do when sending a Campaign:

Message Templates without Buttons

You can add Message Templates with or without Buttons. Message Templates with no Buttons will appear like this in the builder:

Make sure that you connect both Outputs so that the flow can continue after the Message Template has been sent. If the Message Template fails to send for some reason, you can still continue the bot flow by connecting the Failed to Send Output 🙏🏻
Message Templates with Buttons

If the Message Template that you add had Buttons, it will show like this in the bot:

You can connect the individual Buttons to different parts of your flow so that direct the user where you want based on their selection!

If you have all the Buttons connected, then the "Any of the above" option will trigger if the user inputs anything that is not the value of one of th Buttons. If you do not have any of the Button Outputs connected, then the "Any of the above" option will trigger with any input from the user 💪🏼

Benefits

This feature provides a range of benefits to help businesses enhance their communication strategies and customer interactions🤩

➡ Message Templates Added Directly from the Builder

Easily create and send complex, structured messages without leaving the builder interface.

  • Simplifies the process of sending rich, interactive content.
  • Enhances customer engagement by delivering more visually appealing and engaging messages.

➡ Combining CTA and Quick Reply Buttons

Integrate Call-To-Action (CTA) buttons and Quick Replies into conversations to create versatile and dynamic interactions.

  • CTAs help drive users to external websites or encourage specific actions, increasing conversion opportunities.
  • Quick Reply buttons simplify navigation within conversations, making the user experience seamless and efficient.

➡ Multi-functional Bot Conversations

Design advanced conversation flows that incorporate automation, human takeover, media sharing, and data collection—all in one place.

  • Allows for seamless integration of multiple communication formats and functionalities.
  • Automates routine tasks while maintaining a personalized touch in customer interactions.

Limitations

  1. This feature cannot be used with Test this bot option (WhatsApp test channel). It will always follow the Failed Output option ❌
  2. If the selected template was modified, removed, paused or disabled the message won't be sent and the bot will continue from Fail Output ❌
  3. If the selected Template is from a different WABA than the sending phone number the template won't be sent and the bot will continue from Fail Output ❌

Channel Compatibility

This block is only available for full WhatsApp Channels, it is not compatible with Web bots ❌

That's all! Enjoy! 💪🏼

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