How to Create a WhatsApp Message Template with Action Buttons
Creating a WhatsApp message template with action buttons in Fivegrid allows businesses to improve customer interaction and streamline communication. These templates provide an easy way to guide users toward desired actions, such as visiting a website, downloading a document, or watching a video.
Understanding WhatsApp Message Templates
WhatsApp message templates are pre-approved messages used for business-initiated conversations through the WhatsApp Business API. They help maintain consistent, structured, and professional communication.
Steps to Create a WhatsApp Message Template in Fivegrid
Step 1: Access Template Settings
- Log into your Fivegrid dashboard.
- Navigate to Templates.
- Click Create New Template.
Step 2: Name Your Template
- Enter a clear and descriptive name.
- Follow structured naming conventions.
Step 3: Select Template Type
Choose the appropriate category:
- Marketing – For promotional content.
- Transactional – For essential business updates.
Step 4: Write the Message Body
- Keep the content concise, engaging, and professional.
- Personalize using placeholders like {{contact.firstName}} or {{enquiry.productName}} for dynamic data.
Adding Action Buttons for Enhanced Interaction
Action buttons make messages more interactive and user-friendly, allowing recipients to take instant action.
Step 5: Add Action Buttons
Select Call-to-Action Buttons to improve user experience:
- View Document (PDF) – Add button text (e.g.,
"Open File") and upload a PDF file. - Visit Website – Add button text (e.g.,
"Go to site") and insert a website URL. - Watch Video – Add button text (e.g.,
"Watch Now") and include a video link.
These buttons make it easier for customers to access important information instantly.
Finalizing and Submitting Your Template
Step 6: Preview Your Template
- Check the preview section for formatting, typos, or incorrect placeholders.
Step 7: Submit for Approval
- Click Submit to send the template for WhatsApp approval.
- Status will show as "In Review" until approved.
Step 8: Manage Templates
- Track approval status in the Fivegrid dashboard.
- Edit or delete templates as needed.
Best Practices for Creating WhatsApp Templates with Action Buttons
- Keep it short – WhatsApp users prefer concise and clear messages.
- Use personalization – Dynamic placeholders make messages feel more tailored.
- Ensure clarity – Avoid jargon and focus on easy-to-understand language.
- Make it valuable – Every message should provide relevant information.
- Strategically place action buttons – Ensure buttons are aligned with the message intent.
By implementing action buttons, businesses can significantly enhance engagement, increase conversions, and improve customer interactions on WhatsApp.
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