Note: Meta has made changes to marketing messages templates policy for WhatsApp Business Platform. The main changes effective as of November are:

1. Meta will limit the number of marketing messages each user receives per day across all businesses. This is set by Meta's algorithm to avoid a spam-like experience.
2.Meta has established that only 2 consecutive marketing messages can be sent to a user within a 24-hour period. If the user responds, the cycle restarts, allowing a new sequence of up to 2 messages. Sending a third consecutive marketing message will result in a sending error. This measure ensures a healthier ecosystem for WhatsApp users.
3. Given these new volume and frequency limitations, undelivered marketing messages will have an API error code with the number #131049 and the following description: "This message was not delivered to maintain system integrity." Additionally, undelivered messages will not incur any fees from Meta or Botmaker.

Remember that when creating the template, you generated the WhatsApp Notification intent (or whatever name you assigned to it). It must always be on (light blue bar in the on position). On the other hand, you should not change the name of this intent, because in this case, you will not be able to send the template manually or through the notification engine.

Mass sending

Creating user groups

Through Menu > Notifications Engine > User Groups, you can create a new user group by clicking on + New User Group in the upper right corner of the screen. To create groups, you can use platform data (users who already exist on the platform because they have interacted) or by uploading a file with user data.

You can also get the data by connecting to the CRMs integrated into the platform. This screen also shows the following details:

• The total number of groups created.
• Incorrect data, for example, if a file with mobile numbers is uploaded and there are some duplicates among them, it reports them and ignores them, so that the numbers are only uploaded once.

Additionally, it is possible to segment users through the following actions:

• Specify conditions: variables, channels, conversation, user.
• Segment users by activity:

• Active: users with conversations started in the selected period (e.g. last month).
• No activity: users who have not started conversations in the selected period, but have interacted previously.
• With/without activity: both cases are considered.

Finally, you must select what type of user group you are creating, knowing which groups they are divided into:

• Dynamic user group: calculated at the time of submission and takes into account whether users are added or removed from the platform.
• Static user group: calculated at the time of creation and will not be modified if users are added or removed from the platform.

On this same screen, when you click on View Users, you will see a summary of the user group you are creating. If there are no registered users, this information will be displayed (as shown in the example below). Click on Finish to confirm the creation of the group.

Individual sending

Go to Menu > Notifications Engine > User Groups and click on + New User Group. Create a user group that you can call, for example, “Individual Sending”.

Under User Groups, you can identify the individual sending group. When you click the Notify button, a new window will open that will guide you through setting up the individual notification.

1. How to use Post Actions to send WhatsApp templates via console:

In Menu > Conversations > Chats, you can use the Post Actions feature, through which agents have a series of options available when sending a template.

Behaviors can now be defined so that the agent has the option of assigning the conversation to themselves, to a service queue that defines whether or not to assign the conversation to anyone.

It also allows you to assign a name to users who have not yet interacted with the bot. In this way, you can enter a name, a customer ID or some identifier that the company has to reference this customer. This field is optional and will only be changed if the user has not yet interacted with the account. If you have interacted previously, it will keep the name that the user currently has.

2. Include spreadsheets in chatbots created with Bot Designer

In the new Bot Designer interface, conversations are designed based on the flows you choose. There are different flows:

• Main;
• From agents;
• Disambiguation;
• Notifications;
• From video calls;
• Flow when the bot doesn't understand;
• Other flows (agent inactivity, code actions, etc.).

To send notifications, select the notification flow, which will allow you to use the notifications you configured in Notifications Engine (Menu > Notifications Engine > Campaigns and Notifications) and the WhatsApp templates that are configured on the platform (Menu > Notifications Engine > Templates).

How to send a template with an interactive image carousel?

Carousel templates are made up of message body text and up to 10 media cards. Each card has an image or video header, card body text, and up to two buttons. Button combinations can be a mix of quick reply buttons, phone number buttons, and URL buttons.

When creating a template from scratch, you can select the “Custom JSON for creation and sending” checkbox.

Clicking this enables the JSON editor and the ability to upload media.

Send Templates from the API

Botmaker allows you to send all types of multimedia messages supported by WhatsApp and other channels. You can find more information about this in the following article: How to send and receive messages via API?

Remember to always visit our Help Center for more information.