Updated: 12/9/2024

How to create templates for notification management?

Step-by-step guide on how to create templates.


In this article, you will learn how to use the Templates window to streamline and manage the process of registering new notifications and track their delivery status. You will also gain insights into optimizing response times with the new response time feature and selection lists.



How to create templates for notification management?

Paso a paso de cómo crear una plantilla.




In this article, you'll learn how to use the Templates window to streamline and manage the process of registering new notifications and tracking their delivery status. You'll also learn how to optimize response time with the new response time feature and picklists.





CREATE A TEMPLATE

To submit new templates for approval, you need to access the templates window (https://go.botmaker.com/#/pusheswa).


You can create them by clicking on "+ New".



Step by step:

Before configuring the notification content, please complete the requested information.


The first thing is to choose whether it is a Marketing, Authentication or Utilities template.

Once you have selected the template, you must complete the fields.


  • Name: Notification ID. It must be descriptive of the content of the notification to be created. In lowercase format, it can contain numbers. Spaces and accents are not accepted (replace spaces with _). For example: notification_alert.
  • Chatbot: Select the chatbot that will respond when the user contacts you.
  • WhatsApp number: WhatsApp number from which the notification will be sent.
  • Queues: It is optional, you can choose a queue for the conversation that starts with the notification.
  • Category: To categorize the notification corresponding to the content of the template. You can see more about the topic here: Template categories
  • Language: Language of the content; it must reflect the language used in the content of the template. (The list shows the availability of all languages).
  • Comments: This field is not mandatory, only if you want to add an internal note.


*NOTE: When selecting one of the “media” options, it will be necessary to add the file, video, image or pdf. However, it can be edited later at the time of submission (without the need for approval). At this point, the file will only serve as an example.


Content

This is the body of the notification. There is a limit of 1024 characters. You can include:

  • Bold: To make the message bold, place an asterisk on either side of the text;
  • Italics: To make the message italic, place an underscore on either side of the text;
  • Strikethrough: To strike through the message, place a tilde on either side of the text;
  • Monospace: To make the text monospaced, place three backticks on either side of the text;
  • Emojis: You can add emojis to the message text.
  • Variables: These must start with $ and contain the variable name in braces, as in the example: ${name}.



Buttons


The button options you can choose from are “Quick Replies,” “Quick Reply Buttons via API,” “Phone Number,” and “Website URL.”

See how it works below.


  • Quick Answer:

Select your bot's intent that will be triggered as soon as the user selects the button.

Or, if you have a messaging webhook set up, you can select the API option to receive the button selected by the user in your webhook. In this case, we will send the entered response ID to your address. This way, you will be able to analyze when users click on the options and schedule automatic responses/sends in your system according to the response ID received. The response ID cannot be variable.


Please note that the minimum number of buttons is 1 (one) and the maximum is 2 (two).


How to create a Carousel template?


After completing the initial fields, you must choose whether the carousel is for Videos or Images.


You will be able to enter multimedia files, text content and buttons below each card.


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It is not possible to edit a template that has already been submitted for approval or that has already been approved. Any changes, a comma, a text break or even an accent, must be approved again by Facebook.

Visit our help center for more information.

Until 9/01/2025 the switch will be available to change to the previous version, in case you need to make a template with this configuration.