Step-by-step guide on how to create templates.
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.
How to create templates for notification management?
To submit new templates for approval, you need to go to the Templates in the Menu > Notifications Engine > Templates (https://go.botmaker.com/#/pusheswa).
You can create them by clicking on "+ New".
Step by step:
Before setting up the notification content, you must choose whether it is a Marketing, Authentication, or Utilities template, in order to categorize the notification according to the template's content. You can learn more about this topic here: Template Categories.
Next, you must select the template type for creation.
Once you have selected the template, you must complete the fields.
Opt-In Evidence: It is a requirement that Meta enforces for template approval. You need to attach a screenshot of your company’s website. This will serve as evidence and allow the template to be approved.
*OBS: 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:
Footer
In this section, you will be able to add a footer to complete the template text. You can see the preview on the screen to the right. Keep in mind that the maximum number of characters allowed is 60.
Button
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:
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).
This template was created to send multiple multimedia files.
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. Note that to add a new card, you must click on the “Add” button.
This template was created to send offers with the possibility of sharing a discount code.
After filling in the initial data, you can add a header to the template. It can be an image or a video.
At this stage, you can include a variable that allows interaction.
After completing, submit the offer information.
You must write the offer header/title and have the option (not mandatory) to insert the code. It should be in alphanumeric characters. Codes with special characters are not allowed.
Note that this is not a code generation platform, but it allows you to share codes generated on other platforms.
You can choose to display the expiration time to the user by clicking on "Show offer expiration?" as shown in the image.
Filling in the content is mandatory to complete the template, and you can view the preview on the screen to the right.
Finally, in the button configuration, the “Copy button” will be automatically activated, allowing the user to copy the code with just one click. However, this will not be active unless you insert an offer code.
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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 Meta