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.

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.

• Template with text, multimedia and buttons

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.
• 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).
• Chatbot: Select the chatbot that will respond when the user contacts you.
• WhatsApp number: WhatsApp number from which the notification will be sent.
• Support queues: It is optional, you can choose a queue for the conversation that starts with the notification.
• Comments: This field is not mandatory, only if you want to add an internal note.

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:

• 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}.

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:

• Quick Answer:

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

• Quick reply buttons via API:

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).

• Carousel template

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.

• Limited Time Offer Templates

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.

_________________________________________________________

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