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WhatsApp Template

Learn to create a WhatsApp template using the Netcore CE dashboard.

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The WhatsApp Template section allows you to manage all the templates you have created for your campaigns. You can effortlessly browse through your existing templates or create new customized ones tailored to your campaign requirements.

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Release Note

This is part of Alpha release, to get this feature enabled, contact your Netcore Support Team.

WhatsApp Templates

Navigate to WhatsApp Template

Navigate to WhatsApp Template

Log in to the Netcore CE dashboard and navigate to Content > WhatsApp to create or use existing templates. You can create a WhatsApp message with two options:

  • Template gallery: You can create from scratch or customize ready-to-use system templates for your campaign.
  • Saved Templates: You can use the previously created templates for your campaign, and if required, it can be edited or duplicated.

Template Gallery

The Template gallery section allows you to create your own templates or choose from a selection of pre-made templates available under Start with Ready-to-Use Templates.

Create a new template

You can choose to create a new template by selecting template types from the options below:

Template TypeDescription
TextUse this template for quick communication in a simple message format.
MediaMedia template is used to enhance messages with images, videos, or documents.
CarouselUse carousel template to showcase multiple items in a scrollable card layout.

Click on your required template type to customise it with the following options:

SectionDescription
Type of TemplateChoose between Static selection or Dynamic selection of templates.
  • Static:A template where the message content remains the same for all recipients, but personalization can be added (e.g., customer name).
  • Dynamic:A flexible message template allowing the content to be updated dynamically based on user-specific data such as recommendations, merchandising events
HeaderIt is the first point of engagement for the recipient. It can be text, image, video, or a document introducing the main message. Limitation: upto 60 characters.
BodyCompose the main content of your message. Text can be formatted using bold, italics, strikethrough, monospace, and emojis. Limitation: upto 512 characters.
FooterAdd a short text at the bottom of your message.
ButtonAdd interactive buttons to your message. You can include up to ten buttons. You can add 2 call-to-action or eight quick reply buttons. Customise your button action based on your requirement.
  • Call-numbers:It lets users to dial a phone number.
  • Visit website : It lets user visit a URL.
  • Quick-reply: Allow users to select from up to three preset responses. For example: Yes, No, Not sure.
  • Marketing opt-out:This allows users to easily unsubscribe from future promotional messages.

Start with Ready-to-Use Templates

If you decide to use the ready-made templates from the list, you can use the available filters to refine your template selection based on your specific needs.

SectionDescription
CategorySelect from the dropdown to categorize your template
  • Marketing
  • Utility
IndustryView templates tailored for specific sectors like
  • BFSI
  • E-commerce
  • Travel
  • Ed-tech
or Select All to see templates across industries.
Use caseSelect from the dropdown based on your requirement
  • Select all,
  • New Arrival
  • Best sellers
  • Flash sales & discount.
More Filters1. Template type: Filter templates based on their type. Here are the options available:
  • Text
  • Media
  • Carousal

2. Industry Type: You can filter templates based on industry by selecting the relevant option from the dropdown list.
  • BFSI: Pre-designed message templates tailored for the Banking, Financial Services, and Insurance sector
  • E-commerce: Templates that are specifically designed for online business.
  • Travel: Templates created specifically for the travel and tourism industry.

3. Usage : Templates based on the modules they can be used for
  • Campaign
  • Journey
Search FunctionSearch specific templates by entering the Template ID or Name.

From the list of ready made templates, click on the three icons to edit the details of the template and customise it to your use.

Saved Templates

Saved Templates allow you to reuse previously created WhatsApp templates for your campaigns. These templates are fully customizable. you can edit their content, duplicate them for variations, or directly deploy them without having to start from scratch.

Key Functions of Saved Templates:

You can use the available filters to refine your template selection based on your specific needs.

FilterPurpose
Template typeFilter templates based on their type. Here are the options available:
  • Text
  • Media
  • Carousal
or Select All
CategoryFilter templates by their category. For example Marketing or Utility
LanguageView templates based on the language they are created in.
StatusSelect templates by their approval or usage status.
  • Approved
  • Pending
  • Rejected
  • Draft
TagsUse tags to find templates linked to specific campaigns or themes.
UsageFilter templates based on where they are used — like campaigns or journeys.
ApplyClick to apply all selected filters and update the template list.

Select any existing template and click on the three dots to edit it with the below options available:

OptionDescription
EditModify the template content or configuration.
TestPreview and test the template before deploying it in a live campaign.
DuplicateCreate a copy of the template for reuse or variation without altering the original.
Use in campaignDirectly insert the template into a WhatsApp campaign for immediate use.
Show usageView where and how the template has been used across past campaigns.
ArchiveMove the template to an archived state for reference without deleting it.

Refer here to Schedule and Save your message campaign.

Updated 4 days ago