bitCRM

How to Create a Message Template for Automation

Step 1: Go to the bitCRM Template dashboard.

Step 2: Click "Create new template" and select "Automation".

Click "Create new template" and select "Automation"

Step 3: Choose between "WhatsApp Business App" or "WhatsApp Cloud API".

Choose WhatsApp

For WhatsApp Business App:

  • Click "WhatsApp Business App".
  • Fill in the "Template name", complete the "Message" and use the "Add variable" dropdown for dynamic info.
Fill in "Message" and use the "Add variable" dropdown
  • Optionally, upload an image in "Media" and click "Save template".
Drop media to upload and click "Save template"

For WhatsApp Cloud API:

  • Click "WhatsApp Cloud API".
  • Fill in the "Template name" and choose “Languages”.
Fill in the "Template name" and choose “Languages”
  •  In the “Message” input dynamic info using {{1}} and so on by clicking "+" then select "Variable" dropdown.
Fill in "Message" and add variable click "+" then select "Variable" dropdown
  • Optionally, upload an image in "Media" and click "Save template".
Drop media to upload and click" Save template"

Note: After saving the template, the WhatsApp API approval process by Meta typically takes around 4 to 5 hours.

For further assistance, reach out to us at info@bitbybit.studio.

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