Create a WhatsApp Marketing Message Template

This guide walks you through the process of creating a WhatsApp Marketing Message Template. Learn how to design, configure, and submit marketing templates that can be used to engage customers through promotional campaigns, special offers, announcements, and customer re-engagement activities.

CLOUDE8
38 steps
3 minutes

Cloude8

Navigate to your ERP system and login[https://(Your Company Name)-erp.cloude8.com/](https://performanz-erp.cloude8.com/)

Click the Search field.

Type "whatsapp" the choose "Whatsapp Marketing Message Template List" from the list

Click "Add Whatsapp Marketing Message Template"

Give the template a name. Note - spaces are not allowed.

Select the audience you'd like this campaign to go to. Each audience type has different filter options to reduce the size of your target audience.

For example, choosing Leads as the target audience.

If we want to filter messages only to **female members**, we need to collect this information at the start of the membership registration process. This means members must provide the relevant information, such as **gender**, when they sign up for membership. In the example shown here, we are filtering by **Lead Source**. During the testing period, all testing mobile numbers are tagged with the Lead Source **“Testing”**. As a result, only those numbers will receive the testing message.

If no filters are used then the campaign will be sent to everyone that has opted in as a Marketing Subscriber.

To ensure multiple messages are not sent to the same number, check on the Exclude Duplication options to exclude numbers that may exist in other places like Member or Customer records.

Next, build the components of your campaign. There are four components to every campaign: 1. Header - for the hero text/image of the campaign 2. Body - for the detailed text of your campaign 3. Buttons - The Call-To-Action (CTA) 4. Footer - Unsubscribe option (mandatory for every campaign). We recommend using the text: "Unsubscribe" to opt out

For the Header section select the a Header Type from the dropdown list.

5mb image and 16mb video size restrictions.

Let's add a hero image.

Choose from an option or drag and drop a file into this window.

Double-click here

Uncheck the "Private" option and Upload the file.

Close this message if it appears.

Now lets add the next section.

Select the body type.

If you would like to user OLLA AI to help you generate a marketing message, click on this button.

OLLA AI will only generate a marketing message based on the image you uploaded in the previous step. If you re-generate a message, it will overwrite any existing one.

Once you're happy with the message click on "Insert Below"

Select the buttons type.

These are your Call-To-Action options for the campaign. quick_reply - a short text users can send that OLLA AI can respond to. phone_number - a number the user can call. url - a link the user can open.

If using a quick reply, ensure it is an automation OLLA AI has been configured for.

Click "New Whatsapp Marketing Message Template"

Now lets add the final section, the footer.

Add the text: "Unsubscribe" to opt out. Under data privacy laws, this is a mandatory option to allow users to unsubscribe. OLLA AI will will do this automatically and future campaigns will not be sent to users who have unsubscribed.

Review and update each component as needed. To preview the campaign, click on the "WhatsApp Preview" button.

Review the preview and go back to make any necessary updates.

Save the template.

Click "Create" to create the template directly in Meta.

Once the template has been successfully created close this message.

The template status will change to "Pending Approval". This means it is awaiting approval from Meta. Click on "Status Check" to get the latest status.

When approved by Meta, the status will change to "Approved".

Refer to the Meta guidelines on WhatsApp messaging templates.

Click on "Send Message" to send out your campaign.

The status will change to "Message Sent".

Click on the "Marketing Status" button to see how many recipients received the message.

In future when more leads are obtained, click on "Update Recipients" to send any previous campaigns to new leads, customers or members.

Click here