How do I create templates for WhatsApp?

To send notifications through WhatsApp, you’ll have to create a template for it. Let’s see an example of how to create one such template for an invoice.

  • Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
  • Select Invoices under Message Templates.
  • Click + New Template. The Create WhatsApp Template pop-up will appear.
  • Fill in the Template Name and select the Template Category.

Insight: The Template Category could either be Utility or Marketing. Learn more about Template Categorization.

  • Mark the Include a PDF attachment along with this message checkbox if you want to include the invoice PDF in the WhatsApp message.
  • Click the dropdown next to Language to choose the preferred language for your customers.
  • Edit the content under the Message field if required. You can insert placeholders by clicking the dropdown next to Insert Placeholders.
  • Click Save.

A template will be created, and once approved, you can send invoice notifications to your customers. Similarly, you can create templates for Sales Orders, Payment Receipts, Customer Statements, Estimates, Retainer Invoices, Credit Notes, and Sales Receipts.

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