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💬 WhatsApp Templates Management ​

Create and manage effective WhatsApp message templates to engage your Facebook leads automatically.

📝 Template Overview ​

WhatsApp Business API requires pre-approved templates for sending messages to users. The FBLead Addon helps you create, manage, and optimize these templates for maximum engagement.

Template Categories ​

Marketing Templates ​

  • Product Promotions: Showcase products/services
  • Announcements: Share company updates
  • Offers & Discounts: Promotional campaigns
  • Event Invitations: Webinars, events, meetings

Utility Templates ​

  • Confirmations: Lead submission confirmations
  • Reminders: Follow-up reminders
  • Updates: Status updates and notifications
  • Information: Helpful information sharing

Authentication Templates ​

  • Verification: Account verification messages
  • Security: Security-related notifications
  • Access: Login and access confirmations

🛠️ Template Creation ​

Step 1: Access Template Manager ​

  1. Navigate: Go to FBLead > Templates
  2. Create New: Click "Add New Template"
  3. Select Type: Choose template category
  4. Choose Language: Select primary language

Step 2: Template Configuration ​

Basic Information ​

  • Template Name: Unique identifier (e.g., "welcome_new_lead")
  • Display Name: Human-readable name
  • Category: Select appropriate category
  • Language: Primary language (additional languages can be added)

Message Content ​

text
Template Structure:
- Header (optional): Media or text
- Body: Main message content with variables
- Footer (optional): Additional information
- Buttons (optional): Call-to-action buttons

Step 3: Variable Configuration ​

Available Variables ​

The FBLead Addon provides these variables for personalization:

  • - Lead's full name
  • - Lead's first name
  • - Lead's last name
  • - Lead's email address
  • - Lead's phone number
  • - Lead's company name
  • - Lead source (Facebook Ad)
  • - Campaign name
  • - Current date
  • - Current time
  • - Custom field value

Variable Usage Rules ​

  • Maximum 5 variables per template
  • Variables must be enclosed in double curly braces
  • Variable names are case-sensitive
  • Empty variables will show as blank

📋 Pre-built Templates ​

Welcome Template ​

text
Header: None
Body: Hi {{first_name}}! 👋

Thank you for your interest in our services. We've received your information and our team will contact you within 24 hours.

Have any questions? Reply to this message anytime!

Best regards,
{{company}} Team

Footer: Reply STOP to unsubscribe
Buttons: None

Follow-up Template ​

text
Header: None
Body: Hello {{first_name}}!

It's been 3 days since you showed interest in our services. Would you like to schedule a quick call to discuss how we can help you?

Our team is ready to provide personalized solutions for your needs.

Footer: Reply STOP to unsubscribe
Buttons:
- Call to Action: "Schedule Call" (URL: https://calendly.com/yourlink)

Promotional Template ​

text
Header: Image/Video (product showcase)
Body: 🎉 Special Offer for {{first_name}}!

Get 20% OFF on our premium services - exclusive for new leads from Facebook!

✅ Professional consultation
✅ Custom solutions
✅ 24/7 support

Offer valid until {{date}}. Don't miss out!

Footer: Terms and conditions apply
Buttons:
- Call to Action: "Claim Offer" (URL: https://yoursite.com/offer)
- Quick Reply: "More Info"

Information Template ​

text
Header: None
Body: Hi {{first_name}},

Here's the information you requested about our services:

📋 Service Overview: [Brief description]
💰 Pricing: Starting from $X
⏰ Timeline: X days/weeks
🎯 Results: [Expected outcomes]

Would you like to discuss this further?

Footer: More info at yoursite.com
Buttons:
- Quick Reply: "Yes, let's talk"
- Quick Reply: "Send more details"

✏️ Template Customization ​

Dynamic Content ​

Conditional Text ​

Use conditional logic for personalized messages:

text
Hi {{first_name}},

{% if company %}
Thank you for {{company}}'s interest in our services.
{% else %}
Thank you for your interest in our services.
{% endif %}

We look forward to helping you achieve your goals!

Time-based Messages ​

Customize messages based on time:

text
{% if time < 12:00 %}
Good morning {{first_name}}! ☀️
{% elif time < 18:00 %}
Good afternoon {{first_name}}! 🌤️
{% else %}
Good evening {{first_name}}! 🌙
{% endif %}

Thank you for your interest in our services...

Media Integration ​

Header Media ​

  • Images: JPG, PNG (max 5MB)
  • Videos: MP4 (max 16MB)
  • Documents: PDF (max 100MB)

Media Guidelines ​

  • Use high-quality, relevant media
  • Ensure media supports your message
  • Test media across different devices
  • Consider file size for delivery speed

📤 Template Approval Process ​

WhatsApp Approval ​

  1. Submit Template: Submit through WhatsApp Business Manager
  2. Review Process: WhatsApp reviews content (24-48 hours)
  3. Quality Check: Ensure compliance with guidelines
  4. Approval Status: Check approval status in dashboard

Approval Guidelines ​

Content Requirements ​

  • Clear, professional language
  • No misleading information
  • Proper grammar and spelling
  • Appropriate use of variables
  • Compliance with local regulations

Common Rejection Reasons ​

  • Grammatical errors
  • Misleading claims
  • Inappropriate content
  • Variable formatting issues
  • Missing required disclaimers

Quality Score ​

Templates receive quality scores based on:

  • User engagement rates
  • Response rates
  • Block rates
  • User feedback
  • Delivery success rates

🔄 Template Management ​

Template Library ​

Organization Features ​

  • Categories: Organize by type/purpose
  • Tags: Add custom tags for filtering
  • Search: Find templates quickly
  • Favorites: Mark frequently used templates
  • Versions: Manage template versions

Bulk Operations ​

  • Import/Export: Transfer templates between systems
  • Duplicate: Copy existing templates
  • Archive: Archive unused templates
  • Delete: Remove obsolete templates

Performance Tracking ​

Key Metrics ​

  • Delivery Rate: Successful delivery percentage
  • Open Rate: Message open percentage (when available)
  • Response Rate: User response percentage
  • Conversion Rate: Lead to customer conversion
  • Block Rate: User block percentage

Optimization Tips ​

  1. A/B Testing: Test different versions
  2. Timing: Optimize send timing
  3. Personalization: Increase variable usage
  4. Content: Improve message relevance
  5. CTA: Optimize call-to-action buttons

🌐 Multi-language Support ​

Language Configuration ​

  1. Primary Language: Set default language
  2. Additional Languages: Add supported languages
  3. Auto-detection: Detect lead language preferences
  4. Fallback: Set fallback language for unsupported languages

Translation Management ​

Translation Process ​

  1. Identify Languages: Determine target languages
  2. Professional Translation: Use professional translators
  3. Cultural Adaptation: Adapt content culturally
  4. Template Approval: Get each language approved
  5. Testing: Test templates in each language

Language Variables ​

  • - Name in local format
  • - Date in local format
  • - Currency in local format
  • - Phone in local format

🔧 Advanced Features ​

Smart Templates ​

AI-powered Suggestions ​

  • Content Optimization: AI suggests improvements
  • Variable Placement: Optimal variable positioning
  • Timing Recommendations: Best send times
  • Personalization Tips: Enhance personalization

Dynamic Templates ​

text
Hi {{first_name}},

{% capture lead_score %}{% calculate_lead_score %}{% endcapture %}

{% if lead_score > 80 %}
As a high-value prospect, we'd like to offer you our premium consultation package!
{% elif lead_score > 60 %}
Based on your profile, our standard package would be perfect for your needs.
{% else %}
Let's start with our basic package and grow from there.
{% endif %}

Would you like to learn more?

Integration Features ​

CRM Integration ​

  • Sync Templates: Sync with CRM systems
  • Lead Data: Pull additional lead data
  • Status Updates: Update lead status based on responses
  • Activity Tracking: Track template performance in CRM

Analytics Integration ​

  • Google Analytics: Track template performance
  • Custom Events: Track specific interactions
  • Conversion Tracking: Measure ROI
  • Heatmaps: Analyze user engagement patterns

📊 Best Practices ​

Content Best Practices ​

  1. Keep it Short: Concise, clear messages
  2. Personal Touch: Use variables effectively
  3. Clear CTA: Include clear next steps
  4. Value Proposition: Highlight benefits
  5. Professional Tone: Maintain brand voice

Timing Best Practices ​

  • Business Hours: Send during business hours
  • Time Zones: Consider lead time zones
  • Day of Week: Avoid weekends for business
  • Sequence Timing: Space follow-ups appropriately

Compliance Best Practices ​

  • Opt-in Required: Ensure proper consent
  • Unsubscribe Option: Always provide opt-out
  • Data Privacy: Respect privacy regulations
  • Local Laws: Comply with local regulations
  • Industry Standards: Follow industry guidelines

Effective WhatsApp templates are the foundation of successful lead engagement. Invest time in creating quality, personalized templates for better results.

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