Use predefined, highly structured messages to connect with your audience once they opted-in to receive messages from you. Populate dynamic content with Creatio data.

Synchronize WhatsApp templates

To add synchronize WhatsApp templates, you need:

1. Add the [WhatsApp business account] section to the necessary workplace.

2. Add a new record in this section.

   

3. Fill in the following parameters:

   • Name
   • Business account ID
   • Access token

4. Set up the [Activate] flag in this record.

   

5. Save all settings.

6. Set up M3 webhook into WhatsApp application.

   

7. Press the [Synchronize templates] button from this page.

Check the synchronization result

1. Open the necessary WhatsApp business account.

2. Go to the [Log data] detail.

3. Check the log message from last creation date in the [Log data] detail.

   

4. Back to the [Teplates] tab.

5. Check records updating in the [Message templates] detail.

   

Setting up message in bot handler

1. Add a new message element into bot handler.
2. Select the [Template message (WhatsApp)] type.
3. Choose the [WhatsApp] channel.
4. Specify default language.
5. You can also specify language using dynamic values of a macro. For example, the client’s language.

As a result, the next fields will be filled by the template data.

You can also fill in, if provided by the template: