Template Management

Creating a template in Sendra allows you to standardize your messages, making it easier to send consistent and professional communications

Here’s a step-by-step guide on how to create a template using the template management feature:

Step-by-Step Guide to Creating a Template

1. Navigate to the Templates Section:

   • On the left-hand side menu, select "Templates" from the list of options. This will open the template management interface.

2. Template Basics:

   • Name: Enter a name for your template. This helps in identifying and managing your templates.

   • Category: Choose a category for your template from the dropdown menu. This can be Marketing, Support, or any other category that fits your needs.

   • Language: Select the language for your template. This ensures that the message is tailored to the language preferences of your audience.

1. Form Details:

   • Header Type (Optional): Add a title or select the type of media you will use for the header. This can include images, videos, or documents.

   • Body (Required): Enter the main text for your message. This is the core content that will be sent to your recipients. Use the rich text editor to format the text as needed, and you can add variables to personalize the message.

   • Footer (Optional): Provide text for the footer of your message. This could include contact information, disclaimers, or additional notes.

2. Quick Reply Buttons (Optional):

   • Create buttons that let customers respond quickly to your message. Click "Add Quick Reply" and enter the text for the button. Quick reply buttons make it easier for recipients to engage with your message.

3. Call to Action Buttons (Optional):

   • Create buttons that prompt customers to take specific actions. For example, buttons like "Visit website," "Call phone number," or "Copy offer code." These buttons help direct the recipient to perform the desired action immediately.

4. Template Preview:

   • As you create your template, you can see a real-time preview on the right-hand side of the screen. This allows you to see how your message will look to recipients and make any necessary adjustments.

5. Save Template:

   • Once you have filled in all the required fields and added any optional elements, click the "Save Template" button to save your template. Your template will now be available for use in campaigns and automated messages.

By following these steps, you can create effective and engaging templates that enhance your communication strategy on WhatsApp using Sendra.